Cartenna Capital’s Builders FirstSource BLDR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-115,000
Closed -$22.3M 36
2024
Q3
$22.3M Buy
+115,000
New +$22.3M 0.87% 26
2024
Q2
Sell
-50,000
Closed -$10.4M 36
2024
Q1
$10.4M Sell
50,000
-130,000
-72% -$27.1M 0.57% 30
2023
Q4
$30M Buy
+180,000
New +$30M 1.85% 15