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
2026 Q2	–	Sell	-3,100	Closed	-$255K	–	5071
2026 Q1	$255K	Buy	+3,100	New	+$331K	﹤0.01%	4166
2022 Q1	–	Sell	-38,000	Closed	-$3.26M	–	2803
2021 Q4	$3.26M	Sell	38,000 -18,700	-33%	-$1.27M	0.01%	1514
2021 Q3	$2.93M	Buy	56,700 +3,600	+7%	+$176K	0.01%	1626
2021 Q2	$2.27M	Buy	53,100 +48,100	+962%	+$2.23M	0.01%	1760
2021 Q1	$232K	Buy	+5,000	New	+$213K	﹤0.01%	3531

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

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.