HVP
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Hudson Value Partners’s Builders FirstSource BLDR Stock Holding History

Hudson Value 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
2026
Q2 		$5.45M Buy
60,904
+5,620
+10% +$449K 1.37% 27
2026
Q1 		$4.55M Sell
55,284
-4,375
-7% -$467K 1.36% 27
2025
Q4 		$6.15M Buy
59,659
+511
+0.9% +$57.4K 1.83% 20
2025
Q3 		$7.17M Sell
59,148
-1,238
-2% -$164K 2.22% 11
2025
Q2 		$7.05M Buy
60,386
+1,355
+2% +$156K 2.43% 8
2025
Q1 		$7.38M Sell
59,031
-1,294
-2% -$188K 2.77% 8
2024
Q4 		$8.62M Buy
60,325
+1,033
+2% +$183K 3.21% 5
2024
Q3 		$11.5M Buy
59,292
+1,853
+3% +$307K 4.47% 4
2024
Q2 		$7.95M Buy
57,439
+1,785
+3% +$303K 3.36% 5
2024
Q1 		$11.6M Buy
55,654
+56
+0.1% +$10.3K 4.93% 2
2023
Q4 		$9.28M Sell
55,598
-37
-0.1% -$4.92K 4.32% 4
2023
Q3 		$6.93M Sell
55,635
-1,878
-3% -$259K 3.64% 4
2023
Q2 		$7.82M Sell
57,513
-2,575
-4% -$286K 4% 4
2023
Q1 		$5.33M Sell
60,088
-7,135
-11% -$565K 3.03% 6
2022
Q4 		$4.36M Buy
67,223
+803
+1% +$50.2K 2.68% 7
2022
Q3 		$3.91M Sell
66,420
-1,250
-2% -$78.2K 2.63% 6
2022
Q2 		$3.63M Buy
67,670
+15,725
+30% +$964K 2.31% 10
2022
Q1 		$3.35M Sell
51,945
-16,540
-24% -$1.2M 1.73% 17
2021
Q4 		$5.86M Buy
68,485
+35
+0.1% +$2.37K 2.84% 8
2021
Q3 		$3.54M Buy
68,450
+22,605
+49% +$1.1M 1.95% 14
2021
Q2 		$1.96M Buy
+45,845
New +$2.13M 1.08% 30

Other funds holding BLDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hudson Value Partners's BLDR Position: Q2 2026 in Review

Hudson Value Partners increased its Builders FirstSource (BLDR) stake by 10% in Q2 2026, buying an estimated $449K and bringing the position to 60,904 shares worth $5.45M. The position accounts for 1.37% of the portfolio, ranked #27.

Hudson Value Partners first reported a position in BLDR in Q2 2021 and has held it in 21 quarters since. The position peaked at $11.6M in Q1 2024. 671 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

  • Hudson Value Partners held 60,904 shares of Builders FirstSource worth $5.45M as of Q2 2026.
  • Hudson Value Partners bought 5,620 Builders FirstSource shares in Q2 2026, an estimated $449K.
  • Builders FirstSource made up 1.37% of Hudson Value Partners's portfolio in Q2 2026, its #27 holding.
  • Hudson Value Partners first reported a position in Builders FirstSource in Q2 2021 and has held it in 21 quarters since.
  • Hudson Value Partners's Builders FirstSource position peaked at $11.6M in Q1 2024.
  • 671 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on Hudson Value Partners's 13F filing for Q2 2026, filed 10 Jul 2026.