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	$3.91M	Buy	+47,500	New	+$5.07M	0.33%	55

Other funds holding BLDR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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.