Position in BLD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,654,495
+$3,654,495 QoQ
Shares Held
10,308
+178.0% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#138
of 436 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BLD Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026L2 Asset Management, LLC holds $6,930,951 across 6 Engineering & Construction names. BLD ranks #1 (52.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLD |
QXO Insulation, LLC
This page
|
10,308 | $3,654,495 | |
| 2 | FIX |
Comfort Systems USA Inc
|
508 | $1,006,830 | |
| 3 | EME |
EMCOR Group, Inc.
|
1,110 | $921,166 | |
| 4 | PWR |
Quanta Services, Inc.
|
852 | $613,474 | |
| 5 | ACM |
Aecom
|
8,759 | $611,378 | |
| 6 | BBCP |
Concrete Pumping Holdings, Inc.
|
10,258 | $123,608 |
All Filings in BLD
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,654,495 | 10,308 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | — | 3,708 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | — | 6,130 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||