683 Capital Management’s Builders FirstSource BLDR Stock Holding History

683 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
2026 Q1	$6.59M	Buy	80,000 +44,000	+122%	+$4.7M	0.34%	61
2025 Q4	$3.7M	Hold	36,000	–	–	0.16%	94
2025 Q3	$4.37M	Sell	36,000 -2,000	-5%	-$265K	0.23%	79
2025 Q2	$4.43M	Buy	+38,000	New	+$4.38M	0.29%	78
2023 Q2	–	Sell	-160,000	Closed	-$14.2M	–	181
2023 Q1	$14.2M	Sell	160,000 -80,000	-33%	-$6.34M	1.06%	30
2022 Q4	$15.6M	Sell	240,000 -150,000	-38%	-$9.37M	1.32%	20
2022 Q3	$23M	Buy	+390,000	New	+$24.4M	1.78%	16

Other funds holding BLDR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

683 Capital Management's BLDR Position: Q1 2026 in Review

683 Capital Management increased its Builders FirstSource (BLDR) stake by 122% in Q1 2026, buying an estimated $4.7M and bringing the position to 80,000 shares worth $6.59M. The position accounts for 0.34% of the portfolio, ranked #61.

683 Capital Management first reported a position in BLDR in Q3 2022 and has held it in 7 quarters since. The position peaked at $23M in Q3 2022. 719 funds tracked by Wall St. Rank hold BLDR as of Q1 2026.

683 Capital Management held 80,000 shares of Builders FirstSource worth $6.59M as of Q1 2026.
683 Capital Management bought 44,000 Builders FirstSource shares in Q1 2026, an estimated $4.7M.
Builders FirstSource made up 0.34% of 683 Capital Management's portfolio in Q1 2026, its #61 holding.
683 Capital Management first reported a position in Builders FirstSource in Q3 2022 and has held it in 7 quarters since.
683 Capital Management's Builders FirstSource position peaked at $23M in Q3 2022.
719 funds tracked by Wall St. Rank held Builders FirstSource as of Q1 2026.

Based on 683 Capital Management's 13F filing for Q1 2026, filed 15 May 2026.