Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$889K Sell
2,508
-444
-15% -$183K 0.03% 129
2026
Q1
$1.04M Hold
2,952
0.04% 110
2025
Q4
$1.23M Buy
+2,952
New +$1.27M 0.04% 105

Other funds holding BLD

Henshaw Capital's BLD Position: Q2 2026 in Review

Henshaw Capital reduced its TopBuild (BLD) stake by 15% in Q2 2026, selling an estimated $183K and leaving 2,508 shares worth $889K. The position accounts for 0.03% of the portfolio, ranked #129.

Henshaw Capital first reported a position in BLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.23M in Q4 2025. 437 funds tracked by Wall St. Rank hold BLD as of Q2 2026.

  • Henshaw Capital held 2,508 shares of TopBuild worth $889K as of Q2 2026.
  • Henshaw Capital sold 444 TopBuild shares in Q2 2026, an estimated $183K.
  • TopBuild made up 0.03% of Henshaw Capital's portfolio in Q2 2026, its #129 holding.
  • Henshaw Capital first reported a position in TopBuild in Q4 2025 and has held it in 3 quarters since.
  • Henshaw Capital's TopBuild position peaked at $1.23M in Q4 2025.
  • 437 funds tracked by Wall St. Rank held TopBuild as of Q2 2026.

Based on Henshaw Capital's 13F filing for Q2 2026, filed 12 Aug 2026.