Janus Henderson Group’s Builders FirstSource BLDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $56.7M | Sell |
688,745
-44,111
| -6% | -$4.71M | 0.03% | 384 |
|
|
2025
Q4 | $75.4M | Buy |
732,856
+58,590
| +9% | +$6.58M | 0.03% | 338 |
|
|
2025
Q3 | $81.8M | Sell |
674,266
-184,992
| -22% | -$24.5M | 0.04% | 310 |
|
|
2025
Q2 | $100M | Buy |
859,258
+441,808
| +106% | +$51M | 0.05% | 261 |
|
|
2025
Q1 | $52M | Buy |
417,450
+405,313
| +3,339% | +$59M | 0.03% | 369 |
|
|
2024
Q4 | $1.73M | Sell |
12,137
-449
| -4% | -$79.5K | ﹤0.01% | 1382 |
|
|
2024
Q3 | $2.44M | Sell |
12,586
-7,196
| -36% | -$1.19M | ﹤0.01% | 1211 |
|
|
2024
Q2 | $2.74M | Sell |
19,782
-231
| -1% | -$39.2K | ﹤0.01% | 1111 |
|
|
2024
Q1 | $4.17M | Buy |
20,013
+3,483
| +21% | +$644K | ﹤0.01% | 946 |
|
|
2023
Q4 | $2.76M | Buy |
16,530
+3,294
| +25% | +$438K | ﹤0.01% | 1077 |
|
|
2023
Q3 | $1.65M | Buy |
13,236
+4,234
| +47% | +$584K | ﹤0.01% | 1293 |
|
|
2023
Q2 | $1.22M | Sell |
9,002
-80,929
| -90% | -$9M | ﹤0.01% | 1504 |
|
|
2023
Q1 | $7.98M | Buy |
89,931
+38,272
| +74% | +$3.03M | 0.01% | 750 |
|
|
2022
Q4 | $3.35M | Sell |
51,659
-3,121
| -6% | -$195K | ﹤0.01% | 960 |
|
|
2022
Q3 | $3.23M | Sell |
54,780
-6,114
| -10% | -$382K | ﹤0.01% | 928 |
|
|
2022
Q2 | $3.27M | Buy |
60,894
+845
| +1% | +$51.8K | ﹤0.01% | 936 |
|
|
2022
Q1 | $3.88M | Sell |
60,049
-9,614
| -14% | -$698K | ﹤0.01% | 1065 |
|
|
2021
Q4 | $5.97M | Buy |
69,663
+15,680
| +29% | +$1.06M | ﹤0.01% | 1028 |
|
|
2021
Q3 | $2.79M | Sell |
53,983
-43,266
| -44% | -$2.11M | ﹤0.01% | 1178 |
|
|
2021
Q2 | $4.15M | Buy |
97,249
+66,951
| +221% | +$3.1M | ﹤0.01% | 1103 |
|
|
2021
Q1 | $1.41M | Buy |
30,298
+14,158
| +88% | +$603K | ﹤0.01% | 1231 |
|
|
2020
Q4 | $659K | Sell |
16,140
-16,954
| -51% | -$601K | ﹤0.01% | 1244 |
|
|
2020
Q3 | $1.08M | Sell |
33,094
-13,798
| -29% | -$375K | ﹤0.01% | 1133 |
|
|
2020
Q2 | $971K | Buy |
46,892
+9,872
| +27% | +$178K | ﹤0.01% | 1121 |
|
|
2020
Q1 | $453K | Buy |
37,020
+10,413
| +39% | +$235K | ﹤0.01% | 1187 |
|
|
2019
Q4 | $676K | Buy |
26,607
+3,661
| +16% | +$87.5K | ﹤0.01% | 1265 |
|
|
2019
Q3 | $472K | Buy |
22,946
+633
| +3% | +$11.8K | ﹤0.01% | 1294 |
|
|
2019
Q2 | $376K | Buy |
22,313
+1,522
| +7% | +$22.8K | ﹤0.01% | 1283 |
|
|
2019
Q1 | $277K | Buy |
20,791
+1,593
| +8% | +$20.9K | ﹤0.01% | 1298 |
|
|
2018
Q4 | $209K | Buy |
19,198
+414
| +2% | +$5.2K | ﹤0.01% | 1311 |
|
|
2018
Q3 | $276K | Buy |
+18,784
| New | +$318K | ﹤0.01% | 1396 |
|
Other funds holding BLDR
Janus Henderson Group's BLDR Position: Q1 2026 in Review
Janus Henderson Group reduced its Builders FirstSource (BLDR) stake by 6% in Q1 2026, selling an estimated $4.71M and leaving 688,745 shares worth $56.7M. The position accounts for 0.03% of the portfolio, ranked #384.
Janus Henderson Group first reported a position in BLDR in Q3 2018 and has held it in 31 quarters since. The position peaked at $100M in Q2 2025. 724 funds tracked by Wall St. Rank hold BLDR as of Q1 2026.
- Janus Henderson Group held 688,745 shares of Builders FirstSource worth $56.7M as of Q1 2026.
- Janus Henderson Group sold 44,111 Builders FirstSource shares in Q1 2026, an estimated $4.71M.
- Builders FirstSource made up 0.03% of Janus Henderson Group's portfolio in Q1 2026, its #384 holding.
- Janus Henderson Group first reported a position in Builders FirstSource in Q3 2018 and has held it in 31 quarters since.
- Janus Henderson Group's Builders FirstSource position peaked at $100M in Q2 2025.
- 724 funds tracked by Wall St. Rank held Builders FirstSource as of Q1 2026.
Based on Janus Henderson Group's 13F filing for Q1 2026, filed 15 May 2026.