Brandywine Global Investment Management
BLDR icon

Brandywine Global Investment Management’s Builders FirstSource BLDR Stock Holding History

Brandywine Global Investment Management’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
Q2 		– Sell
-366,394
Closed -$45.8M – 581
2025
Q1 		$45.8M Buy
366,394
+52,802
+17% +$7.68M 0.33% 82
2024
Q4 		$44.8M Sell
313,592
-8,006
-2% -$1.42M 0.33% 84
2024
Q3 		$63.3M Sell
321,598
-2,080
-0.6% -$345K 0.42% 62
2024
Q2 		$44.8M Buy
323,678
+14,122
+5% +$2.4M 0.33% 80
2024
Q1 		$64.6M Sell
309,556
-3,243
-1% -$599K 0.47% 53
2023
Q4 		$52.2M Sell
312,799
-4,923
-2% -$654K 0.42% 68
2023
Q3 		$39.6M Sell
317,722
-10,938
-3% -$1.51M 0.35% 88
2023
Q2 		$44.7M Sell
328,660
-8,758
-3% -$974K 0.37% 83
2023
Q1 		$30M Sell
337,418
-3,673
-1% -$291K 0.24% 114
2022
Q4 		$22.1M Buy
341,091
+113,400
+50% +$7.08M 0.17% 144
2022
Q3 		$13.4M Buy
227,691
+111,619
+96% +$6.98M 0.13% 166
2022
Q2 		$6.23M Buy
+116,072
New +$7.12M 0.05% 297
2020
Q3 		– Sell
-370,418
Closed -$7.67M – 612
2020
Q2 		$7.67M Buy
370,418
+46,198
+14% +$835K 0.08% 231
2020
Q1 		$3.97M Sell
324,220
-22,381
-6% -$506K 0.05% 316
2019
Q4 		$8.81M Sell
346,601
-18,336
-5% -$438K 0.06% 265
2019
Q3 		$7.51M Buy
364,937
+60,802
+20% +$1.13M 0.06% 293
2019
Q2 		$5.13M Buy
+304,135
New +$4.55M 0.04% 404
2018
Q4 		– Sell
-30,000
Closed -$441K – 839
2018
Q3 		$441K Sell
30,000
-315,654
-91% -$5.35M ﹤0.01% 594
2018
Q2 		$6.32M Buy
+345,654
New +$6.61M 0.04% 373
2018
Q1 		– Sell
-379,665
Closed -$8.27M – 900
2017
Q4 		$8.27M Sell
379,665
-54,516
-13% -$1.03M 0.05% 324
2017
Q3 		$7.81M Buy
434,181
+14,173
+3% +$229K 0.05% 347
2017
Q2 		$6.43M Sell
420,008
-10,156
-2% -$152K 0.04% 383
2017
Q1 		$6.41M Buy
430,164
+4,470
+1% +$57.8K 0.04% 385
2016
Q4 		$4.67M Buy
+425,694
New +$4.62M 0.03% 455

Other funds holding BLDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Brandywine Global Investment Management's BLDR Position: Q2 2025 in Review

Brandywine Global Investment Management sold out of Builders FirstSource (BLDR) in Q2 2025, closing a stake of 366,394 shares — an estimated $45.8M sold.

Brandywine Global Investment Management first reported a position in BLDR in Q4 2016 and held it in 24 quarters. The position peaked at $64.6M in Q1 2024. 775 funds tracked by Wall St. Rank hold BLDR as of Q2 2025.

  • Brandywine Global Investment Management reported no remaining Builders FirstSource position as of Q2 2025 after selling out during the quarter.
  • Brandywine Global Investment Management sold 366,394 Builders FirstSource shares in Q2 2025, an estimated $45.8M.
  • Brandywine Global Investment Management first reported a position in Builders FirstSource in Q4 2016 and held it in 24 quarters.
  • Brandywine Global Investment Management's Builders FirstSource position peaked at $64.6M in Q1 2024.
  • 775 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2025.

Based on Brandywine Global Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.