David Shaw’s Builders FirstSource BLDR Stock Holding History

David Shaw’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
2025 Q1	–	Sell	-7,500	Closed	-$1.07M	–	4267
2024 Q4	$1.07M	Sell	7,500 -19,200	-72%	-$3.4M	﹤0.01%	3170
2024 Q3	$5.18M	Buy	+26,700	New	+$4.43M	﹤0.01%	1917
2024 Q2	–	Sell	-3,000	Closed	-$626K	–	4493
2024 Q1	$626K	Buy	+3,000	New	+$554K	﹤0.01%	3377
2023 Q3	–	Sell	-8,300	Closed	-$1.13M	–	4257
2023 Q2	$1.13M	Buy	+8,300	New	+$923K	﹤0.01%	3009
2023 Q1	–	Sell	-30,000	Closed	-$1.95M	–	4452
2022 Q4	$1.95M	Buy	+30,000	New	+$1.87M	﹤0.01%	2965

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

David Shaw's BLDR Position: Q2 2026 in Review

David Shaw opened a new position in Builders FirstSource (BLDR) in Q2 2026: 2,768 shares worth $248K. The stake represents ﹤0.01% of the portfolio and ranks #4487 among its holdings. This is a return to the name: David Shaw previously reported a position in BLDR as recently as Q4 2025.

David Shaw first reported a position in BLDR in Q2 2013 and has held it in 34 quarters since. The position peaked at $17.6M in Q1 2024. 666 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

David Shaw held 2,768 shares of Builders FirstSource worth $248K as of Q2 2026.
Builders FirstSource was a new David Shaw position in Q2 2026.
Builders FirstSource made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #4487 holding.
David Shaw first reported a position in Builders FirstSource in Q2 2013 and has held it in 34 quarters since.
David Shaw's Builders FirstSource position peaked at $17.6M in Q1 2024.
666 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.