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Coliseum Capital Management’s Builders FirstSource BLDR Stock Holding History

Coliseum Capital Management’s Portfolio BLDR Stock Details BLDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$232M Buy
2,598,218
+505,000
+24% +$40.3M 20% 2
2026
Q1 		$172M Buy
2,093,218
+1,312,570
+168% +$140M 14.13% 2
2025
Q4 		$80.3M Buy
+780,648
New +$87.7M 6.58% 7
2025
Q3 		– Sell
-638,210
Closed -$74.5M – 12
2025
Q2 		$74.5M Buy
638,210
+83,169
+15% +$9.6M 5.35% 6
2025
Q1 		$69.3M Buy
555,041
+237,864
+75% +$34.6M 5.79% 7
2024
Q4 		$45.3M Buy
+317,177
New +$56.1M 3.74% 10
2023
Q1 		– Sell
-3,596,486
Closed -$233M – 13
2022
Q4 		$233M Sell
3,596,486
-2,173,117
-38% -$136M 17.39% 2
2022
Q3 		$340M Sell
5,769,603
-693,247
-11% -$43.3M 27.69% 1
2022
Q2 		$347M Buy
6,462,850
+909,392
+16% +$55.8M 30.66% 1
2022
Q1 		$358M Buy
5,553,458
+854,294
+18% +$62M 26.98% 1
2021
Q4 		$403M Sell
4,699,164
-4,203,509
-47% -$285M 30.8% 1
2021
Q3 		$461M Buy
8,902,673
+42,101
+0.5% +$2.06M 40.89% 1
2021
Q2 		$378M Buy
8,860,572
+349,000
+4% +$16.2M 33.52% 1
2021
Q1 		$395M Buy
+8,511,572
New +$362M 29.56% 2
2020
Q2 		– Sell
-456,800
Closed -$5.59M – 14
2020
Q1 		$5.59M Buy
+456,800
New +$10.3M 1.51% 14

Other funds holding BLDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Coliseum Capital Management's BLDR Position: Q2 2026 in Review

Coliseum Capital Management increased its Builders FirstSource (BLDR) stake by 24% in Q2 2026, buying an estimated $40.3M and bringing the position to 2,598,218 shares worth $232M. The position accounts for 20% of the portfolio, ranked #2.

Coliseum Capital Management first reported a position in BLDR in Q1 2020 and has held it in 15 quarters since. The position peaked at $461M in Q3 2021. 670 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

  • Coliseum Capital Management held 2,598,218 shares of Builders FirstSource worth $232M as of Q2 2026.
  • Coliseum Capital Management bought 505,000 Builders FirstSource shares in Q2 2026, an estimated $40.3M.
  • Builders FirstSource made up 20% of Coliseum Capital Management's portfolio in Q2 2026, its #2 holding.
  • Coliseum Capital Management first reported a position in Builders FirstSource in Q1 2020 and has held it in 15 quarters since.
  • Coliseum Capital Management's Builders FirstSource position peaked at $461M in Q3 2021.
  • 670 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on Coliseum Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.