Atalan Capital Partners’s Builders FirstSource BLDR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,600,000
Closed -$103M 13
2022
Q1
$103M Sell
1,600,000
-330,000
-17% -$21.3M 7.62% 8
2021
Q4
$165M Hold
1,930,000
10.57% 3
2021
Q3
$99.9M Buy
1,930,000
+135,000
+8% +$6.98M 6.23% 9
2021
Q2
$76.6M Buy
1,795,000
+545,000
+44% +$23.2M 4.65% 13
2021
Q1
$58M Buy
+1,250,000
New +$58M 3.96% 14