Polen Capital Management’s TopBuild BLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,931
Closed -$1.5M 243
2025
Q1
$1.5M Sell
4,931
-289
-6% -$88.1K ﹤0.01% 88
2024
Q4
$1.63M Buy
5,220
+1,145
+28% +$356K ﹤0.01% 90
2024
Q3
$1.66M Buy
+4,075
New +$1.66M ﹤0.01% 93