HCC
Hill City Capital’s Builders FirstSource BLDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28M | Hold |
240,000
| – | – | 1.39% | 15 |
|
|
2025
Q1 | $30M | Hold |
240,000
| – | – | 2.23% | 12 |
|
|
2024
Q4 | $34.3M | Sell |
240,000
-60,000
| -20% | -$8.58M | 2.2% | 14 |
|
|
2024
Q3 | $58.2M | Hold |
300,000
| – | – | 3.84% | 11 |
|
|
2024
Q2 | $41.5M | Hold |
300,000
| – | – | 2.98% | 11 |
|
|
2024
Q1 | $62.6M | Hold |
300,000
| – | – | 4.61% | 9 |
|
|
2023
Q4 | $50.1M | Hold |
300,000
| – | – | 4.42% | 10 |
|
|
2023
Q3 | $37.3M | Hold |
300,000
| – | – | 5.01% | 9 |
|
|
2023
Q2 | $40.8M | Hold |
300,000
| – | – | 6.24% | 8 |
|
|
2023
Q1 | $26.6M | Hold |
300,000
| – | – | 5.23% | 7 |
|
|
2022
Q4 | $19.5M | Hold |
300,000
| – | – | 3.39% | 9 |
|
|
2022
Q3 | $17.7M | Hold |
300,000
| – | – | 3.54% | 8 |
|
|
2022
Q2 | $16.1M | Hold |
300,000
| – | – | 3.71% | 9 |
|
|
2022
Q1 | $19.4M | Buy |
300,000
+20,000
| +7% | +$1.29M | 3.69% | 9 |
|
|
2021
Q4 | $24M | Sell |
280,000
-20,000
| -7% | -$1.71M | 5.47% | 6 |
|
|
2021
Q3 | $15.5M | Hold |
300,000
| – | – | 3.94% | 7 |
|
|
2021
Q2 | $12.8M | Hold |
300,000
| – | – | 3.88% | 7 |
|
|
2021
Q1 | $13.9M | Hold |
300,000
| – | – | 5.77% | 6 |
|
|
2020
Q4 | $12.2M | Buy |
+300,000
| New | +$12.2M | 6.64% | 6 |
|