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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
2021
Q3 		– Sell
-3,320
Closed -$232K – 9
2021
Q2 		$232K Buy
+3,320
New +$154K 0.02% 8

Other funds holding BLDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Invesco
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.