TopBuild Corp. (BLD): A Bull Case Theory
We came across a bullish thesis on TopBuild Corp. (BLD) on Substack by Kairos Research. In this article, we will summarize the bulls’ thesis on BLD. TopBuild Corp.
Topbuild Corp (BLD)
Market is closed
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Millennium Management Israel Englander | 237,646 | $73,988,706 | +64% | 0.03% |
| 2. | Interval Partners Gregg Moskowitz | 171,593 | $53,423,765 | 1.04% | |
| 3. | Schonfeld Strategic Advisors Ryan Tolkin (Cio) | 61,201 | $19,054,318 | -3% | 0.11% |
| 4. | Alyeska Investment Group Anand Parekh | 47,792 | $14,879,561 | 0.05% | |
| 5. | Point72 Asset Management Steve Cohen | 41,546 | $12,934,822 | -55% | 0.02% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $28.50 | 1,750 | Director | 8,750 | 2015-11-18 | Filing | |
| $28.50 | 3,500 | Director | 7,000 | 2015-11-17 | Filing | |
| $28.68 | 3,500 | Director | 3,500 | 2015-11-16 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $306.92 | 1,779 | Officer | 9,874 | 2025-03-03 | Filing | |
| $418.05 | 2,500 | Officer, Director | 69,468 | 2024-06-12 | Filing | |
| $415.81 | 300 | Director | 5,920 | 2024-05-31 | Filing | |
| $436.11 | 640 | Director | 4,100 | 2024-05-15 | Filing | |
| $406.53 | 540 | Officer | 15,928 | 2024-05-09 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 3,029,012 | $943,049,531 | 0.19% | |
| 2. | 3,001,370 | $934,446,533 | 0.01% | |
| 3. | 2,795,935 | $870,486,402 | 0.01% | |
| 4. | 1,627,731 | $506,777,609 | 0.03% | |
| 5. | 1,145,365 | $356,597,939 | 0.05% |
News See All
TopBuild Corp. (NYSE:BLD) Q4 2024 Earnings Call Transcript
Operator: Ladies and gentlemen, greetings and welcome to the TopBuild Corp.'s Fourth Quarter and Year End 2024 earnings conference call. At this time, all participants are in a listen-only mode.
TopBuild Corp. (BLD) Fell on Soft Quarterly Results
Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Should You Invest in Topbuild Corp (BLD)?
Polen Capital, an investment management company, released its “Polen Global SMID Company Growth” third quarter 2024 investor letter. A copy of the letter can be downloaded here.
TopBuild Corp. (NYSE:BLD) Q3 2024 Earnings Call Transcript
Operator: Greetings, and welcome to TopBuild's Third Quarter 2024 Earnings Conference Call. At this time, all participants are in a listen-only mode.
7 Best Engineering Stocks to Invest in
In an era where infrastructure and technology converge, the engineering industry stands as a cornerstone of economic growth and innovation.
8 Most Profitable Industrial Stocks to Invest In
Total US industrial net absorption in H1 2024 came in at 67.1 million square feet, reflecting a significant decline from the historic peak in absorption in 2021, when it was 749.3 million square feet ...
TopBuild Corp. (NYSE:BLD) Q2 2024 Earnings Call Transcript
Operator: Greetings and welcome to the TopBuild's Second Quarter 2024 Earnings Conference Call. At this time, all participants are in a listen-only mode.
TopBuild Corp. (NYSE:BLD) Q1 2024 Earnings Call Transcript
Operator: Greetings. Welcome to the TopBuild's First Quarter 2024 Earnings Release. At this time, all participants are in a listen-only mode.
5 Best Engineering Stocks to Buy for 2024
In this piece, we will take a look at the five best engineering stocks to buy for 2024.
Billionaire Hedge Funds
