Distillate Capital Partners’s Builders FirstSource BLDR Stock Holding History

Distillate Capital 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
2025 Q4	–	Sell	-97,019	Closed	-$11.8M	–	119
2025 Q3	$11.8M	Sell	97,019 -1,852	-2%	-$246K	0.61%	95
2025 Q2	$11.5M	Sell	98,871 -4,214	-4%	-$486K	0.62%	97
2025 Q1	$12.9M	Sell	103,085 -9,600	-9%	-$1.4M	0.66%	87
2024 Q4	$16.1M	Buy	+112,685	New	+$19.9M	0.79%	60
2024 Q3	–	Sell	-106,659	Closed	-$14.8M	–	69
2024 Q2	$14.8M	Buy	106,659 +106,577	+129,972%	+$18.1M	0.78%	55
2024 Q1	$17.1K	Buy	+82	New	+$15.2K	2.87%	2

Other funds holding BLDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Distillate Capital Partners's BLDR Position: Q4 2025 in Review

Distillate Capital Partners sold out of Builders FirstSource (BLDR) in Q4 2025, closing a stake of 97,019 shares — an estimated $11.8M sold.

Distillate Capital Partners first reported a position in BLDR in Q1 2024 and held it in 6 quarters. The position peaked at $16.1M in Q4 2024. 765 funds tracked by Wall St. Rank hold BLDR as of Q4 2025.

Distillate Capital Partners reported no remaining Builders FirstSource position as of Q4 2025 after selling out during the quarter.
Distillate Capital Partners sold 97,019 Builders FirstSource shares in Q4 2025, an estimated $11.8M.
Distillate Capital Partners first reported a position in Builders FirstSource in Q1 2024 and held it in 6 quarters.
Distillate Capital Partners's Builders FirstSource position peaked at $16.1M in Q4 2024.
765 funds tracked by Wall St. Rank held Builders FirstSource as of Q4 2025.

Based on Distillate Capital Partners's 13F filing for Q4 2025, filed 12 Feb 2026.