Position in BLD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$18,623,815
+$18,623,815 QoQ
Shares Held
52,531
+18933.0% QoQ
Ownership
0.187%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#72
of 435 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BLD Over Time
Shares Held
Position Value (USD)
Derivatives in BLD
reported options exposure · as of Sep 30, 2025CallValue
$0
CallShares
7,000
PutValue
$0
PutShares
7,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Hudson Bay Capital Management LP holds $86,223,845 across 11 Engineering & Construction names. BLD ranks #2 (21.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACA |
Arcosa, Inc.
|
175,000 | $25,425,750 | |
| 2 | BLD |
QXO Insulation, LLC
This page
|
52,531 | $18,623,815 | |
| 3 | LGN |
Legence Corp.
|
168,740 | $14,381,710 | |
| 4 | FIX |
Comfort Systems USA Inc
|
3,482 | $6,901,149 | |
| 5 | STRL |
Sterling Infrastructure, Inc.
|
7,760 | $6,513,433 | |
| 6 | MTZ |
Mastec Inc
|
13,611 | $5,662,992 | |
| 7 | J |
Jacobs Solutions Inc.
|
21,869 | $2,755,494 | |
| 8 | DY |
Dycom Industries Inc
|
5,440 | $2,750,409 |
All Filings in BLD
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,623,815 | 52,531 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | — | 7,000 | Call | Sole | 2025-12-15 | |
| 2025-09-30 | — | 276 | Shares | Defined | 2025-12-15 | |
| 2025-09-30 | — | 7,000 | Put | Sole | 2025-12-15 | |
| 2025-06-30 | — | 12,589 | Shares | Sole | 2025-08-18 | |
| 2025-06-30 | — | 25,700 | Put | Sole | 2025-08-18 | |
| 2025-06-30 | — | 25,600 | Call | Sole | 2025-08-18 | |
| 2025-03-31 | — | 25,700 | Put | Sole | 2025-05-14 | |
| 2025-03-31 | — | 9,840 | Shares | Sole | 2025-05-14 | |
| 2025-03-31 | — | 25,600 | Call | Sole | 2025-05-14 | |
| 2024-12-31 | — | 2,313 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | — | 2,400 | Put | Sole | 2025-02-14 | |
| 2024-12-31 | — | 2,400 | Call | Sole | 2025-02-14 | |
| 2024-09-30 | — | 2,400 | Call | Sole | 2024-11-13 | |
| 2024-09-30 | — | 2,400 | Put | Sole | 2024-11-13 | |
| 2024-09-30 | — | 5,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | — | 7,300 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | — | 9,300 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | — | 4,100 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | — | 16,100 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | — | 16,500 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | — | 30,500 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||