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 Q2	$415K	Buy	4,635 +1,085	+31%	+$86.7K	﹤0.01%	852
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jacobs Levy Equity Management's BLDR Position: Q2 2026 in Review

Jacobs Levy Equity Management increased its Builders FirstSource (BLDR) stake by 31% in Q2 2026, buying an estimated $86.7K and bringing the position to 4,635 shares worth $415K. The position accounts for ﹤0.01% of the portfolio, ranked #852.

Jacobs Levy Equity Management first reported a position in BLDR in Q4 2013 and has held it in 27 quarters since. The position peaked at $109M in Q3 2024. 670 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

Jacobs Levy Equity Management held 4,635 shares of Builders FirstSource worth $415K as of Q2 2026.
Jacobs Levy Equity Management bought 1,085 Builders FirstSource shares in Q2 2026, an estimated $86.7K.
Builders FirstSource made up ﹤0.01% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #852 holding.
Jacobs Levy Equity Management first reported a position in Builders FirstSource in Q4 2013 and has held it in 27 quarters since.
Jacobs Levy Equity Management's Builders FirstSource position peaked at $109M in Q3 2024.
670 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.