Baillie Gifford & Co
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Baillie Gifford & Co’s Builders FirstSource BLDR Stock Holding History

Baillie Gifford & Co’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
2025
Q4 		– Sell
-1,469,801
Closed -$178M – 268
2025
Q3 		$178M Sell
1,469,801
-54,481
-4% -$7.23M 0.13% 104
2025
Q2 		$178M Sell
1,524,282
-36,693
-2% -$4.23M 0.13% 102
2025
Q1 		$195M Sell
1,560,975
-102,445
-6% -$14.9M 0.17% 91
2024
Q4 		$238M Buy
1,663,420
+285,458
+21% +$50.5M 0.18% 88
2024
Q3 		$267M Buy
+1,377,962
New +$228M 0.2% 85

Other funds holding BLDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Baillie Gifford & Co's BLDR Position: Q4 2025 in Review

Baillie Gifford & Co sold out of Builders FirstSource (BLDR) in Q4 2025, closing a stake of 1,469,801 shares — an estimated $178M sold.

Baillie Gifford & Co first reported a position in BLDR in Q3 2024 and held it in 5 quarters. The position peaked at $267M in Q3 2024. 766 funds tracked by Wall St. Rank hold BLDR as of Q4 2025.

  • Baillie Gifford & Co reported no remaining Builders FirstSource position as of Q4 2025 after selling out during the quarter.
  • Baillie Gifford & Co sold 1,469,801 Builders FirstSource shares in Q4 2025, an estimated $178M.
  • Baillie Gifford & Co first reported a position in Builders FirstSource in Q3 2024 and held it in 5 quarters.
  • Baillie Gifford & Co's Builders FirstSource position peaked at $267M in Q3 2024.
  • 766 funds tracked by Wall St. Rank held Builders FirstSource as of Q4 2025.

Based on Baillie Gifford & Co's 13F filing for Q4 2025, filed 23 Jan 2026.