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TopBuild Corp.

BLD Industrials
$354.53 $0 (0.00%)
Market Cap: $9.94 B
Gurus Holding
6
Popularity Rank
#1555
% of Shares Held
1.43%
Net Activity (Q2 2026)
+$134.74 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 Q2 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $141.75 M.

Top institutional holders include Paul Tudor Jones and Steven Cohen.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $134.74 M net inflow during the quarter.

Recent activity highlights Steven Cohen who dramatically increased their stake.

Key Holders

Top 5 by Value

$116.46 M
$22.42 M
$21.31 M
$4.5 M
$210,429

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$160.81 M
Total Buy Value
New Buys 3
Additions 2
-$26.07 M
Total Sell Value
Reductions 0
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
2
Net Buyers
5

FAQs for TopBuild Corp. (BLD)

Major holders include Paul Tudor Jones ($116.46 M), Steven Cohen ($22.42 M), George Soros ($21.31 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 399,835 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $134.74 M, with 5 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 0 managers trimmed their positions, while 2 fully exited BLD. The total reported sell value was $26.07 M.

Yes, 3 managers opened new positions in BLD, and 2 increased their existing holdings. The total reported buy value was $160.81 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.16% New Buy 273,295 $116.46 M Q2 2026
0.02% Add 1612.2% 63,230 $22.42 M Q2 2026
0.26% New Buy 50,000 $21.31 M Q2 2026
0.00% Add 75.3% 12,705 $4.5 M Q2 2026
0.00% New Buy 599 $210,429 Q1 2026
0.00% New Buy 6 $2,159 Q2 2026
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