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Dendur Capital’s Builders FirstSource BLDR Stock Holding History

Dendur Capital’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
Q3 		– Sell
-175,000
Closed -$20.4M – 20
2025
Q2 		$20.4M Buy
+175,000
New +$20.2M 1.84% 16
2024
Q3 		– Sell
-247,000
Closed -$34.2M – 19
2024
Q2 		$34.2M Sell
247,000
-544,000
-69% -$92.3M 5.89% 8
2024
Q1 		$165M Hold
791,000
– – 22.4% 1
2023
Q4 		$132M Sell
791,000
-243,903
-24% -$32.4M 18.28% 1
2023
Q3 		$129M Buy
1,034,903
+30,000
+3% +$4.14M 16.35% 2
2023
Q2 		$137M Sell
1,004,903
-502,452
-33% -$55.9M 21.91% 1
2023
Q1 		$134M Sell
1,507,355
-250,000
-14% -$19.8M 23.13% 1
2022
Q4 		$114M Sell
1,757,355
-463,320
-21% -$28.9M 20.33% 1
2022
Q3 		$131M Sell
2,220,675
-29,000
-1% -$1.81M 26.11% 1
2022
Q2 		$121M Sell
2,249,675
-41,000
-2% -$2.51M 25.18% 1
2022
Q1 		$148M Sell
2,290,675
-79,000
-3% -$5.73M 25.36% 1
2021
Q4 		$203M Sell
2,369,675
-193,000
-8% -$13.1M 28.89% 1
2021
Q3 		$133M Buy
2,562,675
+1,527,456
+148% +$74.6M 19.85% 1
2021
Q2 		$44.2M Buy
1,035,219
+549,030
+113% +$25.5M 7.34% 5
2021
Q1 		$22.5M Buy
+486,189
New +$20.7M 4.47% 8

Other funds holding BLDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dendur Capital's BLDR Position: Q3 2025 in Review

Dendur Capital sold out of Builders FirstSource (BLDR) in Q3 2025, closing a stake of 175,000 shares — an estimated $20.4M sold.

Dendur Capital first reported a position in BLDR in Q1 2021 and held it in 15 quarters. The position peaked at $203M in Q4 2021. 775 funds tracked by Wall St. Rank hold BLDR as of Q3 2025.

  • Dendur Capital reported no remaining Builders FirstSource position as of Q3 2025 after selling out during the quarter.
  • Dendur Capital sold 175,000 Builders FirstSource shares in Q3 2025, an estimated $20.4M.
  • Dendur Capital first reported a position in Builders FirstSource in Q1 2021 and held it in 15 quarters.
  • Dendur Capital's Builders FirstSource position peaked at $203M in Q4 2021.
  • 775 funds tracked by Wall St. Rank held Builders FirstSource as of Q3 2025.

Based on Dendur Capital's 13F filing for Q3 2025, filed 14 Nov 2025.