Kingdon Capital Management’s Builders FirstSource BLDR Stock Holding History

Kingdon 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
2025 Q4	–	Sell	-150,000	Closed	-$18.2M	–	69
2025 Q3	$18.2M	Buy	150,000 +21,500	+17%	+$2.85M	2.26%	10
2025 Q2	$15M	Buy	+128,500	New	+$14.8M	2.02%	15
2018 Q1	–	Sell	-735,690	Closed	-$16M	–	110
2017 Q4	$16M	Sell	735,690 -203,980	-22%	-$3.87M	1.03%	32
2017 Q3	$16.9M	Buy	+939,670	New	+$15.2M	1.1%	28

Other funds holding BLDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

Kingdon Capital Management's BLDR Position: Q4 2025 in Review

Kingdon Capital Management sold out of Builders FirstSource (BLDR) in Q4 2025, closing a stake of 150,000 shares — an estimated $18.2M sold.

Kingdon Capital Management first reported a position in BLDR in Q3 2017 and held it in 4 quarters. The position peaked at $18.2M in Q3 2025. 766 funds tracked by Wall St. Rank hold BLDR as of Q4 2025.

Kingdon Capital Management reported no remaining Builders FirstSource position as of Q4 2025 after selling out during the quarter.
Kingdon Capital Management sold 150,000 Builders FirstSource shares in Q4 2025, an estimated $18.2M.
Kingdon Capital Management first reported a position in Builders FirstSource in Q3 2017 and held it in 4 quarters.
Kingdon Capital Management's Builders FirstSource position peaked at $18.2M in Q3 2025.
766 funds tracked by Wall St. Rank held Builders FirstSource as of Q4 2025.

Based on Kingdon Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.