Distillate Capital Partners’s TopBuild BLD Stock Holding History

Distillate Capital Partners’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
2026 Q2	$14.4M	Sell	40,552 -1,117	-3%	-$461K	0.75%	79
2026 Q1	$14.6M	Sell	41,669 -181	-0.4%	-$81.1K	0.77%	73
2025 Q4	$17.5M	Sell	41,850 -953	-2%	-$409K	0.9%	41
2025 Q3	$16.7M	Sell	42,803 -558	-1%	-$223K	0.87%	48
2025 Q2	$14M	Sell	43,361 -2,223	-5%	-$659K	0.75%	72
2025 Q1	$13.9M	Sell	45,584 -4,491	-9%	-$1.44M	0.71%	76
2024 Q4	$15.6M	Buy	50,075 +10,565	+27%	+$3.87M	0.77%	74
2024 Q3	$16.1M	Buy	39,510 +3,608	+10%	+$1.46M	0.8%	52
2024 Q2	$13.8M	Buy	+35,902	New	+$14.6M	0.73%	82
2022 Q2	–	Sell	-18,942	Closed	-$3.44M	–	112
2022 Q1	$3.44M	Buy	18,942 +711	+4%	+$159K	0.49%	100
2021 Q4	$5.03M	Buy	+18,231	New	+$4.67M	0.84%	48

Other funds holding BLD

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ECM

ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Distillate Capital Partners's BLD Position: Q2 2026 in Review

Distillate Capital Partners reduced its TopBuild (BLD) stake by 2.7% in Q2 2026, selling an estimated $461K and leaving 40,552 shares worth $14.4M. The position accounts for 0.75% of the portfolio, ranked #79.

Distillate Capital Partners first reported a position in BLD in Q4 2021 and has held it in 11 quarters since. The position peaked at $17.5M in Q4 2025. 437 funds tracked by Wall St. Rank hold BLD as of Q2 2026.

Distillate Capital Partners held 40,552 shares of TopBuild worth $14.4M as of Q2 2026.
Distillate Capital Partners sold 1,117 TopBuild shares in Q2 2026, an estimated $461K.
TopBuild made up 0.75% of Distillate Capital Partners's portfolio in Q2 2026, its #79 holding.
Distillate Capital Partners first reported a position in TopBuild in Q4 2021 and has held it in 11 quarters since.
Distillate Capital Partners's TopBuild position peaked at $17.5M in Q4 2025.
437 funds tracked by Wall St. Rank held TopBuild as of Q2 2026.

Based on Distillate Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.