Bill Miller’s Builders FirstSource BLDR Stock Holding History

Bill Miller’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
2026 Q2	$1.71M	Buy	19,115 +222	+1%	+$17.7K	0.4%	44
2026 Q1	$1.56M	Buy	+18,893	New	+$2.02M	0.41%	43
2024 Q1	–	Sell	-13,000	Closed	-$2.17M	–	33
2023 Q4	$2.17M	Hold	13,000	–	–	1.29%	23
2023 Q3	$1.62M	Sell	13,000 -4,000	-24%	-$552K	1.02%	29
2023 Q2	$2.31M	Sell	17,000 -4,500	-21%	-$500K	1.52%	25
2023 Q1	$1.91M	Hold	21,500	–	–	0.12%	60
2022 Q4	$1.39M	Buy	+21,500	New	+$1.34M	0.09%	65

Other funds holding BLDR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bill Miller's BLDR Position: Q2 2026 in Review

Bill Miller increased its Builders FirstSource (BLDR) stake by 1.2% in Q2 2026, buying an estimated $17.7K and bringing the position to 19,115 shares worth $1.71M. The position accounts for 0.4% of the portfolio, ranked #44.

Bill Miller first reported a position in BLDR in Q4 2022 and has held it in 7 quarters since. The position peaked at $2.31M in Q2 2023. 666 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

Bill Miller held 19,115 shares of Builders FirstSource worth $1.71M as of Q2 2026.
Bill Miller bought 222 Builders FirstSource shares in Q2 2026, an estimated $17.7K.
Builders FirstSource made up 0.4% of Bill Miller's portfolio in Q2 2026, its #44 holding.
Bill Miller first reported a position in Builders FirstSource in Q4 2022 and has held it in 7 quarters since.
Bill Miller's Builders FirstSource position peaked at $2.31M in Q2 2023.
666 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on Miller Value Partners's 13F filing for Q2 2026, filed 14 Aug 2026.