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 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 $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

Impala Asset Management's BLDR Position: Q1 2026 in Review

Impala Asset Management opened a new position in Builders FirstSource (BLDR) in Q1 2026: 20,000 shares worth $1.65M. The stake represents 0.77% of the portfolio and ranks #24 among its holdings. This is a return to the name: Impala Asset Management previously reported a position in BLDR as recently as Q4 2019.

Impala Asset Management first reported a position in BLDR in Q2 2017 and has held it in 9 quarters since. The position peaked at $21.6M in Q4 2017. 719 funds tracked by Wall St. Rank hold BLDR as of Q1 2026.

Impala Asset Management held 20,000 shares of Builders FirstSource worth $1.65M as of Q1 2026.
Builders FirstSource was a new Impala Asset Management position in Q1 2026.
Builders FirstSource made up 0.77% of Impala Asset Management's portfolio in Q1 2026, its #24 holding.
Impala Asset Management first reported a position in Builders FirstSource in Q2 2017 and has held it in 9 quarters since.
Impala Asset Management's Builders FirstSource position peaked at $21.6M in Q4 2017.
719 funds tracked by Wall St. Rank held Builders FirstSource as of Q1 2026.

Based on Impala Asset Management's 13F filing for Q1 2026, filed 13 May 2026.