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LECAP Asset Management’s Builders FirstSource BLDR Stock Holding History

LECAP Asset Management’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 		$1.84M Buy
+22,293
New +$2.38M 0.69% 35
2025
Q1 		– Sell
-22,043
Closed -$3.15M – 293
2024
Q4 		$3.15M Buy
22,043
+9,970
+83% +$1.76M 0.85% 20
2024
Q3 		$2.34M Sell
12,073
-14,026
-54% -$2.33M 0.51% 67
2024
Q2 		$3.61M Buy
+26,099
New +$4.43M 0.78% 25

Other funds holding BLDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LECAP Asset Management's BLDR Position: Q1 2026 in Review

LECAP Asset Management opened a new position in Builders FirstSource (BLDR) in Q1 2026: 22,293 shares worth $1.84M. The stake represents 0.69% of the portfolio and ranks #35 among its holdings. This is a return to the name: LECAP Asset Management previously reported a position in BLDR as recently as Q4 2024.

LECAP Asset Management first reported a position in BLDR in Q2 2024 and has held it in 4 quarters since. The position peaked at $3.61M in Q2 2024. 719 funds tracked by Wall St. Rank hold BLDR as of Q1 2026.

  • LECAP Asset Management held 22,293 shares of Builders FirstSource worth $1.84M as of Q1 2026.
  • Builders FirstSource was a new LECAP Asset Management position in Q1 2026.
  • Builders FirstSource made up 0.69% of LECAP Asset Management's portfolio in Q1 2026, its #35 holding.
  • LECAP Asset Management first reported a position in Builders FirstSource in Q2 2024 and has held it in 4 quarters since.
  • LECAP Asset Management's Builders FirstSource position peaked at $3.61M in Q2 2024.
  • 719 funds tracked by Wall St. Rank held Builders FirstSource as of Q1 2026.

Based on LECAP Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.