Cobalt Capital 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
2025
Q2
$4.67M Buy
2025
Q1
$2.5M Buy
2022
Q3
Sell
2022
Q2
$2.69M Sell
2022
Q1
$6.78M Buy
2021
Q3
Sell
2021
Q2
$12.8M Hold
2021
Q1
$13.9M Sell
2020
Q4
$14.1M Buy
2020
Q3
$8.06M Buy