Cheviot Value Management’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
$280K Buy
3,125
+300
+11% +$24K 0.03% 123
2026
Q1
$233K Buy
2,825
+150
+6% +$16K 0.02% 122
2025
Q4
$313K Buy
2,675
+245
+10% +$27.5K 0.03% 114
2025
Q3
$290K Buy
2,430
+605
+33% +$80.3K 0.03% 121
2025
Q2
$241K Buy
1,825
+150
+9% +$17.3K 0.03% 107
2025
Q1
$187K Buy
+1,675
New +$244K 0.02% 109

Other funds holding BLDR

Cheviot Value Management's BLDR Position: Q2 2026 in Review

Cheviot Value Management increased its Builders FirstSource (BLDR) stake by 11% in Q2 2026, buying an estimated $24K and bringing the position to 3,125 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #123.

Cheviot Value Management first reported a position in BLDR in Q1 2025 and has held it in 6 quarters since. The position peaked at $313K in Q4 2025. 670 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

  • Cheviot Value Management held 3,125 shares of Builders FirstSource worth $280K as of Q2 2026.
  • Cheviot Value Management bought 300 Builders FirstSource shares in Q2 2026, an estimated $24K.
  • Builders FirstSource made up 0.03% of Cheviot Value Management's portfolio in Q2 2026, its #123 holding.
  • Cheviot Value Management first reported a position in Builders FirstSource in Q1 2025 and has held it in 6 quarters since.
  • Cheviot Value Management's Builders FirstSource position peaked at $313K in Q4 2025.
  • 670 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.