Bornite Capital Management’s Builders FirstSource BLDR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-80,000	Closed	-$11.1M	–	40
2024 Q2	$11.1M	Buy	+80,000	New	+$11.1M	1.82%	21