Jeff Ubben - ValueAct Holdings
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    18
Portfolio value:    $5,712,466,529
Holdings Activity Buys Sells    History
Holding/activity history for  TopBuild Corp. (BLD)
← All BLD superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2022   Q4 0 0.00 Sell 100.00% 4.32 $140.66–183.45 · VW $161.36i SEC
2022   Q3 1,546,253 4.32 Add 28.33% 0.95 $153.82–221.38 · VW $185.76i $254,792,000 SEC
2022   Q2 1,204,908 3.21 Add 462.07% 2.64 $150.71–208.91 · VW $182.19i $201,412,000 SEC
2022   Q1 214,371 0.53 Buy 0.53 $181.07–280.83 · VW $218.35i $38,885,000 SEC
2021   Q3 0 0.00 Sell 100.00% 1.13 $180.66–231.93 · VW $207.58i SEC
2021   Q2 480,000 1.13 Add 116.44% 0.61 $179.50–235.50 · VW $203.20i $94,934,000 SEC
2021   Q1 221,770 0.54 Buy 0.54 $178.03–224.89 · VW $201.09i $46,445,000 SEC
Price snapshot:
Current price$354.53
52-week low$330.51
52-week high$559.47