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L1 Capital’s Builders FirstSource BLDR Stock Holding History

L1 Capital’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 		$53.7M Buy
600,269
+307,766
+105% +$24.6M 1.81% 15
2026
Q1 		$24.1M Buy
+292,503
New +$31.2M 0.95% 19

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

L1 Capital's BLDR Position: Q2 2026 in Review

L1 Capital increased its Builders FirstSource (BLDR) stake by 105% in Q2 2026, buying an estimated $24.6M and bringing the position to 600,269 shares worth $53.7M. The position accounts for 1.81% of the portfolio, ranked #15.

L1 Capital first reported a position in BLDR in Q1 2026 and has held it in 2 quarters since. 670 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

  • L1 Capital held 600,269 shares of Builders FirstSource worth $53.7M as of Q2 2026.
  • L1 Capital bought 307,766 Builders FirstSource shares in Q2 2026, an estimated $24.6M.
  • Builders FirstSource made up 1.81% of L1 Capital's portfolio in Q2 2026, its #15 holding.
  • L1 Capital first reported a position in Builders FirstSource in Q1 2026 and has held it in 2 quarters since.
  • 670 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on L1 Capital's 13F filing for Q2 2026, filed 13 Aug 2026.