Balyasny Asset Management’s Builders FirstSource BLDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19.4M | Sell |
235,549
-69,610
| -23% | -$7.43M | 0.03% | 704 |
|
|
2025
Q4 | $31.4M | Buy |
305,159
+302,324
| +10,664% | +$34M | 0.04% | 513 |
|
|
2025
Q3 | $344K | Sell |
2,835
-2,178
| -43% | -$289K | ﹤0.01% | 2525 |
|
|
2025
Q2 | $585K | Buy |
+5,013
| New | +$578K | ﹤0.01% | 2227 |
|
|
2024
Q4 | – | Sell |
-66,475
| Closed | -$11.8M | – | 2749 |
|
|
2024
Q3 | $12.9M | Buy |
66,475
+63,973
| +2,557% | +$10.6M | 0.02% | 830 |
|
|
2024
Q2 | $346K | Sell |
2,502
-493,301
| -99% | -$83.7M | ﹤0.01% | 2184 |
|
|
2024
Q1 | $103M | Sell |
495,803
-26,643
| -5% | -$4.92M | 0.18% | 114 |
|
|
2023
Q4 | $87.2M | Buy |
522,446
+515,076
| +6,989% | +$68.5M | 0.16% | 133 |
|
|
2023
Q3 | $917K | Sell |
7,370
-473,302
| -98% | -$65.3M | ﹤0.01% | 1586 |
|
|
2023
Q2 | $65.4M | Buy |
480,672
+203,729
| +74% | +$22.7M | 0.14% | 191 |
|
|
2023
Q1 | $24.6M | Buy |
+276,943
| New | +$21.9M | 0.06% | 440 |
|
|
2022
Q3 | – | Sell |
-108,999
| Closed | -$5.85M | – | 2863 |
|
|
2022
Q2 | $5.85M | Buy |
+108,999
| New | +$6.68M | 0.02% | 869 |
|
|
2021
Q3 | – | Sell |
-147,437
| Closed | -$6.29M | – | 1953 |
|
|
2021
Q2 | $6.29M | Sell |
147,437
-487,875
| -77% | -$22.6M | 0.03% | 645 |
|
|
2021
Q1 | $29.5M | Buy |
+635,312
| New | +$27M | 0.15% | 171 |
|
|
2020
Q1 | – | Sell |
-253,945
| Closed | -$6.45M | – | 1175 |
|
|
2019
Q4 | $6.45M | Buy |
253,945
+71,407
| +39% | +$1.71M | 0.04% | 535 |
|
|
2019
Q3 | $3.76M | Sell |
182,538
-9,802
| -5% | -$183K | 0.03% | 599 |
|
|
2019
Q2 | $3.24M | Sell |
192,340
-424,391
| -69% | -$6.35M | 0.02% | 735 |
|
|
2019
Q1 | $8.23M | Buy |
+616,731
| New | +$8.11M | 0.05% | 440 |
|
|
2018
Q3 | – | Sell |
-116,774
| Closed | -$2.14M | – | 1676 |
|
|
2018
Q2 | $2.14M | Buy |
116,774
+103,835
| +802% | +$1.98M | 0.01% | 911 |
|
|
2018
Q1 | $257K | Sell |
12,939
-1,846,518
| -99% | -$39.1M | ﹤0.01% | 1672 |
|
|
2017
Q4 | $40.5M | Sell |
1,859,457
-1,509,363
| -45% | -$28.6M | 0.13% | 203 |
|
|
2017
Q3 | $60.6M | Buy |
3,368,820
+1,433,894
| +74% | +$23.1M | 0.24% | 103 |
|
|
2017
Q2 | $29.6M | Buy |
1,934,926
+61,899
| +3% | +$925K | 0.12% | 228 |
|
|
2017
Q1 | $27.9M | Buy |
1,873,027
+1,823,027
| +3,646% | +$23.6M | 0.13% | 204 |
|
|
2016
Q4 | $549K | Sell |
50,000
-130,612
| -72% | -$1.42M | ﹤0.01% | 1129 |
|
|
2016
Q3 | $2.08M | Sell |
180,612
-96,043
| -35% | -$1.21M | 0.01% | 608 |
|
|
2016
Q2 | $3.11M | Sell |
276,655
-720,317
| -72% | -$8.32M | 0.02% | 608 |
|
|
2016
Q1 | $11.2M | Buy |
996,972
+958,072
| +2,463% | +$8.3M | 0.07% | 367 |
|
|
2015
Q4 | $431K | Sell |
38,900
-6,950
| -15% | -$88.3K | ﹤0.01% | 873 |
|
|
2015
Q3 | $581K | Buy |
+45,850
| New | +$651K | ﹤0.01% | 798 |
|
Other funds holding BLDR
VCM
VPM
Balyasny Asset Management's BLDR Position: Q1 2026 in Review
Balyasny Asset Management reduced its Builders FirstSource (BLDR) stake by 23% in Q1 2026, selling an estimated $7.43M and leaving 235,549 shares worth $19.4M. The position accounts for 0.03% of the portfolio, ranked #704.
Balyasny Asset Management first reported a position in BLDR in Q3 2015 and has held it in 30 quarters since. The position peaked at $103M in Q1 2024. 719 funds tracked by Wall St. Rank hold BLDR as of Q1 2026.
- Balyasny Asset Management held 235,549 shares of Builders FirstSource worth $19.4M as of Q1 2026.
- Balyasny Asset Management sold 69,610 Builders FirstSource shares in Q1 2026, an estimated $7.43M.
- Builders FirstSource made up 0.03% of Balyasny Asset Management's portfolio in Q1 2026, its #704 holding.
- Balyasny Asset Management first reported a position in Builders FirstSource in Q3 2015 and has held it in 30 quarters since.
- Balyasny Asset Management's Builders FirstSource position peaked at $103M in Q1 2024.
- 719 funds tracked by Wall St. Rank held Builders FirstSource as of Q1 2026.
Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.