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QXO- 2nd largest roofing company
Posted on 6/11/26 at 1:53 pm
Posted on 6/11/26 at 1:53 pm
One of the largest shareholders of nbis Orbis Allen Gray is heavily invested in of all things a roofing supply company. Heavily shorted but looks like it may have found a bottom. Thoughts?
2
Posted on 6/11/26 at 2:12 pm to LChama
HOW did you find this? 
Were you looking through Orbis Allen holdings?
I see that Fred Alger is invested too...
Were you looking through Orbis Allen holdings?
I see that Fred Alger is invested too...
Posted on 6/11/26 at 2:22 pm to bayoubengals88
Yeah thats exactly what i was doing. They like CPAY too. I was goin down some rabbit holes while at my parents.
On a tear today
On a tear today
This post was edited on 6/11/26 at 2:45 pm
Posted on 6/11/26 at 3:07 pm to LChama
This is an interesting company that can be reduced to its CEO and the acquisitions he has made and is making.
They are trying to acquire TopBuild (BLD) for 17 billion which is about 45% more than QXO's current market cap.
They are trying to acquire TopBuild (BLD) for 17 billion which is about 45% more than QXO's current market cap.
quote:
QXO is projected to report annualized revenues approaching 9 billion to 10 billion dollars once the full-year contributions of Beacon Roofing Supply and Kodiak Building Partners are completely integrated. TopBuild is right on its heels, having generated roughly 6.2 billion dollars in annualized net sales. Together, the combined entity will instantly establish a massive 18 billion dollar distribution footprint.
quote:
By purchasing an operation that is technically larger, more stable, and vastly more profitable than itself, QXO instantly cures its own near-term margin deficiencies.
This gives the consolidated company the immediate cash flow engine required to support the next leg of its 50 billion dollar long-term rolling consolidation strategy.
This post was edited on 6/11/26 at 3:08 pm
Posted on 6/11/26 at 5:45 pm to LChama
I posted on them about 6 months ago and got no takers. It seems to me like an excellent buy below $20. Bradley Jacobs has built and rebuilt some amazing companies and this is his grand finale. He stepped back from United rentals after the new year and is full time with QXO now and they’re projecting some serious growth by 2030.
He did an interview on CNBC about a month ago where they challenged him on why would you want to be a company serving the housing market. He reminded them that QXO is basically a merger and acquisitions company and now is the time to be acquiring assets that are at historically low valuations.
Btw One other notable board member and major investor is Jared kushner
He did an interview on CNBC about a month ago where they challenged him on why would you want to be a company serving the housing market. He reminded them that QXO is basically a merger and acquisitions company and now is the time to be acquiring assets that are at historically low valuations.
Btw One other notable board member and major investor is Jared kushner
Posted on 6/11/26 at 6:03 pm to FredsGotSlacks
Did u jump in Fred? I got a couple hundred at $16. Looks like a lot of upside potential just worried about the %short.
BB88.. do u think there is too much risk with the expense of that acquisition?
BB88.. do u think there is too much risk with the expense of that acquisition?
Posted on 6/11/26 at 6:04 pm to FredsGotSlacks
quote:
Btw One other notable board member and major investor is Jared kushner
Posted on 6/11/26 at 6:33 pm to LChama
Yeah I’ve got about 500 shares with an average share price around 18
Posted on 6/11/26 at 6:43 pm to LChama
quote:I’m not qualified to speak about such scale, but it looks priced in…
BB88.. do u think there is too much risk with the expense of that acquisition?
I bought 12 $17 Jan 2027 calls because the options are dirt cheap!!
Great find with low IV
Posted on 6/12/26 at 6:46 am to bayoubengals88
Weird.. trending #9 on stocktwits
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