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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$331K	Hold	2,837	–	–	0.02%	240
2025 Q1	$354K	Buy	2,837 +16	+0.6%	+$2K	0.03%	227
2024 Q4	$403K	Sell	2,821 -188	-6%	-$26.9K	0.02%	221
2024 Q3	$583K	Sell	3,009 -263	-8%	-$51K	0.02%	186
2024 Q2	$453K	Buy	+3,272	New	+$453K	0.02%	206