Legato Capital Management’s Builders FirstSource BLDR Stock Holding History

Legato Capital 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	$597K	Sell	7,256 -15,826	-69%	-$1.69M	0.05%	497
2025 Q4	$2.37M	Buy	23,082 +4,333	+23%	+$487K	0.2%	137
2025 Q3	$2.27M	Hold	18,749	–	–	0.25%	116
2025 Q2	$2.19M	Hold	18,749	–	–	0.26%	101
2025 Q1	$2.34M	Buy	18,749 +1,569	+9%	+$228K	0.32%	82
2024 Q4	$2.46M	Buy	17,180 +228	+1%	+$40.3K	0.32%	67
2024 Q3	$3.29M	Buy	16,952 +1,903	+13%	+$316K	0.41%	42
2024 Q2	$2.08M	Buy	15,049 +9,725	+183%	+$1.65M	0.28%	98
2024 Q1	$1.11M	Sell	5,324 -1,260	-19%	-$233K	0.13%	247
2023 Q4	$1.1M	Hold	6,584	–	–	0.14%	233
2023 Q3	$820K	Sell	6,584 -6,019	-48%	-$830K	0.12%	290
2023 Q2	$1.71M	Sell	12,603 -2,445	-16%	-$272K	0.23%	139
2023 Q1	$1.34M	Sell	15,048 -1,649	-10%	-$131K	0.24%	134
2022 Q4	$1.08M	Buy	+16,697	New	+$1.04M	0.21%	162

Other funds holding BLDR

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $535B AUM 26.23% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legato Capital Management's BLDR Position: Q1 2026 in Review

Legato Capital Management reduced its Builders FirstSource (BLDR) stake by 69% in Q1 2026, selling an estimated $1.69M and leaving 7,256 shares worth $597K. The position accounts for 0.05% of the portfolio, ranked #497.

Legato Capital Management first reported a position in BLDR in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.29M in Q3 2024. 719 funds tracked by Wall St. Rank hold BLDR as of Q1 2026.

Legato Capital Management held 7,256 shares of Builders FirstSource worth $597K as of Q1 2026.
Legato Capital Management sold 15,826 Builders FirstSource shares in Q1 2026, an estimated $1.69M.
Builders FirstSource made up 0.05% of Legato Capital Management's portfolio in Q1 2026, its #497 holding.
Legato Capital Management first reported a position in Builders FirstSource in Q4 2022 and has held it in 14 quarters since.
Legato Capital Management's Builders FirstSource position peaked at $3.29M in Q3 2024.
719 funds tracked by Wall St. Rank held Builders FirstSource as of Q1 2026.

Based on Legato Capital Management's 13F filing for Q1 2026, filed 14 May 2026.