Eminence Capital’s Builders FirstSource BLDR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-1,590,334
Closed -$82.3M 69
2021
Q3
$82.3M Sell
1,590,334
-1,504,481
-49% -$77.8M 1.11% 39
2021
Q2
$132M Buy
+3,094,815
New +$132M 1.62% 28