First Manhattan’s Builders FirstSource BLDR Stock Holding History

First Manhattan’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
2026 Q2	–	Sell	-4,071	Closed	-$335K	–	751
2026 Q1	$335K	Buy	+4,071	New	+$435K	﹤0.01%	640

Other funds holding BLDR

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

First Manhattan's BLDR Position: Q2 2026 in Review

First Manhattan sold out of Builders FirstSource (BLDR) in Q2 2026, closing a stake of 4,071 shares — an estimated $335K sold.

First Manhattan first reported a position in BLDR in Q1 2026 and held it in 1 quarter. The position peaked at $335K in Q1 2026. 671 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

First Manhattan reported no remaining Builders FirstSource position as of Q2 2026 after selling out during the quarter.
First Manhattan sold 4,071 Builders FirstSource shares in Q2 2026, an estimated $335K.
First Manhattan first reported a position in Builders FirstSource in Q1 2026 and held it in 1 quarter.
First Manhattan's Builders FirstSource position peaked at $335K in Q1 2026.
671 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on First Manhattan's 13F filing for Q2 2026, filed 14 Aug 2026.