Cerrano Capital Management’s Builders FirstSource BLDR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-230,800	Closed	-$4.22M	–	1
2018 Q2	$4.22M	Buy	230,800 +39,700	+21%	+$726K	0.71%	21
2018 Q1	$3.79M	Buy	+191,100	New	+$3.79M	0.76%	23