Bayesian Capital Management’s TopBuild BLD Stock Holding History

Bayesian Capital Management’s Portfolio BLD Stock Details BLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-683	Closed	-$221K	–	554
2025 Q2	$221K	Buy	+683	New	+$203K	0.03%	443
2025 Q1	–	Sell	-1,722	Closed	-$536K	–	631
2024 Q4	$536K	Buy	+1,722	New	+$631K	0.07%	351
2024 Q3	–	Sell	-954	Closed	-$368K	–	701
2024 Q2	$368K	Buy	+954	New	+$389K	0.04%	452
2023 Q1	–	Sell	-10,235	Closed	-$1.6M	–	792
2022 Q4	$1.6M	Buy	10,235 +5,800	+131%	+$923K	0.23%	94
2022 Q3	$731K	Buy	+4,435	New	+$820K	0.15%	190
2022 Q2	–	Sell	-2,700	Closed	-$490K	–	793
2022 Q1	$490K	Buy	+2,700	New	+$605K	0.07%	375
2020 Q1	–	Sell	-2,888	Closed	-$298K	–	781
2019 Q4	$298K	Sell	2,888 -2,726	-49%	-$284K	0.05%	427
2019 Q3	$541K	Buy	5,614 +2,791	+99%	+$247K	0.1%	258
2019 Q2	$234K	Buy	+2,823	New	+$216K	0.05%	414
2019 Q1	–	Sell	-10,532	Closed	-$474K	–	560
2018 Q4	$474K	Buy	10,532 +4,000	+61%	+$195K	0.1%	295
2018 Q3	$371K	Buy	+6,532	New	+$465K	0.06%	398
2016 Q3	–	Sell	-10,360	Closed	-$375K	–	361
2016 Q2	$375K	Buy	+10,360	New	+$350K	0.22%	181

Other funds holding BLD

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Bayesian Capital Management's BLD Position: Q3 2025 in Review

Bayesian Capital Management sold out of TopBuild (BLD) in Q3 2025, closing a stake of 683 shares — an estimated $221K sold.

Bayesian Capital Management first reported a position in BLD in Q2 2016 and held it in 12 quarters. The position peaked at $1.6M in Q4 2022. 551 funds tracked by Wall St. Rank hold BLD as of Q3 2025.

Bayesian Capital Management reported no remaining TopBuild position as of Q3 2025 after selling out during the quarter.
Bayesian Capital Management sold 683 TopBuild shares in Q3 2025, an estimated $221K.
Bayesian Capital Management first reported a position in TopBuild in Q2 2016 and held it in 12 quarters.
Bayesian Capital Management's TopBuild position peaked at $1.6M in Q4 2022.
551 funds tracked by Wall St. Rank held TopBuild as of Q3 2025.

Based on Bayesian Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.