BGIM
BLD

Brandywine Global Investment Management’s TopBuild BLD Stock Holding History

Brandywine Global Investment 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
Q4 		$8.2M Sell
19,652
-8,686
-31% -$3.72M 0.06% 291
2025
Q3 		$11.1M Buy
28,338
+5,613
+25% +$2.24M 0.08% 242
2025
Q2 		$7.36M Sell
22,725
-127
-0.6% -$37.7K 0.05% 306
2025
Q1 		$6.97M Sell
22,852
-3,733
-14% -$1.19M 0.05% 303
2024
Q4 		$8.28M Buy
26,585
+17,895
+206% +$6.56M 0.06% 282
2024
Q3 		$3.49M Buy
+8,690
New +$3.51M 0.02% 461
2024
Q1 		– Sell
-10,614
Closed -$3.97M – 707
2023
Q4 		$3.97M Sell
10,614
-600
-5% -$172K 0.03% 441
2023
Q3 		$2.82M Sell
11,214
-800
-7% -$220K 0.02% 490
2023
Q2 		$3.2M Buy
12,014
+2,034
+20% +$447K 0.03% 470
2023
Q1 		$2.08M Buy
9,980
+6,037
+153% +$1.17M 0.02% 543
2022
Q4 		$617K Sell
3,943
-1,192
-23% -$190K ﹤0.01% 670
2022
Q3 		$846K Buy
+5,135
New +$949K 0.01% 635
2021
Q1 		– Sell
-24,094
Closed -$4.43M – 674
2020
Q4 		$4.43M Buy
24,094
+1,185
+5% +$210K 0.04% 396
2020
Q3 		$3.91M Buy
+22,909
New +$3.29M 0.04% 368

Other funds holding BLD

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Brandywine Global Investment Management's BLD Position: Q4 2025 in Review

Brandywine Global Investment Management reduced its TopBuild (BLD) stake by 31% in Q4 2025, selling an estimated $3.72M and leaving 19,652 shares worth $8.2M. The position accounts for 0.06% of the portfolio, ranked #291.

Brandywine Global Investment Management first reported a position in BLD in Q3 2020 and has held it in 14 quarters since. The position peaked at $11.1M in Q3 2025. 547 funds tracked by Wall St. Rank hold BLD as of Q4 2025.

  • Brandywine Global Investment Management held 19,652 shares of TopBuild worth $8.2M as of Q4 2025.
  • Brandywine Global Investment Management sold 8,686 TopBuild shares in Q4 2025, an estimated $3.72M.
  • TopBuild made up 0.06% of Brandywine Global Investment Management's portfolio in Q4 2025, its #291 holding.
  • Brandywine Global Investment Management first reported a position in TopBuild in Q3 2020 and has held it in 14 quarters since.
  • Brandywine Global Investment Management's TopBuild position peaked at $11.1M in Q3 2025.
  • 547 funds tracked by Wall St. Rank held TopBuild as of Q4 2025.

Based on Brandywine Global Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.