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)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2022   Q4 0 0.00 Sell 100.00% 4.32 SEC
2022   Q3 1,546,253 4.32 Add 28.33% 0.95 $164.78 $254,792,000 SEC
2022   Q2 1,204,908 3.21 Add 462.07% 2.64 $167.16 $201,412,000 SEC
2022   Q1 214,371 0.53 Buy 0.53 $181.39 $38,885,000 SEC
2021   Q3 0 0.00 Sell 100.00% 1.13 SEC
2021   Q2 480,000 1.13 Add 116.44% 0.61 $197.78 $94,934,000 SEC
2021   Q1 221,770 0.54 Buy 0.54 $209.43 $46,445,000 SEC