Brandywine Global Investment 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
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