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John Armitage’s Builders FirstSource BLDR Stock Holding History

John Armitage’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
2025
Q3 		– Sell
-262,628
Closed -$30.6M – 25
2025
Q2 		$30.6M Buy
+262,628
New +$30.3M 0.31% 25

Other funds holding BLDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

John Armitage's BLDR Position: Q3 2025 in Review

John Armitage sold out of Builders FirstSource (BLDR) in Q3 2025, closing a stake of 262,628 shares — an estimated $30.6M sold.

John Armitage first reported a position in BLDR in Q2 2025 and held it in 1 quarter. The position peaked at $30.6M in Q2 2025. 776 funds tracked by Wall St. Rank hold BLDR as of Q3 2025.

  • John Armitage reported no remaining Builders FirstSource position as of Q3 2025 after selling out during the quarter.
  • John Armitage sold 262,628 Builders FirstSource shares in Q3 2025, an estimated $30.6M.
  • John Armitage first reported a position in Builders FirstSource in Q2 2025 and held it in 1 quarter.
  • John Armitage's Builders FirstSource position peaked at $30.6M in Q2 2025.
  • 776 funds tracked by Wall St. Rank held Builders FirstSource as of Q3 2025.

Based on Egerton Capital (UK)'s 13F filing for Q3 2025, filed 12 Nov 2025.