Position in BLD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,415,638
+$1,415,638 QoQ
Shares Held
3,993
+219.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#188
of 435 holders
Holding Since
Mar 2023
5 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, 2026Qsemble Capital Management, LP holds $6,571,566 across 8 Engineering & Construction names. BLD ranks #2 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACM |
Aecom
|
36,232 | $2,528,993 | |
| 2 | BLD |
QXO Insulation, LLC
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|
3,993 | $1,415,638 | |
| 3 | APG |
APi Group Corp
|
20,518 | $868,937 | |
| 4 | PWR |
Quanta Services, Inc.
|
873 | $628,594 | |
| 5 | FLR |
Fluor Corp
|
7,947 | $416,343 | |
| 6 | DY |
Dycom Industries Inc
|
529 | $267,457 | |
| 7 | ECG |
Everus Construction Group, Inc.
|
1,360 | $225,692 | |
| 8 | STRL |
Sterling Infrastructure, Inc.
|
262 | $219,912 |
All Filings in BLD
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,415,638 | 3,993 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | — | 1,250 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | — | 1,499 | Shares | Sole | 2026-02-05 | |
| 2024-06-30 | — | 1,283 | Shares | Sole | 2024-08-07 | |
| 2023-03-31 | — | 2,300 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||