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Intrinsic Value Partners’s Builders FirstSource BLDR Stock Holding History

Intrinsic 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 		$2.4M Buy
26,805
+2,060
+8% +$165K 1.64% 18
2026
Q1 		$2.04M Buy
24,745
+9,980
+68% +$1.07M 1.57% 19
2025
Q4 		$1.52M Sell
14,765
-15
-0.1% -$1.69K 1.14% 22
2025
Q3 		$1.79M Sell
14,780
-130
-0.9% -$17.2K 1.45% 21
2025
Q2 		$1.74M Buy
+14,910
New +$1.72M 1.55% 17

Other funds holding BLDR

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
HVP
Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return
AWG
Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

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

Intrinsic Value Partners increased its Builders FirstSource (BLDR) stake by 8.3% in Q2 2026, buying an estimated $165K and bringing the position to 26,805 shares worth $2.4M. The position accounts for 1.64% of the portfolio, ranked #18.

Intrinsic Value Partners first reported a position in BLDR in Q2 2025 and has held it in 5 quarters since. 63 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

  • Intrinsic Value Partners held 26,805 shares of Builders FirstSource worth $2.4M as of Q2 2026.
  • Intrinsic Value Partners bought 2,060 Builders FirstSource shares in Q2 2026, an estimated $165K.
  • Builders FirstSource made up 1.64% of Intrinsic Value Partners's portfolio in Q2 2026, its #18 holding.
  • Intrinsic Value Partners first reported a position in Builders FirstSource in Q2 2025 and has held it in 5 quarters since.
  • 63 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on Intrinsic Value Partners's 13F filing for Q2 2026, filed 14 Jul 2026.