Cobalt Capital Management’s Builders FirstSource BLDR Stock Holding History

Cobalt Capital Management’s Portfolio BLDR Stock Details BLDR Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
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