Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$9.29M Sell
21,520
-56,164
-72% -$23.2M 0.24% 101
2026
Q1
$27.3M Buy
77,684
+27,700
+55% +$12.4M 0.85% 10
2025
Q4
$20.9M Buy
49,984
+40,548
+430% +$17.4M 0.63% 26
2025
Q3
$3.69M Sell
9,436
-17,097
-64% -$6.82M 0.15% 152
2025
Q2
$8.59M Buy
26,533
+14,811
+126% +$4.39M 0.37% 55
2025
Q1
$3.57M Buy
+11,722
New +$3.75M 0.15% 157

Other funds holding BLD

SummitTX Capital's BLD Position: Q2 2026 in Review

SummitTX Capital reduced its TopBuild (BLD) stake by 72% in Q2 2026, selling an estimated $23.2M and leaving 21,520 shares worth $9.29M. The position accounts for 0.24% of the portfolio, ranked #101.

SummitTX Capital first reported a position in BLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $27.3M in Q1 2026. 437 funds tracked by Wall St. Rank hold BLD as of Q2 2026.

  • SummitTX Capital held 21,520 shares of TopBuild worth $9.29M as of Q2 2026.
  • SummitTX Capital sold 56,164 TopBuild shares in Q2 2026, an estimated $23.2M.
  • TopBuild made up 0.24% of SummitTX Capital's portfolio in Q2 2026, its #101 holding.
  • SummitTX Capital first reported a position in TopBuild in Q1 2025 and has held it in 6 quarters since.
  • SummitTX Capital's TopBuild position peaked at $27.3M in Q1 2026.
  • 437 funds tracked by Wall St. Rank held TopBuild as of Q2 2026.

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