Brave Warrior Advisors’s Builders FirstSource BLDR Stock Holding History

Brave Warrior Advisors’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	$209M	Sell	2,340,571 -31,721	-1%	-$2.53M	4.56%	11
2026 Q1	$195M	Sell	2,372,292 -6,853	-0.3%	-$732K	4.83%	10
2025 Q4	$245M	Buy	2,379,145 +573,764	+32%	+$64.5M	5.73%	8
2025 Q3	$219M	Sell	1,805,381 -21,880	-1%	-$2.9M	5.08%	9
2025 Q2	$213M	Buy	1,827,261 +585,683	+47%	+$67.6M	4.89%	12
2025 Q1	$155M	Buy	+1,241,578	New	+$181M	3.55%	14

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

Brave Warrior Advisors's BLDR Position: Q2 2026 in Review

Brave Warrior Advisors reduced its Builders FirstSource (BLDR) stake by 1.3% in Q2 2026, selling an estimated $2.53M and leaving 2,340,571 shares worth $209M. The position accounts for 4.56% of the portfolio, ranked #11.

Brave Warrior Advisors first reported a position in BLDR in Q1 2025 and has held it in 6 quarters since. The position peaked at $245M in Q4 2025. 670 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

Brave Warrior Advisors held 2,340,571 shares of Builders FirstSource worth $209M as of Q2 2026.
Brave Warrior Advisors sold 31,721 Builders FirstSource shares in Q2 2026, an estimated $2.53M.
Builders FirstSource made up 4.56% of Brave Warrior Advisors's portfolio in Q2 2026, its #11 holding.
Brave Warrior Advisors first reported a position in Builders FirstSource in Q1 2025 and has held it in 6 quarters since.
Brave Warrior Advisors's Builders FirstSource position peaked at $245M in Q4 2025.
670 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on Brave Warrior Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.