Artisan Global Discovery Fund Q4 2025 Winners, Laggards, Buys & Sells [Seeking Alpha]
TopBuild Corp. (BLD)
NASDAQ:AMEX Investor Relations:
topbuild.com/investors/overview/default.aspx
Company Research
Source: Seeking Alpha
Stock selection in health care was the strongest contributor to performance for both the quarter and year. Management highlighted strong demand for high-speed optical components supporting AI-driven data center growth, alongside improving margins. The company reported a strong launch for Brinsupri™ (brensocatib), the first approved therapy for non-cystic fibrosis bronchiectasis, generating $28 million in initial sales. During the quarter, we initiated new positions in Texas Roadhouse, TopBuild and SailPoint. Getty Images The following segment was excerpted from the Artisan Global Discovery Fund Q4 2025 Commentary. The portfolio generated strong absolute returns in Q4 and 2025 but trailed the MSCI All Country World Small Mid Index over each period. Q4 This article was written by Quick Insights Underperformance stemmed from stock selection in consumer discretionary, communication services, IT, and financials, while health care overweight and stock picks were the stron
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News
- Why TopBuild (BLD) Shares Are Falling Today [Yahoo! Finance]Yahoo! Finance
- TopBuild's (NYSE:BLD) Q4 CY2025 Earnings Results: Revenue In Line With Expectations [Yahoo! Finance]Yahoo! Finance
- TopBuild Reports Fourth Quarter and Year-End 2025 Results, Provides 2026 Outlook [Yahoo! Finance]Yahoo! Finance
- TopBuild Non-GAAP EPS of $4.50 misses by $0.04, revenue of $1.49B in-line [Seeking Alpha]Seeking Alpha
- TopBuild Reports Fourth Quarter and Year-End 2025 Results, Provides 2026 OutlookGlobeNewswire
BLD
Earnings
- 2/26/26 - Beat
BLD
Sec Filings
- 2/26/26 - Form 10-K
- 2/26/26 - Form 8-K
- 2/18/26 - Form 4
- BLD's page on the SEC website