Cercano Management’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
-200,111
Closed -$38.8M 178
2024
Q3
$38.8M Buy
200,111
+93,190
+87% +$18.1M 0.93% 30
2024
Q2
$14.8M Buy
+106,921
New +$14.8M 0.39% 53