Arlington Capital Management’s Builders FirstSource BLDR Stock Holding History

Arlington 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
2022 Q2	–	Sell	-6,819	Closed	-$440K	–	6
2022 Q1	$440K	Buy	+6,819	New	+$495K	1.79%	21
2020 Q2	–	Sell	-39,331	Closed	-$481K	–	22
2020 Q1	$481K	Sell	39,331 -13,938	-26%	-$315K	0.44%	25
2019 Q4	$1.35M	Buy	53,269 +15,079	+39%	+$360K	0.85%	14
2019 Q3	$786K	Buy	+38,190	New	+$712K	0.48%	20

Other funds holding BLDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

CCM

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Arlington Capital Management's BLDR Position: Q2 2022 in Review

Arlington Capital Management sold out of Builders FirstSource (BLDR) in Q2 2022, closing a stake of 6,819 shares — an estimated $440K sold.

Arlington Capital Management first reported a position in BLDR in Q3 2019 and held it in 4 quarters. The position peaked at $1.35M in Q4 2019. 490 funds tracked by Wall St. Rank hold BLDR as of Q2 2022.

Arlington Capital Management reported no remaining Builders FirstSource position as of Q2 2022 after selling out during the quarter.
Arlington Capital Management sold 6,819 Builders FirstSource shares in Q2 2022, an estimated $440K.
Arlington Capital Management first reported a position in Builders FirstSource in Q3 2019 and held it in 4 quarters.
Arlington Capital Management's Builders FirstSource position peaked at $1.35M in Q4 2019.
490 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2022.

Based on Arlington Capital Management's 13F filing for Q2 2022, filed 10 Aug 2022.