HMCP
BLDR icon

Hook Mill Capital Partners’s Builders FirstSource BLDR Stock Holding History

Hook Mill Capital Partners’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
2025
Q4 		– Sell
-2,848
Closed -$345K – 40
2025
Q3 		$345K Buy
2,848
+1,079
+61% +$143K 0.03% 37
2025
Q2 		$206K Sell
1,769
-700
-28% -$80.8K 0.02% 38
2025
Q1 		$308K Sell
2,469
-63,561
-96% -$9.25M 0.04% 32
2024
Q4 		$9.44M Buy
66,030
+4,024
+6% +$712K 0.96% 32
2024
Q3 		$12M Buy
62,006
+23,205
+60% +$3.85M 1.51% 27
2024
Q2 		$5.37M Buy
38,801
+7,014
+22% +$1.19M 0.8% 31
2024
Q1 		$6.63M Sell
31,787
-36,744
-54% -$6.79M 1.44% 27
2023
Q4 		$11.4M Buy
68,531
+31,758
+86% +$4.22M 3.02% 13
2023
Q3 		$4.58M Buy
36,773
+5,196
+16% +$717K 1.78% 24
2023
Q2 		$4.29M Buy
31,577
+9,234
+41% +$1.03M 2.56% 19
2023
Q1 		$1.69M Buy
22,343
+19,061
+581% +$1.51M 1.26% 25
2022
Q4 		$213K Buy
+3,282
New +$205K 0.18% 26

Other funds holding BLDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

Hook Mill Capital Partners's BLDR Position: Q4 2025 in Review

Hook Mill Capital Partners sold out of Builders FirstSource (BLDR) in Q4 2025, closing a stake of 2,848 shares — an estimated $345K sold.

Hook Mill Capital Partners first reported a position in BLDR in Q4 2022 and held it in 12 quarters. The position peaked at $12M in Q3 2024. 766 funds tracked by Wall St. Rank hold BLDR as of Q4 2025.

  • Hook Mill Capital Partners reported no remaining Builders FirstSource position as of Q4 2025 after selling out during the quarter.
  • Hook Mill Capital Partners sold 2,848 Builders FirstSource shares in Q4 2025, an estimated $345K.
  • Hook Mill Capital Partners first reported a position in Builders FirstSource in Q4 2022 and held it in 12 quarters.
  • Hook Mill Capital Partners's Builders FirstSource position peaked at $12M in Q3 2024.
  • 766 funds tracked by Wall St. Rank held Builders FirstSource as of Q4 2025.

Based on Hook Mill Capital Partners's 13F filing for Q4 2025, filed 17 Feb 2026.