Diamond Hill Capital Management’s Builders FirstSource BLDR Stock Holding History

Diamond Hill 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 Q2	$135M	Sell	1,507,684 -256,250	-15%	-$20.5M	1.08%	29
2026 Q1	$145M	Sell	1,763,934 -108,774	-6%	-$11.6M	0.91%	44
2025 Q4	$193M	Buy	1,872,708 +221,641	+13%	+$24.9M	0.99%	42
2025 Q3	$200M	Sell	1,651,067 -884,965	-35%	-$117M	0.95%	43
2025 Q2	$296M	Buy	2,536,032 +265,670	+12%	+$30.7M	1.36%	32
2025 Q1	$284M	Buy	2,270,362 +326,923	+17%	+$47.6M	1.3%	31
2024 Q4	$278M	Buy	1,943,439 +623,583	+47%	+$110M	1.23%	37
2024 Q3	$256M	Buy	+1,319,856	New	+$219M	1.04%	43

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

Diamond Hill Capital Management's BLDR Position: Q2 2026 in Review

Diamond Hill Capital Management reduced its Builders FirstSource (BLDR) stake by 15% in Q2 2026, selling an estimated $20.5M and leaving 1,507,684 shares worth $135M. The position accounts for 1.08% of the portfolio, ranked #29.

Diamond Hill Capital Management first reported a position in BLDR in Q3 2024 and has held it in 8 quarters since. The position peaked at $296M in Q2 2025. 670 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

Diamond Hill Capital Management held 1,507,684 shares of Builders FirstSource worth $135M as of Q2 2026.
Diamond Hill Capital Management sold 256,250 Builders FirstSource shares in Q2 2026, an estimated $20.5M.
Builders FirstSource made up 1.08% of Diamond Hill Capital Management's portfolio in Q2 2026, its #29 holding.
Diamond Hill Capital Management first reported a position in Builders FirstSource in Q3 2024 and has held it in 8 quarters since.
Diamond Hill Capital Management's Builders FirstSource position peaked at $296M in Q2 2025.
670 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on Diamond Hill Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.