Hodges Capital Management’s Builders FirstSource BLDR Stock Holding History

Hodges 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	$472K	Sell	5,734 -100	-2%	-$10.7K	0.04%	164
2025 Q4	$600K	Sell	5,834 -752	-11%	-$84.5K	0.05%	149
2025 Q3	$799K	Sell	6,586 -19,430	-75%	-$2.58M	0.07%	148
2025 Q2	$3.04M	Sell	26,016 -3,945	-13%	-$455K	0.29%	94
2025 Q1	$3.74M	Sell	29,961 -27,524	-48%	-$4M	0.37%	82
2024 Q4	$8.22M	Buy	57,485 +13,704	+31%	+$2.43M	0.49%	67
2024 Q3	$8.49M	Sell	43,781 -7,732	-15%	-$1.28M	0.54%	60
2024 Q2	$8.28M	Buy	51,513 +9,225	+22%	+$1.57M	0.55%	59
2024 Q1	$8.82M	Sell	42,288 -11,768	-22%	-$2.17M	0.56%	51
2023 Q4	$9.03M	Sell	54,056 -55	-0.1%	-$7.31K	0.48%	57
2023 Q3	$6.74M	Sell	54,111 -44,440	-45%	-$6.13M	0.8%	38
2023 Q2	$18.1M	Sell	98,551 -34,785	-26%	-$3.87M	1.06%	28
2023 Q1	$15.9M	Sell	133,336 -66,923	-33%	-$5.3M	1.3%	15
2022 Q4	$13M	Buy	200,259 +95,373	+91%	+$5.96M	1.13%	23
2022 Q3	$6.18M	Sell	104,886 -152,188	-59%	-$9.52M	1.02%	27
2022 Q2	$13.8M	Sell	257,074 -2,726	-1%	-$167K	1.39%	21
2022 Q1	$16.8M	Sell	259,800 -26,539	-9%	-$1.93M	1.33%	16
2021 Q4	$24.5M	Sell	286,339 -107,893	-27%	-$7.31M	1.78%	10
2021 Q3	$20.4M	Buy	394,232 +164,552	+72%	+$8.04M	1.5%	15
2021 Q2	$9.8M	Buy	229,680 +98,430	+75%	+$4.56M	1.1%	22
2021 Q1	$6.09M	Buy	+131,250	New	+$5.59M	0.84%	37
2018 Q1	–	Sell	-426,000	Closed	-$9.28M	–	246
2017 Q4	$9.28M	Sell	426,000 -250,500	-37%	-$4.75M	0.68%	52
2017 Q3	$12.2M	Buy	+676,500	New	+$10.9M	0.82%	43
2016 Q3	–	Sell	-17,000	Closed	-$191K	–	273
2016 Q2	$191K	Sell	17,000 -300,000	-95%	-$3.46M	0.01%	262
2016 Q1	$3.57M	Sell	317,000 -15,000	-5%	-$130K	0.17%	100
2015 Q4	$3.68M	Sell	332,000 -100,000	-23%	-$1.27M	0.15%	104
2015 Q3	$5.48M	Sell	432,000 -50,000	-10%	-$710K	0.22%	99
2015 Q2	$6.19M	Buy	482,000 +12,500	+3%	+$153K	0.23%	110
2015 Q1	$3.13M	Sell	469,500 -461,000	-50%	-$2.88M	0.12%	128
2014 Q4	$6.39M	Sell	930,500 -11,500	-1%	-$68.7K	0.26%	111
2014 Q3	$5.13M	Buy	942,000 +23,500	+3%	+$153K	0.21%	125
2014 Q2	$6.87M	Buy	918,500 +302,000	+49%	+$2.35M	0.32%	114
2014 Q1	$5.61M	Buy	616,500 +533,000	+638%	+$4.33M	0.33%	109
2013 Q4	$595K	Buy	+83,500	New	+$567K	0.04%	163

Other funds holding BLDR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Hodges Capital Management reduced its Builders FirstSource (BLDR) stake by 1.7% in Q1 2026, selling an estimated $10.7K and leaving 5,734 shares worth $472K. The position accounts for 0.04% of the portfolio, ranked #164.

Hodges Capital Management first reported a position in BLDR in Q4 2013 and has held it in 34 quarters since. The position peaked at $24.5M in Q4 2021. 719 funds tracked by Wall St. Rank hold BLDR as of Q1 2026.

Hodges Capital Management held 5,734 shares of Builders FirstSource worth $472K as of Q1 2026.
Hodges Capital Management sold 100 Builders FirstSource shares in Q1 2026, an estimated $10.7K.
Builders FirstSource made up 0.04% of Hodges Capital Management's portfolio in Q1 2026, its #164 holding.
Hodges Capital Management first reported a position in Builders FirstSource in Q4 2013 and has held it in 34 quarters since.
Hodges Capital Management's Builders FirstSource position peaked at $24.5M in Q4 2021.
719 funds tracked by Wall St. Rank held Builders FirstSource as of Q1 2026.

Based on Hodges Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.