Tsai Capital’s Views on QXO (QXO)

6 days ago 5

Soumya Eswaran

Thu, January 29, 2026 astatine 8:15 AM CST 3 min read

Tsai Capital Corporation, an concern absorption firm, released its 4th fourth 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. Tsai Capital Growth Equity Strategy gained 8.5% earlier fees and 7.6% aft fees for the twelvemonth ended December 31, 2025, compared to the S&P 500 Index’s 17.9% return. Tsai Capital Growth Equity Strategy has gained 970% cumulatively earlier fees and 658% aft fees, since its inception 26 years ago, compared to the S&P 500 Index’s full instrumentality of 639%. The strategy’s nonsubjective is to put semipermanent successful exceptional companies that tin rapidly and efficaciously allocate superior towards the astir promising ideas and talent. Currently, the portfolio is invested successful 17 high-quality maturation companies crossed sectors. In addition, you tin cheque the apical 5 holdings of the Strategy to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, Tsai Capital Corporation highlighted stocks similar QXO, Inc. (NYSE:QXO). QXO, Inc. (NYSE:QXO) is simply a roofing, waterproofing, and different gathering products distributor. The one-month instrumentality of QXO, Inc. (NYSE:QXO) was 20.48%, and its shares gained 73.17% of their worth implicit the past 52 weeks. On November 12, 2025, QXO, Inc. (NYSE:QXO) banal closed astatine $23.24 per share, with a marketplace capitalization of $16.412 billion.

Tsai Capital Corporation stated the pursuing regarding QXO, Inc. (NYSE:QXO) successful its 4th fourth 2025 capitalist letter:

"QXO, Inc. (NYSE:QXO) —Year of First Purchase: 2024): In 2024, we initiated a presumption successful QXO astatine astir $11 per share. Under Brad Jacobs’ leadership, the institution is successful the aboriginal stages of executing a bold program to consolidate and disrupt the $800 cardinal gathering products organisation industry. Having antecedently invested successful 2 of Brad’s highly palmy ventures—United Rentals and XPO Logistics—Tsai Capital is excited to backmost his latest endeavor.

QXO, Inc. (NYSE:QXO) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 65 hedge money portfolios held QXO, Inc. (NYSE:QXO) astatine the extremity of the 3rd quarter, the aforesaid arsenic successful the erstwhile quarter. While we admit the imaginable of QXO, Inc. (NYSE:QXO) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.