Kailix Advisors’s Builders FirstSource BLDR Stock Holding History

Kailix Advisors’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	$895K	Buy	+10,000	New	+$799K	0.86%	11
2025 Q3	–	Sell	-63,495	Closed	-$7.41M	–	9
2025 Q2	$7.41M	Buy	63,495 +340	+0.5%	+$39.2K	11.47%	4
2025 Q1	$7.89M	Buy	63,155 +5,690	+10%	+$828K	8.87%	7
2024 Q4	$8.21M	Buy	+57,465	New	+$10.2M	6.88%	8
2023 Q1	–	Sell	-17,250	Closed	-$1.12M	–	8
2022 Q4	$1.12M	Buy	+17,250	New	+$1.08M	0.69%	8

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

Kailix Advisors's BLDR Position: Q2 2026 in Review

Kailix Advisors opened a new position in Builders FirstSource (BLDR) in Q2 2026: 10,000 shares worth $895K. The stake represents 0.86% of the portfolio and ranks #11 among its holdings. This is a return to the name: Kailix Advisors previously reported a position in BLDR as recently as Q2 2025.

Kailix Advisors first reported a position in BLDR in Q4 2022 and has held it in 5 quarters since. The position peaked at $8.21M in Q4 2024. 671 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

Kailix Advisors held 10,000 shares of Builders FirstSource worth $895K as of Q2 2026.
Builders FirstSource was a new Kailix Advisors position in Q2 2026.
Builders FirstSource made up 0.86% of Kailix Advisors's portfolio in Q2 2026, its #11 holding.
Kailix Advisors first reported a position in Builders FirstSource in Q4 2022 and has held it in 5 quarters since.
Kailix Advisors's Builders FirstSource position peaked at $8.21M in Q4 2024.
671 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on Kailix Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.