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John Overdeck’s Builders FirstSource BLDR Stock Holding History

John Overdeck’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
2022
Q1 		– Sell
-42,300
Closed -$3.63M – 2802
2021
Q4 		$3.63M Sell
42,300
-32,700
-44% -$2.22M 0.01% 1417
2021
Q3 		$3.88M Buy
75,000
+45,200
+152% +$2.21M 0.01% 1426
2021
Q2 		$1.27M Buy
29,800
+20,800
+231% +$965K ﹤0.01% 2270
2021
Q1 		$417K Buy
+9,000
New +$383K ﹤0.01% 3089

Other funds holding BLDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

John Overdeck's BLDR Position: Q2 2026 in Review

John Overdeck increased its Builders FirstSource (BLDR) stake by 527% in Q2 2026, buying an estimated $2.77M and bringing the position to 41,224 shares worth $3.69M. The position accounts for ﹤0.01% of the portfolio, ranked #2435.

John Overdeck first reported a position in BLDR in Q2 2013 and has held it in 27 quarters since. The position peaked at $32.5M in Q2 2025. 666 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

  • John Overdeck held 41,224 shares of Builders FirstSource worth $3.69M as of Q2 2026.
  • John Overdeck bought 34,647 Builders FirstSource shares in Q2 2026, an estimated $2.77M.
  • Builders FirstSource made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2435 holding.
  • John Overdeck first reported a position in Builders FirstSource in Q2 2013 and has held it in 27 quarters since.
  • John Overdeck's Builders FirstSource position peaked at $32.5M in Q2 2025.
  • 666 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.