
What smart money is saying about QXO
2 funds in our archive have pitched QXO — most recently Tsai Capital in December 2025.
QXO, Inc. distributes roofing, waterproofing, and other building products in the United States. It offers asphalt, metal roofing, wood roofing, tile roofing, slate roofing, roofing accessories, and roofing insulation products; vinyl siding, aluminum siding, steel siding, fiber cement siding, wood and composite siding, trim and accessories, and gutters and accessories; built-up roofing, modified roofing, EPDM roofing, PVC roofing, and low-slope metal roofing; as well as air and vapor barriers, fluid-applied products, repair and protection solutions, and membrane waterproofing products. The company also provides building materials and supplies, such as exterior materials, interior materials, and tools and equipment; and roof hatches and other tri-built building products. It serves contractors, distributors, and suppliers to streamline operations. QXO, Inc. was formerly known as SilverSun Technologies, Inc. and changed its name to QXO, Inc. in June 2024. The company is based in Greenwich, Connecticut.
Fund coverage · 2 theses
- Tsai CapitalDecember 2025
QXO is consolidating building products distribution under Brad Jacobs with operational improvements and high-ROC targets following the Beacon acquisition.
Read the full thesis - Clearbridge Mid Cap StrategySeptember 2025
QXO is a newly formed building materials distribution platform aiming to consolidate the industry and enhance efficiency through technology under the leadership of experienced executive Brad Jacobs.
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