TC
BLD

TwinBeech Capital’s TopBuild BLD Stock Holding History

TwinBeech 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
2025
Q4 		– Sell
-30,012
Closed -$11.7M – 611
2025
Q3 		$11.7M Buy
+30,012
New +$12M 0.46% 69
2025
Q1 		– Sell
-3,538
Closed -$1.1M – 719
2024
Q4 		$1.1M Sell
3,538
-35,485
-91% -$13M 0.02% 375
2024
Q3 		$15.9M Sell
39,023
-21,744
-36% -$8.77M 0.3% 94
2024
Q2 		$23.4M Buy
+60,767
New +$24.8M 0.46% 71
2023
Q4 		– Sell
-55,059
Closed -$13.9M – 662
2023
Q3 		$13.9M Buy
+55,059
New +$15.2M 0.27% 111
2023
Q1 		– Sell
-16,488
Closed -$2.58M – 623
2022
Q4 		$2.58M Buy
+16,488
New +$2.62M 0.05% 383
2022
Q3 		– Sell
-29,472
Closed -$4.93M – 628
2022
Q2 		$4.93M Buy
29,472
+12,983
+79% +$2.38M 0.22% 122
2022
Q1 		$2.99M Buy
+16,489
New +$3.69M 0.13% 198
2021
Q3 		– Sell
-4,098
Closed -$811K – 583
2021
Q2 		$811K Buy
+4,098
New +$849K 0.1% 237
2021
Q1 		– Sell
-1,689
Closed -$311K – 458
2020
Q4 		$311K Buy
+1,689
New +$299K 0.05% 361
2020
Q3 		– Sell
-8,393
Closed -$955K – 434
2020
Q2 		$955K Buy
8,393
+4,571
+120% +$456K 0.21% 148
2020
Q1 		$274K Sell
3,822
-813
-18% -$83K 0.11% 232
2019
Q4 		$478K Buy
+4,635
New +$482K 0.14% 220

Other funds holding BLD

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TwinBeech Capital's BLD Position: Q4 2025 in Review

TwinBeech Capital sold out of TopBuild (BLD) in Q4 2025, closing a stake of 30,012 shares — an estimated $11.7M sold.

TwinBeech Capital first reported a position in BLD in Q4 2019 and held it in 13 quarters. The position peaked at $23.4M in Q2 2024. 547 funds tracked by Wall St. Rank hold BLD as of Q4 2025.

  • TwinBeech Capital reported no remaining TopBuild position as of Q4 2025 after selling out during the quarter.
  • TwinBeech Capital sold 30,012 TopBuild shares in Q4 2025, an estimated $11.7M.
  • TwinBeech Capital first reported a position in TopBuild in Q4 2019 and held it in 13 quarters.
  • TwinBeech Capital's TopBuild position peaked at $23.4M in Q2 2024.
  • 547 funds tracked by Wall St. Rank held TopBuild as of Q4 2025.

Based on TwinBeech Capital's 13F filing for Q4 2025, filed 17 Feb 2026.