Denali Advisors’s Builders FirstSource BLDR Stock Holding History

Denali Advisors’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	$207K	Buy	2,511 +400	+19%	+$42.7K	0.02%	303
2025 Q4	$217K	Buy	+2,111	New	+$237K	0.02%	312
2025 Q1	–	Sell	-22,335	Closed	-$3.19M	–	284
2024 Q4	$3.19M	Sell	22,335 -161	-0.7%	-$28.5K	0.33%	93
2024 Q3	$4.36M	Buy	+22,496	New	+$3.73M	0.47%	75
2024 Q2	–	Sell	-103	Closed	-$21.5K	–	216
2024 Q1	$21.5K	Buy	+103	New	+$19K	0.01%	323
2023 Q2	–	Sell	-542	Closed	-$48.1K	–	479
2023 Q1	$48.1K	Buy	542 +491	+963%	+$38.9K	0.02%	223
2022 Q4	$3.31K	Buy	51 +36	+240%	+$2.25K	﹤0.01%	341
2022 Q3	$1K	Buy	+15	New	+$938	﹤0.01%	340

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

Denali Advisors's BLDR Position: Q1 2026 in Review

Denali Advisors increased its Builders FirstSource (BLDR) stake by 19% in Q1 2026, buying an estimated $42.7K and bringing the position to 2,511 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #303.

Denali Advisors first reported a position in BLDR in Q3 2022 and has held it in 8 quarters since. The position peaked at $4.36M in Q3 2024. 719 funds tracked by Wall St. Rank hold BLDR as of Q1 2026.

Denali Advisors held 2,511 shares of Builders FirstSource worth $207K as of Q1 2026.
Denali Advisors bought 400 Builders FirstSource shares in Q1 2026, an estimated $42.7K.
Builders FirstSource made up 0.02% of Denali Advisors's portfolio in Q1 2026, its #303 holding.
Denali Advisors first reported a position in Builders FirstSource in Q3 2022 and has held it in 8 quarters since.
Denali Advisors's Builders FirstSource position peaked at $4.36M in Q3 2024.
719 funds tracked by Wall St. Rank held Builders FirstSource as of Q1 2026.

Based on Denali Advisors's 13F filing for Q1 2026, filed 8 May 2026.