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First Dallas Securities’s Builders FirstSource BLDR Stock Holding History

First Dallas Securities’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
-1,600
Closed -$200K – 124
2025
Q1 		$200K Sell
1,600
-850
-35% -$124K 0.08% 109
2024
Q4 		$350K Sell
2,450
-100
-4% -$17.7K 0.14% 102
2024
Q3 		$494K Hold
2,550
– – 0.21% 84
2024
Q2 		$353K Sell
2,550
-175
-6% -$29.7K 0.15% 96
2024
Q1 		$568K Sell
2,725
-700
-20% -$129K 0.26% 79
2023
Q4 		$572K Sell
3,425
-25,151
-88% -$3.34M 0.29% 70
2023
Q3 		$3.56M Buy
28,576
+24,901
+678% +$3.44M 0.81% 47
2023
Q2 		$500K Sell
3,675
-2,125
-37% -$236K 0.28% 72
2023
Q1 		$515K Sell
5,800
-2,228
-28% -$177K 0.3% 71
2022
Q4 		$521K Sell
8,028
-150
-2% -$9.37K 0.31% 70
2022
Q3 		$482K Sell
8,178
-862
-10% -$53.9K 0.33% 67
2022
Q2 		$485K Sell
9,040
-100
-1% -$6.13K 0.33% 70
2022
Q1 		$590K Sell
9,140
-2,300
-20% -$167K 0.33% 67
2021
Q4 		$981K Sell
11,440
-2,785
-20% -$189K 0.64% 48
2021
Q3 		$736K Buy
14,225
+1,250
+10% +$61.1K 0.51% 58
2021
Q2 		$554K Buy
+12,975
New +$602K 0.36% 67
2014
Q3 		– Sell
-10,500
Closed -$79K – 113
2014
Q2 		$79K Sell
10,500
-1,000
-9% -$7.79K 0.05% 103
2014
Q1 		$105K Buy
+11,500
New +$93.4K 0.07% 88

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

First Dallas Securities's BLDR Position: Q2 2025 in Review

First Dallas Securities sold out of Builders FirstSource (BLDR) in Q2 2025, closing a stake of 1,600 shares — an estimated $200K sold.

First Dallas Securities first reported a position in BLDR in Q1 2014 and held it in 18 quarters. The position peaked at $3.56M in Q3 2023. 774 funds tracked by Wall St. Rank hold BLDR as of Q2 2025.

  • First Dallas Securities reported no remaining Builders FirstSource position as of Q2 2025 after selling out during the quarter.
  • First Dallas Securities sold 1,600 Builders FirstSource shares in Q2 2025, an estimated $200K.
  • First Dallas Securities first reported a position in Builders FirstSource in Q1 2014 and held it in 18 quarters.
  • First Dallas Securities's Builders FirstSource position peaked at $3.56M in Q3 2023.
  • 774 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2025.

Based on First Dallas Securities's 13F filing for Q2 2025, filed 7 Aug 2025.