Dark Forest Capital Management’s Builders FirstSource BLDR Stock Holding History

Dark Forest 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	$1.23M	Sell	13,747 -4,223	-24%	-$337K	0.08%	440
2026 Q1	$1.48M	Buy	+17,970	New	+$1.92M	0.13%	248
2025 Q4	–	Sell	-24,120	Closed	-$2.92M	–	990
2025 Q3	$2.92M	Buy	+24,120	New	+$3.2M	0.11%	300
2024 Q4	–	Sell	-1,498	Closed	-$290K	–	957
2024 Q3	$290K	Buy	+1,498	New	+$248K	0.04%	641
2024 Q2	–	Sell	-3,387	Closed	-$706K	–	669
2024 Q1	$706K	Buy	+3,387	New	+$626K	0.12%	177
2023 Q3	–	Sell	-5,647	Closed	-$768K	–	1092
2023 Q2	$768K	Sell	5,647 -8,517	-60%	-$947K	0.07%	422
2023 Q1	$1.26M	Buy	14,164 +12,493	+748%	+$990K	0.3%	61
2022 Q4	$108K	Buy	+1,671	New	+$104K	0.03%	348
2021 Q4	–	Sell	-5,146	Closed	-$266K	–	1442
2021 Q3	$266K	Buy	+5,146	New	+$251K	0.09%	189

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

Dark Forest Capital Management's BLDR Position: Q2 2026 in Review

Dark Forest Capital Management reduced its Builders FirstSource (BLDR) stake by 24% in Q2 2026, selling an estimated $337K and leaving 13,747 shares worth $1.23M. The position accounts for 0.08% of the portfolio, ranked #440.

Dark Forest Capital Management first reported a position in BLDR in Q3 2021 and has held it in 9 quarters since. The position peaked at $2.92M in Q3 2025. 671 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

Dark Forest Capital Management held 13,747 shares of Builders FirstSource worth $1.23M as of Q2 2026.
Dark Forest Capital Management sold 4,223 Builders FirstSource shares in Q2 2026, an estimated $337K.
Builders FirstSource made up 0.08% of Dark Forest Capital Management's portfolio in Q2 2026, its #440 holding.
Dark Forest Capital Management first reported a position in Builders FirstSource in Q3 2021 and has held it in 9 quarters since.
Dark Forest Capital Management's Builders FirstSource position peaked at $2.92M in Q3 2025.
671 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

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