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Frontier Capital Management’s Builders FirstSource BLDR Stock Holding History

Frontier Capital Management’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
Q1 		$70.8M Buy
860,494
+284,322
+49% +$30.4M 0.73% 29
2025
Q4 		$59.3M Sell
576,172
-714,476
-55% -$80.3M 0.63% 34
2025
Q3 		$156M Buy
1,290,648
+689,451
+115% +$91.5M 1.4% 4
2025
Q2 		$70.2M Sell
601,197
-27,402
-4% -$3.16M 0.65% 29
2025
Q1 		$78.5M Buy
628,599
+220,252
+54% +$32M 0.86% 17
2024
Q4 		$58.4M Sell
408,347
-316,977
-44% -$56.1M 0.55% 58
2024
Q3 		$141M Buy
725,324
+35,439
+5% +$5.88M 1.32% 6
2024
Q2 		$95.5M Sell
689,885
-152,938
-18% -$26M 0.95% 16
2024
Q1 		$176M Sell
842,823
-290,928
-26% -$53.8M 1.64% 5
2023
Q4 		$189M Buy
1,133,751
+292,966
+35% +$38.9M 1.91% 3
2023
Q3 		$105M Sell
840,785
-546,061
-39% -$75.3M 1.15% 12
2023
Q2 		$189M Sell
1,386,846
-120,495
-8% -$13.4M 1.81% 5
2023
Q1 		$134M Sell
1,507,341
-999,005
-40% -$79.1M 1.38% 9
2022
Q4 		$163M Buy
2,506,346
+329,762
+15% +$20.6M 1.77% 2
2022
Q3 		$128M Buy
2,176,584
+256,436
+13% +$16M 1.5% 7
2022
Q2 		$103M Buy
1,920,148
+122,302
+7% +$7.5M 1.19% 9
2022
Q1 		$116M Sell
1,797,846
-448,079
-20% -$32.5M 1.05% 15
2021
Q4 		$192M Sell
2,245,925
-586,019
-21% -$39.7M 1.52% 6
2021
Q3 		$147M Sell
2,831,944
-181,108
-6% -$8.85M 1.15% 12
2021
Q2 		$129M Sell
3,013,052
-635,576
-17% -$29.5M 0.94% 17
2021
Q1 		$169M Buy
3,648,628
+1,382,394
+61% +$58.9M 1.28% 10
2020
Q4 		$92.5M Buy
2,266,234
+240,484
+12% +$8.52M 0.68% 38
2020
Q3 		$66.1M Buy
2,025,750
+1,748,480
+631% +$47.5M 0.58% 57
2020
Q2 		$5.74M Buy
+277,270
New +$5.01M 0.05% 251

Other funds holding BLDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Frontier Capital Management's BLDR Position: Q1 2026 in Review

Frontier Capital Management increased its Builders FirstSource (BLDR) stake by 49% in Q1 2026, buying an estimated $30.4M and bringing the position to 860,494 shares worth $70.8M. The position accounts for 0.73% of the portfolio, ranked #29.

Frontier Capital Management first reported a position in BLDR in Q2 2020 and has held it in 24 quarters since. The position peaked at $192M in Q4 2021. 719 funds tracked by Wall St. Rank hold BLDR as of Q1 2026.

  • Frontier Capital Management held 860,494 shares of Builders FirstSource worth $70.8M as of Q1 2026.
  • Frontier Capital Management bought 284,322 Builders FirstSource shares in Q1 2026, an estimated $30.4M.
  • Builders FirstSource made up 0.73% of Frontier Capital Management's portfolio in Q1 2026, its #29 holding.
  • Frontier Capital Management first reported a position in Builders FirstSource in Q2 2020 and has held it in 24 quarters since.
  • Frontier Capital Management's Builders FirstSource position peaked at $192M in Q4 2021.
  • 719 funds tracked by Wall St. Rank held Builders FirstSource as of Q1 2026.

Based on Frontier Capital Management's 13F filing for Q1 2026, filed 15 May 2026.