Joel Greenblatt - Gotham Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    1749
Portfolio value:    $32,652,425,993
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
2026   Q1 46,519 0.05 Add 6.83% <0.01 $331.33–559.47 · VW $431.20i $16,342,125 SEC
2025   Q4 43,544 0.07 Add 3.19% <0.01 $386.50–461.49 · VW $428.70i $18,166,121 SEC
2025   Q3 42,199 0.07 Add 47.16% 0.02 $321.67–445.74 · VW $390.79i $16,493,901 SEC
2025   Q2 28,675 0.06 Reduce 17.39% 0.02 $266.26–328.94 · VW $299.08i $9,283,245 SEC
2025   Q1 34,711 0.09 Add 128.71% 0.05 $288.31–365.58 · VW $317.18i $10,585,119 SEC
2024   Q4 15,177 0.04 Add 6.30% <0.01 $302.70–417.79 · VW $361.93i $4,725,207 SEC
2024   Q3 14,278 0.06 Reduce 44.84% 0.06 $350.86–495.68 · VW $418.19i $5,808,433 SEC
2024   Q2 25,883 0.13 Add 68.02% 0.05 $372.51–452.87 · VW $407.07i $9,971,943 SEC
2024   Q1 15,405 0.10 Add 15.26% 0.01 $345.01–443.07 · VW $396.00i $6,789,446 SEC
2023   Q4 13,366 0.09 Reduce 19.62% 0.02 $217.08–382.95 · VW $288.29i $5,002,359 SEC
2023   Q3 16,628 0.09 Add 88.95% 0.04 $245.31–307.54 · VW $274.90i $4,183,605 SEC
2023   Q2 8,800 0.05 Reduce 10.44% <0.01 $184.50–267.41 · VW $223.34i $2,340,976 SEC
2023   Q1 9,826 0.05 Add 85.92% 0.02 $156.49–216.24 · VW $197.12i $2,045,184 SEC
2022   Q4 5,285 0.02 Reduce 29.15% 0.01 $140.66–183.45 · VW $161.36i $827,050 SEC
2022   Q3 7,459 0.04 Add 30.77% <0.01 $153.82–221.38 · VW $185.76i $1,229,000 SEC
2022   Q2 5,704 0.03 Add 39.63% <0.01 $150.71–208.91 · VW $182.19i $953,000 SEC
2022   Q1 4,085 0.02 Add 5.36% <0.01 $181.07–280.83 · VW $218.35i $741,000 SEC
2021   Q4 3,877 0.03 Add 3.14% <0.01 $200.13–284.07 · VW $259.06i $1,070,000 SEC
2021   Q3 3,759 0.03 Reduce 34.49% 0.02 $180.66–231.93 · VW $207.58i $770,000 SEC
2021   Q2 5,738 0.05 Reduce 3.69% <0.01 $179.50–235.50 · VW $203.20i $1,135,000 SEC
2021   Q1 5,958 0.06 Reduce 52.29% 0.04 $178.03–224.89 · VW $201.09i $1,248,000 SEC
2020   Q4 12,488 0.08 Reduce 1.16% <0.01 $146.50–200.32 · VW $172.90i $2,299,000 SEC
2020   Q3 12,635 0.07 Reduce 63.80% 0.08 $111.32–172.40 · VW $144.90i $2,157,000 SEC
2020   Q2 34,901 0.12 Reduce 58.46% 0.10 $59.09–134.75 · VW $107.83i $3,971,000 SEC
2020   Q1 84,015 0.17 Reduce 19.33% 0.04 $54.83–125.66 · VW $95.59i $6,019,000 SEC
2019   Q4 104,148 0.20 Add 14.41% 0.02 $91.31–113.74 · VW $104.73i $10,736,000 SEC
2019   Q3 91,028 0.16 Add 2.93% <0.01 $78.26–97.99 · VW $88.65i $8,778,000 SEC
2019   Q2 88,434 0.12 Add 83.47% 0.05 $64.05–86.96 · VW $77.23i $7,319,000 SEC
2019   Q1 48,200 0.05 Add 184.90% 0.03 $43.71–66.99 · VW $57.59i $3,124,000 SEC
2018   Q4 16,918 0.01 Buy 0.01 $41.27–57.16 · VW $48.46i $761,000 SEC
2018   Q3 0 0.00 Sell 100.00% 0.05 $56.16–84.56 · VW $67.08i SEC
2018   Q2 41,941 0.05 Reduce 62.76% 0.08 $71.90–87.21 · VW $79.55i $3,286,000 SEC
2018   Q1 112,611 0.12 Add 32.83% 0.03 $67.31–82.26 · VW $74.62i $8,617,000 SEC
2017   Q4 84,778 0.09 Reduce 21.44% 0.02 $60.32–76.40 · VW $68.25i $6,421,000 SEC
2017   Q3 107,920 0.10 Reduce 47.27% 0.07 $51.64–65.44 · VW $57.80i $7,033,000 SEC
2017   Q2 204,651 0.16 Add 52.00% 0.05 $45.89–55.30 · VW $51.77i $10,861,000 SEC
2017   Q1 134,641 0.08 Reduce 2.35% <0.01 $35.60–48.33 · VW $42.55i $6,328,000 SEC
2016   Q4 137,883 0.06 Reduce 30.17% 0.03 $28.81–39.51 · VW $34.13i $4,909,000 SEC
2016   Q3 197,465 0.09 Reduce 42.63% 0.07 $32.03–38.94 · VW $35.21i $6,556,000 SEC
2016   Q2 344,200 0.15 Reduce 13.10% 0.02 $29.23–38.05 · VW $34.53i $12,460,000 SEC
2016   Q1 396,076 0.13 Add 5.16% <0.01 $23.02–30.77 · VW $27.39i $11,779,000 SEC
2015   Q4 376,632 0.13 Buy 0.13 $27.58–33.33 · VW $29.98i $11,589,000 SEC
Price snapshot:
Current price$354.53
Avg. buy price$333.98
+/- since buy6.15%
52-week low$330.51
52-week high$559.47