PYA Waltman Capital’s TopBuild BLD Stock Holding History

PYA Waltman Capital’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	$3.77M	Buy	10,634 +300	+3%	+$124K	0.9%	32
2026 Q1	$3.63M	Buy	10,334 +421	+4%	+$189K	1.01%	24
2025 Q4	$4.14M	Sell	9,913 -488	-5%	-$209K	1.11%	21
2025 Q3	$4.07M	Buy	10,401 +4,139	+66%	+$1.65M	1.09%	20
2025 Q2	$2.03M	Buy	6,262 +236	+4%	+$70K	0.58%	39
2025 Q1	$1.84M	Buy	6,026 +1,659	+38%	+$531K	0.58%	37
2024 Q4	$1.36M	Buy	4,367 +457	+12%	+$168K	0.44%	42
2024 Q3	$1.59M	Buy	+3,910	New	+$1.58M	0.52%	40

Other funds holding BLD

HBK Investments Dallas, Texas $10.2B AUM 67.73% 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 $3.37T AUM 44.26% 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

PYA Waltman Capital's BLD Position: Q2 2026 in Review

PYA Waltman Capital increased its TopBuild (BLD) stake by 2.9% in Q2 2026, buying an estimated $124K and bringing the position to 10,634 shares worth $3.77M. The position accounts for 0.9% of the portfolio, ranked #32.

PYA Waltman Capital first reported a position in BLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.14M in Q4 2025. 437 funds tracked by Wall St. Rank hold BLD as of Q2 2026.

PYA Waltman Capital held 10,634 shares of TopBuild worth $3.77M as of Q2 2026.
PYA Waltman Capital bought 300 TopBuild shares in Q2 2026, an estimated $124K.
TopBuild made up 0.9% of PYA Waltman Capital's portfolio in Q2 2026, its #32 holding.
PYA Waltman Capital first reported a position in TopBuild in Q3 2024 and has held it in 8 quarters since.
PYA Waltman Capital's TopBuild position peaked at $4.14M in Q4 2025.
437 funds tracked by Wall St. Rank held TopBuild as of Q2 2026.

Based on PYA Waltman Capital's 13F filing for Q2 2026, filed 14 Aug 2026.