Cunning Capital Partners’s Builders FirstSource BLDR Stock Holding History

Cunning Capital Partners’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	$1.25M	Hold	13,970	–	–	0.5%	52
2026 Q1	$1.15M	Hold	13,970	–	–	0.59%	49
2025 Q4	$1.44M	Hold	13,970	–	–	0.66%	50
2025 Q3	$1.69M	Hold	13,970	–	–	0.78%	48
2025 Q2	$1.63M	Hold	13,970	–	–	0.85%	47
2025 Q1	$1.75M	Sell	13,970 -80	-0.6%	-$11.6K	1.11%	45
2024 Q4	$2.01M	Hold	14,050	–	–	1.2%	38
2024 Q3	$2.72M	Hold	14,050	–	–	1.42%	20
2024 Q2	$1.95M	Hold	14,050	–	–	1.09%	33
2024 Q1	$2.93M	Hold	14,050	–	–	1.62%	12
2023 Q4	$2.35M	Buy	+14,050	New	+$1.87M	1.46%	17

Other funds holding BLDR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cunning Capital Partners's BLDR Position: Q2 2026 in Review

Cunning Capital Partners held its Builders FirstSource (BLDR) position steady in Q2 2026 at 13,970 shares worth $1.25M. The position accounts for 0.5% of the portfolio, ranked #52.

Cunning Capital Partners first reported a position in BLDR in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.93M in Q1 2024. 671 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

Cunning Capital Partners held 13,970 shares of Builders FirstSource worth $1.25M as of Q2 2026.
Cunning Capital Partners left its Builders FirstSource share count unchanged in Q2 2026.
Builders FirstSource made up 0.5% of Cunning Capital Partners's portfolio in Q2 2026, its #52 holding.
Cunning Capital Partners first reported a position in Builders FirstSource in Q4 2023 and has held it in 11 quarters since.
Cunning Capital Partners's Builders FirstSource position peaked at $2.93M in Q1 2024.
671 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on Cunning Capital Partners's 13F filing for Q2 2026, filed 11 Aug 2026.