KCM
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Kendall Capital Management’s Builders FirstSource BLDR Stock Holding History

Kendall Capital Management’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
Q1 		– Sell
-2,215
Closed -$228K – 234
2025
Q4 		$228K Sell
2,215
-840
-27% -$94.4K 0.05% 211
2025
Q3 		$370K Sell
3,055
-755
-20% -$100K 0.08% 178
2025
Q2 		$445K Sell
3,810
-2,395
-39% -$276K 0.12% 155
2025
Q1 		$775K Sell
6,205
-1,320
-18% -$192K 0.23% 115
2024
Q4 		$1.08M Sell
7,525
-575
-7% -$102K 0.31% 83
2024
Q3 		$1.57M Sell
8,100
-675
-8% -$112K 0.48% 59
2024
Q2 		$1.21M Sell
8,775
-360
-4% -$61.1K 0.41% 73
2024
Q1 		$1.91M Sell
9,135
-630
-6% -$116K 0.66% 46
2023
Q4 		$1.63M Sell
9,765
-260
-3% -$34.6K 0.63% 49
2023
Q3 		$1.25M Sell
10,025
-280
-3% -$38.6K 0.55% 59
2023
Q2 		$1.4M Buy
10,305
+740
+8% +$82.3K 0.61% 50
2023
Q1 		$849K Buy
9,565
+1,890
+25% +$150K 0.41% 81
2022
Q4 		$498K Buy
7,675
+3,205
+72% +$200K 0.25% 115
2022
Q3 		$263K Buy
+4,470
New +$279K 0.15% 142

Other funds holding BLDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kendall Capital Management's BLDR Position: Q1 2026 in Review

Kendall Capital Management sold out of Builders FirstSource (BLDR) in Q1 2026, closing a stake of 2,215 shares — an estimated $228K sold.

Kendall Capital Management first reported a position in BLDR in Q3 2022 and held it in 14 quarters. The position peaked at $1.91M in Q1 2024. 719 funds tracked by Wall St. Rank hold BLDR as of Q1 2026.

  • Kendall Capital Management reported no remaining Builders FirstSource position as of Q1 2026 after selling out during the quarter.
  • Kendall Capital Management sold 2,215 Builders FirstSource shares in Q1 2026, an estimated $228K.
  • Kendall Capital Management first reported a position in Builders FirstSource in Q3 2022 and held it in 14 quarters.
  • Kendall Capital Management's Builders FirstSource position peaked at $1.91M in Q1 2024.
  • 719 funds tracked by Wall St. Rank held Builders FirstSource as of Q1 2026.

Based on Kendall Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.