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Firetrail Investments’s Builders FirstSource BLDR Stock Holding History

Firetrail Investments’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
Q2 		– Sell
-43,335
Closed -$5.47M – 27
2025
Q1 		$5.47M Buy
43,335
+1,593
+4% +$232K 1.59% 25
2024
Q4 		$5.99M Buy
41,742
+3,603
+9% +$638K 1.79% 23
2024
Q3 		$7.39M Sell
38,139
-1,230
-3% -$204K 2.13% 27
2024
Q2 		$5.45M Buy
39,369
+19,438
+98% +$3.3M 1.65% 26
2024
Q1 		$4.16M Buy
19,931
+2,981
+18% +$551K 3.42% 16
2023
Q4 		$2.99M Buy
+16,950
New +$2.25M 2.2% 22

Other funds holding BLDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Firetrail Investments's BLDR Position: Q2 2025 in Review

Firetrail Investments sold out of Builders FirstSource (BLDR) in Q2 2025, closing a stake of 43,335 shares — an estimated $5.47M sold.

Firetrail Investments first reported a position in BLDR in Q4 2023 and held it in 6 quarters. The position peaked at $7.39M in Q3 2024. 773 funds tracked by Wall St. Rank hold BLDR as of Q2 2025.

  • Firetrail Investments reported no remaining Builders FirstSource position as of Q2 2025 after selling out during the quarter.
  • Firetrail Investments sold 43,335 Builders FirstSource shares in Q2 2025, an estimated $5.47M.
  • Firetrail Investments first reported a position in Builders FirstSource in Q4 2023 and held it in 6 quarters.
  • Firetrail Investments's Builders FirstSource position peaked at $7.39M in Q3 2024.
  • 773 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2025.

Based on Firetrail Investments's 13F filing for Q2 2025, filed 5 Aug 2025.