WEDGE CAPITAL MANAGEMENT L L P/NC BLD — Topbuild Corp

Ownership history in WEDGE CAPITAL MANAGEMENT L L P/NC  ·  5 quarters on record

AI Ownership Summary

WEDGE CAPITAL MANAGEMENT L L P/NC reported Topbuild Corp (BLD) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.2% in 2025 Q2. The latest visible filing shows BLD at 0.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEDGE CAPITAL MANAGEMENT L L P/NC's position in Topbuild Corp, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BLD was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BLD stock page WEDGE CAPITAL MANAGEMENT L L P/NC fund profile WEDGE CAPITAL MANAGEMENT L L P/NC full holdings
How WEDGE CAPITAL MANAGEMENT L L P/NC held BLD — position size vs. price
% of Fund (quarterly)    BLD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 29,442 +3,452 +13.3% 0.19% $10.3M 2026-04-13 $396.43
2025 Q4 REDUCED 10.8% -15.8% ✅ 25,990 -3,140 -10.8% 0.19% $10.8M 2026-01-14 $486.10
2025 Q3 REDUCED 16.4% +9.4% ❌ 29,130 -5,713 -16.4% 0.19% $11.4M 2025-10-10 $423.22
2025 Q2 ADDED — — — 34,843 +2,312 +7.1% 0.20% $11.3M 2025-07-11 $377.87
2025 Q1 INITIATED — — — 32,531 — — 0.19% $9.9M 2025-04-14 $292.21

🏢 Other funds also holding BLD

As of 2026 Q1 — sorted by position size

Kessler Investment Group, LLC 3Y 7Y 2.24% Buckland Partners Management Co LLC 1.7% Ranger Investment Management, L.P. 3Y 7Y 1.61% Promethos Capital, LLC 1.29% Liontrust Investment Partners LLP 3Y 1.28% Seascape Capital Management 3Y 7Y 1.02% FIRST SABREPOINT CAPITAL MANAGEMENT LP 3Y 7Y 1.02% PYA Waltman Capital, LLC 3Y 1.01% Ausbil Investment Management Ltd 3Y 1.0% Regents Gate Capital LLP 0.99%

FAQ About WEDGE CAPITAL MANAGEMENT L L P/NC and BLD

These are the practical questions this page is built to answer before you even open the full history table.

How long has WEDGE CAPITAL MANAGEMENT L L P/NC reported owning BLD?

WEDGE CAPITAL MANAGEMENT L L P/NC reported BLD across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported BLD position in WEDGE CAPITAL MANAGEMENT L L P/NC's portfolio?

The largest reported portfolio weight for BLD was 0.20% in 2025 Q2.

What is the latest reported BLD position on this page?

The most recent filing on this page is 2026 Q1, when WEDGE CAPITAL MANAGEMENT L L P/NC reported 29,442 shares, equal to 0.19% of portfolio, with an estimated market value of $10.3M.

What does the chart on this BLD ownership page compare?

The chart compares WEDGE CAPITAL MANAGEMENT L L P/NC's quarterly BLD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WEDGE CAPITAL MANAGEMENT L L P/NC time their BLD position?

Based on 13F filing dates vs. subsequent BLD price moves, WEDGE CAPITAL MANAGEMENT L L P/NC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on BLD relative to SPY over the holding period was -91.4%.

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