Engle Capital Management’s Builders FirstSource BLDR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-45,000	Closed	-$9.38M	–	23
2024 Q1	$9.38M	Sell	45,000 -23,100	-34%	-$4.82M	2.62%	19
2023 Q4	$11.4M	Buy	+68,100	New	+$11.4M	3.98%	12
2023 Q3	–	Sell	-53,000	Closed	-$7.21M	–	26
2023 Q2	$7.21M	Buy	+53,000	New	+$7.21M	2.23%	20