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Atalan Capital Partners’s Builders FirstSource BLDR Stock Holding History

Atalan Capital Partners’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
-1,600,000
Closed -$103M – 13
2022
Q1 		$103M Sell
1,600,000
-330,000
-17% -$24M 7.62% 8
2021
Q4 		$165M Hold
1,930,000
– – 10.57% 3
2021
Q3 		$99.9M Buy
1,930,000
+135,000
+8% +$6.59M 6.23% 9
2021
Q2 		$76.6M Buy
1,795,000
+545,000
+44% +$25.3M 4.65% 13
2021
Q1 		$58M Buy
+1,250,000
New +$53.2M 3.96% 14

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CCM
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William Blair Investment Management
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State Street
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Allspring Global Investments
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CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Atalan Capital Partners's BLDR Position: Q2 2022 in Review

Atalan Capital Partners sold out of Builders FirstSource (BLDR) in Q2 2022, closing a stake of 1,600,000 shares — an estimated $103M sold.

Atalan Capital Partners first reported a position in BLDR in Q1 2021 and held it in 5 quarters. The position peaked at $165M in Q4 2021. 490 funds tracked by Wall St. Rank hold BLDR as of Q2 2022.

  • Atalan Capital Partners reported no remaining Builders FirstSource position as of Q2 2022 after selling out during the quarter.
  • Atalan Capital Partners sold 1,600,000 Builders FirstSource shares in Q2 2022, an estimated $103M.
  • Atalan Capital Partners first reported a position in Builders FirstSource in Q1 2021 and held it in 5 quarters.
  • Atalan Capital Partners's Builders FirstSource position peaked at $165M in Q4 2021.
  • 490 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2022.

Based on Atalan Capital Partners's 13F filing for Q2 2022, filed 15 Aug 2022.