PYA Waltman Capital’s TopBuild BLD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.03M	Buy	6,262 +236	+4%	+$76.4K	0.58%	39
2025 Q1	$1.84M	Buy	6,026 +1,659	+38%	+$506K	0.58%	37
2024 Q4	$1.36M	Buy	4,367 +457	+12%	+$142K	0.44%	42
2024 Q3	$1.59M	Buy	+3,910	New	+$1.59M	0.52%	40