Kovitz Investment Group Partners’s Builders FirstSource BLDR Stock Holding History

Kovitz Investment Group Partners’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	-685,587	Closed	-$83.1M	–	546
2025 Q3	$83.1M	Buy	685,587 +12,107	+2%	+$1.61M	0.32%	67
2025 Q2	$78.6M	Buy	673,480 +144,496	+27%	+$16.7M	0.34%	73
2025 Q1	$66.1M	Buy	528,984 +478,942	+957%	+$69.7M	0.33%	76
2024 Q4	$7.15M	Sell	50,042 -1,356	-3%	-$240K	0.04%	329
2024 Q3	$9.89M	Buy	51,398 +3,091	+6%	+$513K	0.07%	227
2024 Q2	$6.69M	Buy	48,307 +2,841	+6%	+$482K	0.06%	239
2024 Q1	$9.48M	Buy	+45,466	New	+$8.4M	0.12%	123

Other funds holding BLDR

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Kovitz Investment Group Partners's BLDR Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Builders FirstSource (BLDR) in Q4 2025, closing a stake of 685,587 shares — an estimated $83.1M sold.

Kovitz Investment Group Partners first reported a position in BLDR in Q1 2024 and held it in 7 quarters. The position peaked at $83.1M in Q3 2025. 765 funds tracked by Wall St. Rank hold BLDR as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Builders FirstSource position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 685,587 Builders FirstSource shares in Q4 2025, an estimated $83.1M.
Kovitz Investment Group Partners first reported a position in Builders FirstSource in Q1 2024 and held it in 7 quarters.
Kovitz Investment Group Partners's Builders FirstSource position peaked at $83.1M in Q3 2025.
765 funds tracked by Wall St. Rank held Builders FirstSource as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.