Grantham, Mayo, Van Otterloo & Co (GMO)’s TopBuild BLD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-65,034	Closed	-$25.1M	–	562
2024 Q2	$25.1M	Buy	65,034 +4,007	+7%	+$1.63M	0.08%	157
2024 Q1	$26.9M	Buy	61,027 +9,577	+19%	+$3.75M	0.1%	152
2023 Q4	$19.3M	Sell	51,450 -27,313	-35%	-$7.82M	0.09%	173
2023 Q3	$19.8M	Sell	78,763 -2,159	-3%	-$595K	0.09%	178
2023 Q2	$21.5M	Hold	80,922	–	–	0.1%	175
2023 Q1	$16.8M	Buy	80,922 +31,712	+64%	+$6.13M	0.09%	188
2022 Q4	$7.7M	Buy	+49,210	New	+$7.83M	0.04%	279
2017 Q2	–	Sell	-708,739	Closed	-$33.3M	–	583
2017 Q1	$33.3M	Sell	708,739 -478,400	-40%	-$19.4M	0.2%	102
2016 Q4	$42.3M	Sell	1,187,139 -987,323	-45%	-$34M	0.23%	102
2016 Q3	$72.2M	Sell	2,174,462 -604,900	-22%	-$21.3M	0.35%	71
2016 Q2	$101M	Sell	2,779,362 -92,400	-3%	-$3.12M	0.42%	61
2016 Q1	$85.4M	Buy	2,871,762 +399,154	+16%	+$10.8M	0.32%	69
2015 Q4	$76.1M	Buy	2,472,608 +873,359	+55%	+$26.2M	0.27%	75
2015 Q3	$49.5M	Buy	+1,599,249	New	+$49.5M	0.17%	106