Gotham Asset Management’s Builders FirstSource BLDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $20.4M | Buy |
227,956
+91,194
| +67% | +$7.28M | 0.05% | 558 |
|
|
2026
Q1 | $11.3M | Sell |
136,762
-1,150
| -0.8% | -$123K | 0.03% | 661 |
|
|
2025
Q4 | $14.2M | Buy |
137,912
+7,021
| +5% | +$789K | 0.05% | 525 |
|
|
2025
Q3 | $15.9M | Buy |
130,891
+2,521
| +2% | +$334K | 0.07% | 412 |
|
|
2025
Q2 | $15M | Sell |
128,370
-21,712
| -14% | -$2.51M | 0.09% | 323 |
|
|
2025
Q1 | $18.8M | Buy |
150,082
+29,046
| +24% | +$4.23M | 0.16% | 130 |
|
|
2024
Q4 | $17.3M | Buy |
121,036
+7,255
| +6% | +$1.28M | 0.16% | 124 |
|
|
2024
Q3 | $22.1M | Sell |
113,781
-22,193
| -16% | -$3.68M | 0.23% | 41 |
|
|
2024
Q2 | $18.8M | Buy |
135,974
+17,093
| +14% | +$2.9M | 0.24% | 37 |
|
|
2024
Q1 | $24.8M | Buy |
118,881
+55,599
| +88% | +$10.3M | 0.37% | 19 |
|
|
2023
Q4 | $10.6M | Buy |
63,282
+6,021
| +11% | +$800K | 0.2% | 73 |
|
|
2023
Q3 | $7.13M | Buy |
57,261
+6,219
| +12% | +$858K | 0.15% | 145 |
|
|
2023
Q2 | $6.94M | Buy |
51,042
+6,002
| +13% | +$667K | 0.15% | 144 |
|
|
2023
Q1 | $4M | Sell |
45,040
-1,447
| -3% | -$115K | 0.1% | 268 |
|
|
2022
Q4 | $3.02M | Sell |
46,487
-76,192
| -62% | -$4.76M | 0.08% | 296 |
|
|
2022
Q3 | $7.23M | Buy |
122,679
+8,855
| +8% | +$554K | 0.22% | 95 |
|
|
2022
Q2 | $6.11M | Buy |
113,824
+10,268
| +10% | +$630K | 0.2% | 115 |
|
|
2022
Q1 | $6.68M | Buy |
103,556
+77,683
| +300% | +$5.64M | 0.21% | 116 |
|
|
2021
Q4 | $2.22M | Buy |
25,873
+6,602
| +34% | +$447K | 0.07% | 324 |
|
|
2021
Q3 | $997K | Sell |
19,271
-2,691
| -12% | -$131K | 0.04% | 483 |
|
|
2021
Q2 | $937K | Sell |
21,962
-877
| -4% | -$40.7K | 0.04% | 501 |
|
|
2021
Q1 | $1.06M | Sell |
22,839
-7,107
| -24% | -$303K | 0.05% | 451 |
|
|
2020
Q4 | $1.22M | Sell |
29,946
-7,545
| -20% | -$267K | 0.04% | 488 |
|
|
2020
Q3 | $1.22M | Sell |
37,491
-19,484
| -34% | -$529K | 0.04% | 483 |
|
|
2020
Q2 | $1.18M | Sell |
56,975
-133,428
| -70% | -$2.41M | 0.04% | 522 |
|
|
2020
Q1 | $2.33M | Sell |
190,403
-131,668
| -41% | -$2.97M | 0.06% | 376 |
|
|
2019
Q4 | $8.18M | Sell |
322,071
-7,347
| -2% | -$176K | 0.15% | 189 |
|
|
2019
Q3 | $6.78M | Buy |
329,418
+109,133
| +50% | +$2.03M | 0.12% | 220 |
|
|
2019
Q2 | $3.71M | Buy |
220,285
+7,206
| +3% | +$108K | 0.06% | 373 |
|
|
2019
Q1 | $2.84M | Buy |
213,079
+79,512
| +60% | +$1.04M | 0.04% | 440 |
|
|
2018
Q4 | $1.46M | Buy |
+133,567
| New | +$1.68M | 0.02% | 562 |
|
|
2018
Q3 | – | Sell |
-59,438
| Closed | -$1.09M | – | 932 |
|
|
2018
Q2 | $1.09M | Sell |
59,438
-567,324
| -91% | -$10.8M | 0.02% | 579 |
|
|
2018
Q1 | $12.4M | Buy |
626,762
+612,846
| +4,404% | +$13M | 0.17% | 185 |
|
|
2017
Q4 | $303K | Sell |
13,916
-13,128
| -49% | -$249K | ﹤0.01% | 816 |
|
|
2017
Q3 | $487K | Sell |
27,044
-58,800
| -68% | -$948K | 0.01% | 706 |
|
|
2017
Q2 | $1.31M | Sell |
85,844
-320,418
| -79% | -$4.79M | 0.02% | 594 |
|
|
2017
Q1 | $6.05M | Buy |
406,262
+285,504
| +236% | +$3.69M | 0.08% | 350 |
|
|
2016
Q4 | $1.32M | Buy |
+120,758
| New | +$1.31M | 0.02% | 564 |
|
|
2014
Q4 | – | Sell |
-33,635
| Closed | -$183K | – | 953 |
|
|
2014
Q3 | $183K | Sell |
33,635
-33,952
| -50% | -$221K | ﹤0.01% | 947 |
|
|
2014
Q2 | $506K | Buy |
67,587
+31,859
| +89% | +$248K | 0.01% | 783 |
|
|
2014
Q1 | $325K | Buy |
+35,728
| New | +$290K | ﹤0.01% | 881 |
|
Other funds holding BLDR
Gotham Asset Management's BLDR Position: Q2 2026 in Review
Gotham Asset Management increased its Builders FirstSource (BLDR) stake by 67% in Q2 2026, buying an estimated $7.28M and bringing the position to 227,956 shares worth $20.4M. The position accounts for 0.05% of the portfolio, ranked #558.
Gotham Asset Management first reported a position in BLDR in Q1 2014 and has held it in 41 quarters since. The position peaked at $24.8M in Q1 2024. 666 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.
- Gotham Asset Management held 227,956 shares of Builders FirstSource worth $20.4M as of Q2 2026.
- Gotham Asset Management bought 91,194 Builders FirstSource shares in Q2 2026, an estimated $7.28M.
- Builders FirstSource made up 0.05% of Gotham Asset Management's portfolio in Q2 2026, its #558 holding.
- Gotham Asset Management first reported a position in Builders FirstSource in Q1 2014 and has held it in 41 quarters since.
- Gotham Asset Management's Builders FirstSource position peaked at $24.8M in Q1 2024.
- 666 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.
Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.