Lakewood Capital Management’s Builders FirstSource BLDR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-616,100	Closed	-$12.8M	–	59
2020 Q2	$12.8M	Hold	616,100	–	–	0.56%	42
2020 Q1	$7.54M	Sell	616,100 -250,000	-29%	-$5.65M	0.34%	38
2019 Q4	$22M	Hold	866,100	–	–	0.78%	28
2019 Q3	$17.8M	Sell	866,100 -350,000	-29%	-$6.52M	0.61%	31
2019 Q2	$20.5M	Sell	1,216,100 -120,000	-9%	-$1.79M	0.63%	30
2019 Q1	$17.8M	Hold	1,336,100	–	–	0.5%	33
2018 Q4	$14.6M	Sell	1,336,100 -1,690,000	-56%	-$21.2M	0.48%	35
2018 Q3	$44.4M	Buy	3,026,100 +392,900	+15%	+$6.65M	1.47%	21
2018 Q2	$48.2M	Hold	2,633,200	–	–	1.61%	19
2018 Q1	$52.2M	Buy	2,633,200 +924,100	+54%	+$19.6M	1.7%	19
2017 Q4	$37.2M	Buy	+1,709,100	New	+$32.4M	1.32%	22