Carnegie Lake Advisors’s Builders FirstSource BLDR Stock Holding History

Carnegie Lake 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	$1.19M	Sell	13,344 -200	-1%	-$16K	0.45%	54
2026 Q1	$1.12M	Hold	13,544	–	–	0.44%	52
2025 Q4	$1.39M	Hold	13,544	–	–	0.53%	45
2025 Q3	$1.64M	Sell	13,544 -984	-7%	-$131K	0.63%	41
2025 Q2	$1.7M	Hold	14,528	–	–	0.67%	40
2025 Q1	$1.81M	Hold	14,528	–	–	0.74%	39
2024 Q4	$2.08M	Hold	14,528	–	–	0.84%	29
2024 Q3	$2.82M	Buy	+14,528	New	+$2.41M	1.11%	19

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

Carnegie Lake Advisors's BLDR Position: Q2 2026 in Review

Carnegie Lake Advisors reduced its Builders FirstSource (BLDR) stake by 1.5% in Q2 2026, selling an estimated $16K and leaving 13,344 shares worth $1.19M. The position accounts for 0.45% of the portfolio, ranked #54.

Carnegie Lake Advisors first reported a position in BLDR in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.82M in Q3 2024. 670 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

Carnegie Lake Advisors held 13,344 shares of Builders FirstSource worth $1.19M as of Q2 2026.
Carnegie Lake Advisors sold 200 Builders FirstSource shares in Q2 2026, an estimated $16K.
Builders FirstSource made up 0.45% of Carnegie Lake Advisors's portfolio in Q2 2026, its #54 holding.
Carnegie Lake Advisors first reported a position in Builders FirstSource in Q3 2024 and has held it in 8 quarters since.
Carnegie Lake Advisors's Builders FirstSource position peaked at $2.82M in Q3 2024.
670 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on Carnegie Lake Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.