Inkwell Capital’s Builders FirstSource BLDR Stock Holding History

Inkwell Capital’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	$1.86M	Sell	22,620 -120	-0.5%	-$12.8K	1.9%	27
2025 Q4	$2.34M	Sell	22,740 -215	-0.9%	-$24.2K	2.38%	21
2025 Q3	$2.78M	Sell	22,955 -269	-1%	-$35.7K	2.84%	20
2025 Q2	$2.71M	Buy	23,224 +7,385	+47%	+$852K	2.9%	21
2025 Q1	$1.98M	Buy	15,839 +11,017	+228%	+$1.6M	2.16%	23
2024 Q4	$689K	Buy	+4,822	New	+$853K	0.74%	31

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

Inkwell Capital's BLDR Position: Q1 2026 in Review

Inkwell Capital reduced its Builders FirstSource (BLDR) stake by 0.53% in Q1 2026, selling an estimated $12.8K and leaving 22,620 shares worth $1.86M. The position accounts for 1.9% of the portfolio, ranked #27.

Inkwell Capital first reported a position in BLDR in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.78M in Q3 2025. 719 funds tracked by Wall St. Rank hold BLDR as of Q1 2026.

Inkwell Capital held 22,620 shares of Builders FirstSource worth $1.86M as of Q1 2026.
Inkwell Capital sold 120 Builders FirstSource shares in Q1 2026, an estimated $12.8K.
Builders FirstSource made up 1.9% of Inkwell Capital's portfolio in Q1 2026, its #27 holding.
Inkwell Capital first reported a position in Builders FirstSource in Q4 2024 and has held it in 6 quarters since.
Inkwell Capital's Builders FirstSource position peaked at $2.78M in Q3 2025.
719 funds tracked by Wall St. Rank held Builders FirstSource as of Q1 2026.

Based on Inkwell Capital's 13F filing for Q1 2026, filed 15 May 2026.