Quantessence Capital LLC

Position in BLD — QXO Insulation, LLC

CIK 2009590 NEW YORK, NY

Position in BLD

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$584,974

+$584,974 QoQ

Shares Held

1,650

+104.5% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

1.78%

of 13F equity value

Holder Rank

#231

of 436 holders

Holding Since

Dec 2024

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Quantessence Capital LLC holds $1,949,442 across 4 Engineering & Construction names. BLD ranks #2 (30.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PWR	Quanta Services, Inc.	825	$594,033
2	BLD	QXO Insulation, LLC This page	1,650	$584,974
3	STRL	Sterling Infrastructure, Inc.	589	$494,383
4	DY	Dycom Industries Inc	546	$276,052

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$584,974	1,650	+104.5%	Shares	Sole	2026-08-14
2025-09-30	—	807	+2.9%	Shares	Sole	2025-11-14
2024-12-31	—	784	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.