FrontFour Capital Group’s Builders FirstSource BLDR Stock Holding History

FrontFour Capital Group’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
2019 Q1	–	Sell	-171,379	Closed	-$1.87M	–	17
2018 Q4	$1.87M	Sell	171,379 -42,180	-20%	-$530K	1.64%	15
2018 Q3	$3.13M	Buy	213,559 +123	+0.1%	+$2.08K	1%	22
2018 Q2	$3.9M	Buy	213,436 +1,835	+0.9%	+$35.1K	0.97%	21
2018 Q1	$4.2M	Sell	211,601 -116,834	-36%	-$2.47M	0.84%	24
2017 Q4	$7.16M	Sell	328,435 -232,488	-41%	-$4.41M	1.93%	16
2017 Q3	$10.1M	Buy	560,923 +9,049	+2%	+$146K	1.85%	15
2017 Q2	$8.46M	Buy	551,874 +20,235	+4%	+$302K	1.68%	18
2017 Q1	$7.92M	Buy	531,639 +54,430	+11%	+$704K	2.1%	15
2016 Q4	$5.24M	Sell	477,209 -3,373	-0.7%	-$36.6K	1.68%	13
2016 Q3	$5.53M	Buy	+480,582	New	+$6.05M	1.29%	16

Other funds holding BLDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

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

SCM

Stadium Capital Management New Canaan, Connecticut $21M AUM 6.45% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

RCM

Raging Capital Management Rocky Hill, New Jersey $18.2M AUM 17.75% 1-Year Est. Return

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

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

CTA

Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

FrontFour Capital Group's BLDR Position: Q1 2019 in Review

FrontFour Capital Group sold out of Builders FirstSource (BLDR) in Q1 2019, closing a stake of 171,379 shares — an estimated $1.87M sold.

FrontFour Capital Group first reported a position in BLDR in Q3 2016 and held it in 10 quarters. The position peaked at $10.1M in Q3 2017. 221 funds tracked by Wall St. Rank hold BLDR as of Q1 2019.

FrontFour Capital Group reported no remaining Builders FirstSource position as of Q1 2019 after selling out during the quarter.
FrontFour Capital Group sold 171,379 Builders FirstSource shares in Q1 2019, an estimated $1.87M.
FrontFour Capital Group first reported a position in Builders FirstSource in Q3 2016 and held it in 10 quarters.
FrontFour Capital Group's Builders FirstSource position peaked at $10.1M in Q3 2017.
221 funds tracked by Wall St. Rank held Builders FirstSource as of Q1 2019.

Based on FrontFour Capital Group's 13F filing for Q1 2019, filed 15 May 2019.