ACM
Anomaly Capital Management’s Builders FirstSource BLDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-498,793
| Closed | -$71.3M | – | 33 |
|
|
2024
Q4 | $71.3M | Sell |
498,793
-165,106
| -25% | -$23.6M | 2.11% | 20 |
|
|
2024
Q3 | $129M | Sell |
663,899
-356,542
| -35% | -$69.1M | 4.59% | 9 |
|
|
2024
Q2 | $141M | Buy |
1,020,441
+187,371
| +22% | +$25.9M | 5.37% | 7 |
|
|
2024
Q1 | $174M | Sell |
833,070
-364,146
| -30% | -$75.9M | 6.13% | 6 |
|
|
2023
Q4 | $200M | Buy |
1,197,216
+106,920
| +10% | +$17.8M | 8.61% | 1 |
|
|
2023
Q3 | $136M | Buy |
1,090,296
+260,185
| +31% | +$32.4M | 6.21% | 6 |
|
|
2023
Q2 | $113M | Sell |
830,111
-717,614
| -46% | -$97.6M | 4.36% | 8 |
|
|
2023
Q1 | $137M | Buy |
1,547,725
+236,974
| +18% | +$21M | 6.05% | 4 |
|
|
2022
Q4 | $85M | Buy |
1,310,751
+724,481
| +124% | +$47M | 3.83% | 11 |
|
|
2022
Q3 | $34.5M | Sell |
586,270
-337,163
| -37% | -$19.9M | 1.86% | 17 |
|
|
2022
Q2 | $49.6M | Sell |
923,433
-1,036,548
| -53% | -$55.7M | 2.5% | 14 |
|
|
2022
Q1 | $126M | Buy |
1,959,981
+79,432
| +4% | +$5.13M | 5.52% | 7 |
|
|
2021
Q4 | $161M | Sell |
1,880,549
-484,480
| -20% | -$41.5M | 9.47% | 3 |
|
|
2021
Q3 | $122M | Sell |
2,365,029
-738,123
| -24% | -$38.2M | 7.86% | 3 |
|
|
2021
Q2 | $132M | Buy |
3,103,152
+591,583
| +24% | +$25.2M | 8.36% | 3 |
|
|
2021
Q1 | $116M | Buy |
2,511,569
+1,135,488
| +83% | +$52.7M | 11.37% | 1 |
|
|
2020
Q4 | $56.2M | Buy |
+1,376,081
| New | +$56.2M | 6.83% | 2 |
|