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TopBuild Corp.

BLD Industrials
$407.97 $-3.21 (-0.78%)
Market Cap: $11.43 B
Gurus Holding
5
Popularity Rank
#1657
% of Shares Held
0.31%
Net Activity (Q1 2026)
-$12.79 M

Guru Ownership Trend

Guru Analysis for TopBuild Corp. (BLD)

TopBuild Corp. (BLD), a key player in the Industrials sector, continues to attract institutional attention.

As of Q1 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $34.99 M.

Top institutional holders include Joel Greenblatt and Renaissance Technologies (RenTech).

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $12.79 M net outflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who opened a new position. Conversely, Steven Cohen reduced exposure by 90.8%.

Key Holders

Recent Activity Breakdown (Q1 2026)

+$10.99 M
Total Buy Value
New Buys 2
Additions 1
-$23.77 M
Total Sell Value
Reductions 2
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
2
Net Buyers
3

FAQs for TopBuild Corp. (BLD)

Major holders include Joel Greenblatt ($16.34 M), Renaissance Technologies (RenTech) ($9.73 M), Cliff Asness ($2.49 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 85,760 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $12.79 M, with 3 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited BLD. The total reported sell value was $23.77 M.

Yes, 2 managers opened new positions in BLD, and 1 increased their existing holdings. The total reported buy value was $10.99 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.05% Add 6.8% 46,519 $16.34 M Q1 2026
0.02% New Buy 27,700 $9.73 M Q1 2026
0.00% Reduce -81.5% 7,249 $2.49 M Q1 2026
0.00% Reduce -90.8% 3,693 $1.3 M Q1 2026
0.00% New Buy 599 $210,429 Q1 2026
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