12 West Capital Management’s Builders FirstSource BLDR Stock Holding History

12 West Capital Management’s Portfolio BLDR Stock Details BLDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-1,010,000	Closed	-$11.6M	–	17
2016 Q3	$11.6M	Buy	+1,010,000	New	+$12.7M	1.67%	11

Other funds holding BLDR

SCM

Stadium Capital Management New Canaan, Connecticut $21M AUM 6.45% 1-Year Est. Return

RCM

Raging Capital Management Rocky Hill, New Jersey $18.2M AUM 17.75% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

SIM

Stelliam Investment Management New York $404M AUM 5.1% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

12 West Capital Management's BLDR Position: Q4 2016 in Review

12 West Capital Management sold out of Builders FirstSource (BLDR) in Q4 2016, closing a stake of 1,010,000 shares — an estimated $11.6M sold.

12 West Capital Management first reported a position in BLDR in Q3 2016 and held it in 1 quarter. The position peaked at $11.6M in Q3 2016. 178 funds tracked by Wall St. Rank hold BLDR as of Q4 2016.

12 West Capital Management reported no remaining Builders FirstSource position as of Q4 2016 after selling out during the quarter.
12 West Capital Management sold 1,010,000 Builders FirstSource shares in Q4 2016, an estimated $11.6M.
12 West Capital Management first reported a position in Builders FirstSource in Q3 2016 and held it in 1 quarter.
12 West Capital Management's Builders FirstSource position peaked at $11.6M in Q3 2016.
178 funds tracked by Wall St. Rank held Builders FirstSource as of Q4 2016.

Based on 12 West Capital Management's 13F filing for Q4 2016, filed 14 Feb 2017.