Investor adds Texas Pacific Land and QXO, citing strong growth and strategic M&A plans despite risks.

Investor Leo Nelissen is increasing his holdings in Texas Pacific Land (TPL) and QXO, highlighting TPL's strong revenue growth of 35% year-over-year and high EBITDA margin of 87%, with a current valuation of 31 times earnings amid market volatility. QXO is pursuing a tech-driven merger and acquisition strategy in building products distribution, aiming for $5.5 billion EBITDA and $2.10 EPS by 2030. Risks include potential prolonged low oil prices affecting TPL and high interest rates impacting QXO's housing-related growth. Nelissen's concentrated portfolio strategy reflects confidence in these companies' long-term prospects despite market uncertainties.

QXO's market capitalization stands at $14.33 billion with a daily trading volume of 13,044,601 shares on Pluang as of Nov 12, 2026 19:42 WIB. The stock price is currently USD 13.75, down 0.43% for the day. This trading activity highlights ongoing investor interest in QXO amid its strategic growth plans and the broader market environment.