First Sabrepoint Capital Management’s TopBuild BLD Stock Holding History

First Sabrepoint 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
2026 Q2	–	Sell	-8,000	Closed	-$2.81M	–	29
2026 Q1	$2.81M	Hold	8,000	–	–	1.02%	25
2025 Q4	$3.34M	Hold	8,000	–	–	1.29%	21
2025 Q3	$3.13M	Hold	8,000	–	–	0.99%	26
2025 Q2	$2.59M	Sell	8,000 -10,000	-56%	-$2.97M	0.92%	23
2025 Q1	$5.49M	Sell	18,000 -7,000	-28%	-$2.24M	2.04%	21
2024 Q4	$7.78M	Buy	25,000 +13,800	+123%	+$5.06M	2.09%	18
2024 Q3	$4.56M	Sell	11,200 -2,300	-17%	-$928K	1.32%	32
2024 Q2	$5.2M	Sell	13,500 -16,000	-54%	-$6.52M	1.57%	25
2024 Q1	$13M	Hold	29,500	–	–	3.48%	11
2023 Q4	$11M	Sell	29,500 -125	-0.4%	-$35.8K	3.64%	10
2023 Q3	$7.45M	Sell	29,625 -13,375	-31%	-$3.68M	3.18%	17
2023 Q2	$11.4M	Buy	+43,000	New	+$9.46M	5.01%	5

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

First Sabrepoint Capital Management's BLD Position: Q2 2026 in Review

First Sabrepoint Capital Management sold out of TopBuild (BLD) in Q2 2026, closing a stake of 8,000 shares — an estimated $2.81M sold.

First Sabrepoint Capital Management first reported a position in BLD in Q2 2023 and held it in 12 quarters. The position peaked at $13M in Q1 2024. 437 funds tracked by Wall St. Rank hold BLD as of Q2 2026.

First Sabrepoint Capital Management reported no remaining TopBuild position as of Q2 2026 after selling out during the quarter.
First Sabrepoint Capital Management sold 8,000 TopBuild shares in Q2 2026, an estimated $2.81M.
First Sabrepoint Capital Management first reported a position in TopBuild in Q2 2023 and held it in 12 quarters.
First Sabrepoint Capital Management's TopBuild position peaked at $13M in Q1 2024.
437 funds tracked by Wall St. Rank held TopBuild as of Q2 2026.

Based on First Sabrepoint Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.