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Arcataur Capital Management’s Builders FirstSource BLDR Stock Holding History

Arcataur 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 		$213K Buy
+2,375
New +$190K 0.05% 99
2026
Q1 		– Sell
-2,335
Closed -$240K – 105
2025
Q4 		$240K Hold
2,335
– – 0.07% 95
2025
Q3 		$283K Sell
2,335
-95
-4% -$12.6K 0.08% 87
2025
Q2 		$284K Hold
2,430
– – 0.09% 91
2025
Q1 		$304K Buy
+2,430
New +$354K 0.1% 87

Other funds holding BLDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Arcataur Capital Management's BLDR Position: Q2 2026 in Review

Arcataur Capital Management opened a new position in Builders FirstSource (BLDR) in Q2 2026: 2,375 shares worth $213K. The stake represents 0.05% of the portfolio and ranks #99 among its holdings. This is a return to the name: Arcataur Capital Management previously reported a position in BLDR as recently as Q4 2025.

Arcataur Capital Management first reported a position in BLDR in Q1 2025 and has held it in 5 quarters since. The position peaked at $304K in Q1 2025. 419 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

  • Arcataur Capital Management held 2,375 shares of Builders FirstSource worth $213K as of Q2 2026.
  • Builders FirstSource was a new Arcataur Capital Management position in Q2 2026.
  • Builders FirstSource made up 0.05% of Arcataur Capital Management's portfolio in Q2 2026, its #99 holding.
  • Arcataur Capital Management first reported a position in Builders FirstSource in Q1 2025 and has held it in 5 quarters since.
  • Arcataur Capital Management's Builders FirstSource position peaked at $304K in Q1 2025.
  • 419 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on Arcataur Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.