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KLCM Advisors’s Builders FirstSource BLDR Stock Holding History

KLCM 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
Q1 		$24.2M Buy
293,679
+132,094
+82% +$14.1M 2.04% 7
2025
Q4 		$16.6M Sell
161,585
-1,064
-0.7% -$120K 1.43% 15
2025
Q3 		$19.7M Sell
162,649
-36,067
-18% -$4.78M 1.97% 8
2025
Q2 		$23.2M Buy
198,716
+98,953
+99% +$11.4M 2.47% 6
2025
Q1 		$12.5M Buy
99,763
+38,346
+62% +$5.58M 1.46% 24
2024
Q4 		$8.78M Sell
61,417
-1,293
-2% -$229K 1.02% 28
2024
Q3 		$12.2M Buy
+62,710
New +$10.4M 1.44% 23

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

KLCM Advisors's BLDR Position: Q1 2026 in Review

KLCM Advisors increased its Builders FirstSource (BLDR) stake by 82% in Q1 2026, buying an estimated $14.1M and bringing the position to 293,679 shares worth $24.2M. The position accounts for 2.04% of the portfolio, ranked #7.

KLCM Advisors first reported a position in BLDR in Q3 2024 and has held it in 7 quarters since. 721 funds tracked by Wall St. Rank hold BLDR as of Q1 2026.

  • KLCM Advisors held 293,679 shares of Builders FirstSource worth $24.2M as of Q1 2026.
  • KLCM Advisors bought 132,094 Builders FirstSource shares in Q1 2026, an estimated $14.1M.
  • Builders FirstSource made up 2.04% of KLCM Advisors's portfolio in Q1 2026, its #7 holding.
  • KLCM Advisors first reported a position in Builders FirstSource in Q3 2024 and has held it in 7 quarters since.
  • 721 funds tracked by Wall St. Rank held Builders FirstSource as of Q1 2026.

Based on KLCM Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.