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 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 $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

Dark Forest Capital Management's BLDR Position: Q1 2026 in Review

Dark Forest Capital Management opened a new position in Builders FirstSource (BLDR) in Q1 2026: 17,970 shares worth $1.48M. The stake represents 0.13% of the portfolio and ranks #248 among its holdings. This is a return to the name: Dark Forest Capital Management previously reported a position in BLDR as recently as Q3 2025.

Dark Forest Capital Management first reported a position in BLDR in Q3 2021 and has held it in 8 quarters since. The position peaked at $2.92M in Q3 2025. 719 funds tracked by Wall St. Rank hold BLDR as of Q1 2026.

Dark Forest Capital Management held 17,970 shares of Builders FirstSource worth $1.48M as of Q1 2026.
Builders FirstSource was a new Dark Forest Capital Management position in Q1 2026.
Builders FirstSource made up 0.13% of Dark Forest Capital Management's portfolio in Q1 2026, its #248 holding.
Dark Forest Capital Management first reported a position in Builders FirstSource in Q3 2021 and has held it in 8 quarters since.
Dark Forest Capital Management's Builders FirstSource position peaked at $2.92M in Q3 2025.
719 funds tracked by Wall St. Rank held Builders FirstSource as of Q1 2026.

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