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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Coliseum Capital Management's BLDR Position: Q1 2026 in Review

Coliseum Capital Management increased its Builders FirstSource (BLDR) stake by 168% in Q1 2026, buying an estimated $140M and bringing the position to 2,093,218 shares worth $172M. The position accounts for 14.13% of the portfolio, ranked #2.

Coliseum Capital Management first reported a position in BLDR in Q1 2020 and has held it in 14 quarters since. The position peaked at $461M in Q3 2021. 719 funds tracked by Wall St. Rank hold BLDR as of Q1 2026.

Coliseum Capital Management held 2,093,218 shares of Builders FirstSource worth $172M as of Q1 2026.
Coliseum Capital Management bought 1,312,570 Builders FirstSource shares in Q1 2026, an estimated $140M.
Builders FirstSource made up 14.13% of Coliseum Capital Management's portfolio in Q1 2026, its #2 holding.
Coliseum Capital Management first reported a position in Builders FirstSource in Q1 2020 and has held it in 14 quarters since.
Coliseum Capital Management's Builders FirstSource position peaked at $461M in Q3 2021.
719 funds tracked by Wall St. Rank held Builders FirstSource as of Q1 2026.

Based on Coliseum Capital Management's 13F filing for Q1 2026, filed 15 May 2026.