KA
BLDR icon

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
Q2 		$26.5M Buy
296,590
+2,911
+1% +$232K 2.09% 7
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

KLCM Advisors's BLDR Position: Q2 2026 in Review

KLCM Advisors increased its Builders FirstSource (BLDR) stake by 0.99% in Q2 2026, buying an estimated $232K and bringing the position to 296,590 shares worth $26.5M. The position accounts for 2.09% of the portfolio, ranked #7.

KLCM Advisors first reported a position in BLDR in Q3 2024 and has held it in 8 quarters since. 671 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

  • KLCM Advisors held 296,590 shares of Builders FirstSource worth $26.5M as of Q2 2026.
  • KLCM Advisors bought 2,911 Builders FirstSource shares in Q2 2026, an estimated $232K.
  • Builders FirstSource made up 2.09% of KLCM Advisors's portfolio in Q2 2026, its #7 holding.
  • KLCM Advisors first reported a position in Builders FirstSource in Q3 2024 and has held it in 8 quarters since.
  • 671 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on KLCM Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.