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 Q2	$248K	Sell	2,772 -19,521	-88%	-$1.56M	0.11%	244
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LECAP Asset Management's BLDR Position: Q2 2026 in Review

LECAP Asset Management reduced its Builders FirstSource (BLDR) stake by 88% in Q2 2026, selling an estimated $1.56M and leaving 2,772 shares worth $248K. The position accounts for 0.11% of the portfolio, ranked #244.

LECAP Asset Management first reported a position in BLDR in Q2 2024 and has held it in 5 quarters since. The position peaked at $3.61M in Q2 2024. 671 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

LECAP Asset Management held 2,772 shares of Builders FirstSource worth $248K as of Q2 2026.
LECAP Asset Management sold 19,521 Builders FirstSource shares in Q2 2026, an estimated $1.56M.
Builders FirstSource made up 0.11% of LECAP Asset Management's portfolio in Q2 2026, its #244 holding.
LECAP Asset Management first reported a position in Builders FirstSource in Q2 2024 and has held it in 5 quarters since.
LECAP Asset Management's Builders FirstSource position peaked at $3.61M in Q2 2024.
671 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on LECAP Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.