Investor

Affinity Partners GP LP

CIK 0002059583 · filed 2026-05-12 · SEC filing

Q1 2026 Q4 2025

13F book

$634.8M

Positions

Largest name

100.0%

Qxo Inc

Est. mark

$4.25M

Price effect on 1 names still held. Flow $0.

Holdings Activity

Show puts & calls

Name	Ticker	Shares	Value	Weight	Est. mark	Change
Qxo Inc	—	32.7M	$634.8M	100.0%	$4.25M	Held

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.