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Applied Finance Capital Management’s Builders FirstSource BLDR Stock Holding History

Applied Finance 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
Q2 		– Sell
-2,805
Closed -$231K – 227
2026
Q1 		$231K Buy
2,805
+75
+3% +$8.01K 0.02% 208
2025
Q4 		$281K Buy
2,730
+552
+25% +$62K 0.02% 202
2025
Q3 		$264K Sell
2,178
-659
-23% -$87.4K 0.02% 243
2025
Q2 		$331K Hold
2,837
– – 0.02% 240
2025
Q1 		$354K Buy
2,837
+16
+0.6% +$2.33K 0.03% 227
2024
Q4 		$403K Sell
2,821
-188
-6% -$33.3K 0.02% 221
2024
Q3 		$583K Sell
3,009
-263
-8% -$43.6K 0.02% 186
2024
Q2 		$453K Buy
+3,272
New +$555K 0.02% 206

Other funds holding BLDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Applied Finance Capital Management's BLDR Position: Q2 2026 in Review

Applied Finance Capital Management sold out of Builders FirstSource (BLDR) in Q2 2026, closing a stake of 2,805 shares — an estimated $231K sold.

Applied Finance Capital Management first reported a position in BLDR in Q2 2024 and held it in 8 quarters. The position peaked at $583K in Q3 2024. 670 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

  • Applied Finance Capital Management reported no remaining Builders FirstSource position as of Q2 2026 after selling out during the quarter.
  • Applied Finance Capital Management sold 2,805 Builders FirstSource shares in Q2 2026, an estimated $231K.
  • Applied Finance Capital Management first reported a position in Builders FirstSource in Q2 2024 and held it in 8 quarters.
  • Applied Finance Capital Management's Builders FirstSource position peaked at $583K in Q3 2024.
  • 670 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on Applied Finance Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.