Impala Asset Management’s Builders FirstSource BLDR Stock Holding History

Impala Asset 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 Q2	–	Sell	-20,000	Closed	-$1.65M	–	24
2026 Q1	$1.65M	Buy	+20,000	New	+$2.14M	0.77%	24
2020 Q1	–	Sell	-82,043	Closed	-$2.08M	–	31
2019 Q4	$2.08M	Sell	82,043 -542,116	-87%	-$13M	0.16%	39
2019 Q3	$12.8M	Buy	624,159 +373,291	+149%	+$6.96M	0.93%	21
2019 Q2	$4.23M	Buy	+250,868	New	+$3.75M	0.19%	27
2018 Q3	–	Sell	-712,616	Closed	-$13M	–	52
2018 Q2	$13M	Sell	712,616 -201,783	-22%	-$3.86M	0.6%	32
2018 Q1	$18.1M	Sell	914,399 -75,824	-8%	-$1.61M	0.81%	27
2017 Q4	$21.6M	Buy	990,223 +232,628	+31%	+$4.41M	0.77%	28
2017 Q3	$13.6M	Buy	757,595 +137,613	+22%	+$2.22M	0.61%	38
2017 Q2	$9.5M	Buy	+619,982	New	+$9.26M	0.48%	37

Other funds holding BLDR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Impala Asset Management's BLDR Position: Q2 2026 in Review

Impala Asset Management sold out of Builders FirstSource (BLDR) in Q2 2026, closing a stake of 20,000 shares — an estimated $1.65M sold.

Impala Asset Management first reported a position in BLDR in Q2 2017 and held it in 9 quarters. The position peaked at $21.6M in Q4 2017. 671 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

Impala Asset Management reported no remaining Builders FirstSource position as of Q2 2026 after selling out during the quarter.
Impala Asset Management sold 20,000 Builders FirstSource shares in Q2 2026, an estimated $1.65M.
Impala Asset Management first reported a position in Builders FirstSource in Q2 2017 and held it in 9 quarters.
Impala Asset Management's Builders FirstSource position peaked at $21.6M in Q4 2017.
671 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on Impala Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.