Jacobs Levy Equity Management’s Builders FirstSource BLDR Stock Holding History

Jacobs Levy Equity 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	$292K	Sell	3,550 -36,968	-91%	-$3.95M	﹤0.01%	885
2025 Q4	$4.17M	Sell	40,518 -9,381	-19%	-$1.05M	0.02%	441
2025 Q3	$6.05M	Sell	49,899 -444,428	-90%	-$59M	0.02%	385
2025 Q2	$57.7M	Buy	494,327 +278,640	+129%	+$32.2M	0.23%	105
2025 Q1	$26.9M	Sell	215,687 -545,084	-72%	-$79.3M	0.11%	193
2024 Q4	$109M	Buy	760,771 +199,251	+35%	+$35.3M	0.38%	69
2024 Q3	$109M	Buy	561,520 +111,268	+25%	+$18.5M	0.42%	60
2024 Q2	$62.3M	Buy	450,252 +70,095	+18%	+$11.9M	0.26%	94
2024 Q1	$79.3M	Buy	380,157 +19,181	+5%	+$3.54M	0.35%	69
2023 Q4	$60.3M	Sell	360,976 -50,075	-12%	-$6.66M	0.3%	75
2023 Q3	$51.2M	Sell	411,051 -49,648	-11%	-$6.85M	0.3%	76
2023 Q2	$62.7M	Buy	460,699 +416,086	+933%	+$46.3M	0.36%	70
2023 Q1	$3.96M	Buy	+44,613	New	+$3.53M	0.02%	450
2020 Q4	–	Sell	-58,658	Closed	-$1.91M	–	1020
2020 Q3	$1.91M	Sell	58,658 -1,735	-3%	-$47.1K	0.02%	529
2020 Q2	$1.25M	Sell	60,393 -658,549	-92%	-$11.9M	0.01%	625
2020 Q1	$8.79M	Buy	718,942 +126,979	+21%	+$2.87M	0.11%	198
2019 Q4	$15M	Buy	591,963 +138,857	+31%	+$3.32M	0.15%	171
2019 Q3	$9.32M	Buy	453,106 +132,420	+41%	+$2.47M	0.11%	224
2019 Q2	$5.41M	Buy	320,686 +96,600	+43%	+$1.44M	0.07%	329
2019 Q1	$2.99M	Buy	224,086 +206,586	+1,180%	+$2.71M	0.04%	428
2018 Q4	$191K	Sell	17,500 -115,374	-87%	-$1.45M	﹤0.01%	890
2018 Q3	$1.95M	Buy	132,874 +41,474	+45%	+$702K	0.03%	525
2018 Q2	$1.67M	Buy	91,400 +17,870	+24%	+$342K	0.03%	539
2018 Q1	$1.46M	Buy	+73,530	New	+$1.56M	0.02%	546
2014 Q3	–	Sell	-11,600	Closed	-$87K	–	828
2014 Q2	$87K	Buy	+11,600	New	+$90.3K	﹤0.01%	808
2014 Q1	–	Sell	-18,000	Closed	-$128K	–	896
2013 Q4	$128K	Buy	+18,000	New	+$122K	﹤0.01%	898

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

Jacobs Levy Equity Management's BLDR Position: Q1 2026 in Review

Jacobs Levy Equity Management reduced its Builders FirstSource (BLDR) stake by 91% in Q1 2026, selling an estimated $3.95M and leaving 3,550 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #885.

Jacobs Levy Equity Management first reported a position in BLDR in Q4 2013 and has held it in 26 quarters since. The position peaked at $109M in Q3 2024. 719 funds tracked by Wall St. Rank hold BLDR as of Q1 2026.

Jacobs Levy Equity Management held 3,550 shares of Builders FirstSource worth $292K as of Q1 2026.
Jacobs Levy Equity Management sold 36,968 Builders FirstSource shares in Q1 2026, an estimated $3.95M.
Builders FirstSource made up ﹤0.01% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #885 holding.
Jacobs Levy Equity Management first reported a position in Builders FirstSource in Q4 2013 and has held it in 26 quarters since.
Jacobs Levy Equity Management's Builders FirstSource position peaked at $109M in Q3 2024.
719 funds tracked by Wall St. Rank held Builders FirstSource as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.