Picton Mahoney Asset Management’s TopBuild BLD Stock Holding History

Picton Mahoney Asset 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	$16.2M	Buy	+45,810	New	+$18.9M	0.12%	159
2024 Q3	–	Sell	-630	Closed	-$243K	–	857
2024 Q2	$243K	Buy	630 +95	+18%	+$38.7K	0.01%	270
2024 Q1	$235K	Sell	535 -110	-17%	-$43K	0.01%	259
2023 Q4	$241K	Buy	645 +10	+2%	+$2.86K	0.01%	302
2023 Q3	$160K	Hold	635	–	–	﹤0.01%	272
2023 Q2	$169K	Sell	635 -35	-5%	-$7.7K	0.01%	294
2023 Q1	$139K	Sell	670 -10	-1%	-$1.93K	0.01%	359
2022 Q4	$107K	Hold	680	–	–	0.01%	526
2022 Q3	$112K	Buy	+680	New	+$126K	﹤0.01%	549

Other funds holding BLD

HBK Investments Dallas, Texas $10.3B AUM 67.69% 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 $3.38T AUM 44.17% 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

Picton Mahoney Asset Management's BLD Position: Q2 2026 in Review

Picton Mahoney Asset Management opened a new position in TopBuild (BLD) in Q2 2026: 45,810 shares worth $16.2M. The stake represents 0.12% of the portfolio and ranks #159 among its holdings. This is a return to the name: Picton Mahoney Asset Management previously reported a position in BLD as recently as Q2 2024.

Picton Mahoney Asset Management first reported a position in BLD in Q3 2022 and has held it in 9 quarters since. 442 funds tracked by Wall St. Rank hold BLD as of Q2 2026.

Picton Mahoney Asset Management held 45,810 shares of TopBuild worth $16.2M as of Q2 2026.
TopBuild was a new Picton Mahoney Asset Management position in Q2 2026.
TopBuild made up 0.12% of Picton Mahoney Asset Management's portfolio in Q2 2026, its #159 holding.
Picton Mahoney Asset Management first reported a position in TopBuild in Q3 2022 and has held it in 9 quarters since.
442 funds tracked by Wall St. Rank held TopBuild as of Q2 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.