Capital Fund Management (CFM)’s Builders FirstSource BLDR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$15M Buy
+167,289
New +$13.4M 0.07% 431
2025
Q3
– Sell
-49,428
Closed -$6.56M – 2445
2025
Q2
$5.77M Buy
+49,428
New +$5.7M 0.02% 1057
2025
Q1
– Sell
-60,238
Closed -$8.61M – 1994
2024
Q4
$8.61M Buy
+60,238
New +$10.7M 0.02% 815
2024
Q2
– Sell
-37,265
Closed -$6.33M – 1885
2024
Q1
$7.77M Sell
37,265
-96,082
-72% -$17.8M 0.02% 850
2023
Q4
$22.3M Sell
133,347
-143,046
-52% -$19M 0.06% 417
2023
Q3
$34.4M Buy
276,393
+211,831
+328% +$29.2M 0.12% 215
2023
Q2
$8.78M Buy
+64,562
New +$7.18M 0.04% 614
2020
Q4
– Sell
-57,459
Closed -$1.87M – 1289
2020
Q3
$1.87M Sell
57,459
-20,827
-27% -$565K 0.02% 650
2020
Q2
$1.62M Sell
78,286
-71,812
-48% -$1.3M 0.03% 565
2020
Q1
$1.84M Buy
150,098
+99,100
+194% +$2.24M 0.03% 557
2019
Q4
$1.3M Buy
50,998
+38,799
+318% +$927K 0.01% 995
2019
Q3
$251K Sell
12,199
-6,301
-34% -$117K ﹤0.01% 1504
2019
Q2
$312K Sell
18,500
-1,900
-9% -$28.4K ﹤0.01% 1365
2019
Q1
$272K Buy
+20,400
New +$268K ﹤0.01% 1475
2018
Q3
– Sell
-25,700
Closed -$470K – 1963
2018
Q2
$470K Buy
25,700
+10,000
+64% +$191K ﹤0.01% 1622
2018
Q1
$311K Buy
+15,700
New +$333K ﹤0.01% 1622
2017
Q1
– Sell
-27,300
Closed -$299K – 1468
2016
Q4
$299K Buy
+27,300
New +$296K ﹤0.01% 1441
2016
Q2
– Sell
-25,599
Closed -$289K – 1528
2016
Q1
$289K Buy
+25,599
New +$222K ﹤0.01% 1327

Other funds holding BLDR

Capital Fund Management (CFM)'s BLDR Position: Q2 2026 in Review

Capital Fund Management (CFM) opened a new position in Builders FirstSource (BLDR) in Q2 2026: 167,289 shares worth $15M. The stake represents 0.07% of the portfolio and ranks #431 among its holdings. This is a return to the name: Capital Fund Management (CFM) previously reported a position in BLDR as recently as Q2 2025.

Capital Fund Management (CFM) first reported a position in BLDR in Q1 2016 and has held it in 18 quarters since. The position peaked at $34.4M in Q3 2023. 671 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

  • Capital Fund Management (CFM) held 167,289 shares of Builders FirstSource worth $15M as of Q2 2026.
  • Builders FirstSource was a new Capital Fund Management (CFM) position in Q2 2026.
  • Builders FirstSource made up 0.07% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #431 holding.
  • Capital Fund Management (CFM) first reported a position in Builders FirstSource in Q1 2016 and has held it in 18 quarters since.
  • Capital Fund Management (CFM)'s Builders FirstSource position peaked at $34.4M in Q3 2023.
  • 671 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.