Dorsey Wright & Associates’s Builders FirstSource BLDR Stock Holding History

Dorsey Wright & Associates’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	-1,687	Closed	-$205K	–	132
2025 Q3	$205K	Buy	+1,687	New	+$224K	0.05%	132
2025 Q2	–	Sell	-1,687	Closed	-$211K	–	133
2025 Q1	$211K	Hold	1,687	–	–	0.05%	125
2024 Q4	$241K	Hold	1,687	–	–	0.06%	123
2024 Q3	$327K	Sell	1,687 -20,703	-92%	-$3.43M	0.08%	109
2024 Q2	$3.1M	Sell	22,390 -25,560	-53%	-$4.34M	0.8%	50
2024 Q1	$10M	Sell	47,950 -327	-0.7%	-$60.4K	2.61%	4
2023 Q4	$8.06M	Sell	48,277 -1,543	-3%	-$205K	2.45%	2
2023 Q3	$6.2M	Buy	49,820 +37,176	+294%	+$5.13M	1.93%	4
2023 Q2	$1.72M	Buy	+12,644	New	+$1.41M	0.52%	93

Other funds holding BLDR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

Dorsey Wright & Associates's BLDR Position: Q4 2025 in Review

Dorsey Wright & Associates sold out of Builders FirstSource (BLDR) in Q4 2025, closing a stake of 1,687 shares — an estimated $205K sold.

Dorsey Wright & Associates first reported a position in BLDR in Q2 2023 and held it in 9 quarters. The position peaked at $10M in Q1 2024. 766 funds tracked by Wall St. Rank hold BLDR as of Q4 2025.

Dorsey Wright & Associates reported no remaining Builders FirstSource position as of Q4 2025 after selling out during the quarter.
Dorsey Wright & Associates sold 1,687 Builders FirstSource shares in Q4 2025, an estimated $205K.
Dorsey Wright & Associates first reported a position in Builders FirstSource in Q2 2023 and held it in 9 quarters.
Dorsey Wright & Associates's Builders FirstSource position peaked at $10M in Q1 2024.
766 funds tracked by Wall St. Rank held Builders FirstSource as of Q4 2025.

Based on Dorsey Wright & Associates's 13F filing for Q4 2025, filed 20 Feb 2026.