De Lisle Partners’s Builders FirstSource BLDR Stock Holding History

De Lisle 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	–	Sell	-84,501	Closed	-$6.96M	–	179
2026 Q1	$6.96M	Hold	84,501	–	–	0.83%	38
2025 Q4	$8.69M	Hold	84,501	–	–	1.12%	21
2025 Q3	$10.2M	Hold	84,501	–	–	1.26%	19
2025 Q2	$9.86M	Buy	84,501 +2,000	+2%	+$231K	1.39%	15
2025 Q1	$10.3M	Buy	82,501 +4,000	+5%	+$582K	1.71%	10
2024 Q4	$11.2M	Buy	78,501 +3,500	+5%	+$619K	1.65%	13
2024 Q3	$14.5M	Buy	75,001 +7,600	+11%	+$1.26M	2.36%	8
2024 Q2	$9.32M	Hold	67,401	–	–	2.04%	10
2024 Q1	$14.1M	Buy	+67,401	New	+$12.5M	3.25%	4

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

De Lisle Partners's BLDR Position: Q2 2026 in Review

De Lisle Partners sold out of Builders FirstSource (BLDR) in Q2 2026, closing a stake of 84,501 shares — an estimated $6.96M sold.

De Lisle Partners first reported a position in BLDR in Q1 2024 and held it in 9 quarters. The position peaked at $14.5M in Q3 2024. 666 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

De Lisle Partners reported no remaining Builders FirstSource position as of Q2 2026 after selling out during the quarter.
De Lisle Partners sold 84,501 Builders FirstSource shares in Q2 2026, an estimated $6.96M.
De Lisle Partners first reported a position in Builders FirstSource in Q1 2024 and held it in 9 quarters.
De Lisle Partners's Builders FirstSource position peaked at $14.5M in Q3 2024.
666 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on De Lisle Partners's 13F filing for Q2 2026, filed 12 Aug 2026.