Giverny Capital’s Builders FirstSource BLDR Stock Holding History

Giverny Capital’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	$8.18M	Sell	91,464 -349	-0.4%	-$27.9K	0.28%	42
2026 Q1	$7.56M	Buy	91,813 +1,829	+2%	+$195K	0.28%	36
2025 Q4	$9.26M	Buy	89,984 +2,888	+3%	+$325K	0.31%	31
2025 Q3	$10.6M	Sell	87,096 -221	-0.3%	-$29.3K	0.36%	31
2025 Q2	$10.2M	Buy	87,317 +4,872	+6%	+$562K	0.35%	33
2025 Q1	$10.3M	Buy	+82,445	New	+$12M	0.38%	34

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

Giverny Capital's BLDR Position: Q2 2026 in Review

Giverny Capital reduced its Builders FirstSource (BLDR) stake by 0.38% in Q2 2026, selling an estimated $27.9K and leaving 91,464 shares worth $8.18M. The position accounts for 0.28% of the portfolio, ranked #42.

Giverny Capital first reported a position in BLDR in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.6M in Q3 2025. 671 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

Giverny Capital held 91,464 shares of Builders FirstSource worth $8.18M as of Q2 2026.
Giverny Capital sold 349 Builders FirstSource shares in Q2 2026, an estimated $27.9K.
Builders FirstSource made up 0.28% of Giverny Capital's portfolio in Q2 2026, its #42 holding.
Giverny Capital first reported a position in Builders FirstSource in Q1 2025 and has held it in 6 quarters since.
Giverny Capital's Builders FirstSource position peaked at $10.6M in Q3 2025.
671 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on Giverny Capital's 13F filing for Q2 2026, filed 14 Aug 2026.