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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
Q2 		$2.02M Buy
22,630
+10
+0% +$799 2.11% 27
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
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

Inkwell Capital's BLDR Position: Q2 2026 in Review

Inkwell Capital increased its Builders FirstSource (BLDR) stake by 0.04% in Q2 2026, buying an estimated $799 and bringing the position to 22,630 shares worth $2.02M. The position accounts for 2.11% of the portfolio, ranked #27.

Inkwell Capital first reported a position in BLDR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.78M in Q3 2025. 671 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

  • Inkwell Capital held 22,630 shares of Builders FirstSource worth $2.02M as of Q2 2026.
  • Inkwell Capital bought 10 Builders FirstSource shares in Q2 2026, an estimated $799.
  • Builders FirstSource made up 2.11% of Inkwell Capital's portfolio in Q2 2026, its #27 holding.
  • Inkwell Capital first reported a position in Builders FirstSource in Q4 2024 and has held it in 7 quarters since.
  • Inkwell Capital's Builders FirstSource position peaked at $2.78M in Q3 2025.
  • 671 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on Inkwell Capital's 13F filing for Q2 2026, filed 3 Aug 2026.