Levin Capital Strategies’s Builders FirstSource BLDR Stock Holding History

Levin Capital Strategies’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	$617K	Buy	7,500 +3,000	+67%	+$320K	0.05%	139
2025 Q4	$463K	Buy	4,500 +2,000	+80%	+$225K	0.04%	129
2025 Q3	$303K	Sell	2,500 -7,000	-74%	-$929K	0.03%	158
2025 Q2	$1.11M	Buy	9,500 +5,500	+138%	+$635K	0.11%	87
2025 Q1	$500K	Buy	+4,000	New	+$582K	0.05%	110
2024 Q4	–	Sell	-2,500	Closed	-$485K	–	231
2024 Q3	$485K	Sell	2,500 -4,500	-64%	-$746K	0.05%	130
2024 Q2	$969K	Buy	7,000 +5,500	+367%	+$934K	0.1%	87
2024 Q1	$313K	Buy	+1,500	New	+$277K	0.03%	175
2023 Q3	–	Sell	-3,500	Closed	-$476K	–	279
2023 Q2	$476K	Buy	+3,500	New	+$389K	0.05%	138
2016 Q2	–	Sell	-15,000	Closed	-$169K	–	343
2016 Q1	$169K	Buy	+15,000	New	+$130K	﹤0.01%	311

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

Levin Capital Strategies's BLDR Position: Q1 2026 in Review

Levin Capital Strategies increased its Builders FirstSource (BLDR) stake by 67% in Q1 2026, buying an estimated $320K and bringing the position to 7,500 shares worth $617K. The position accounts for 0.05% of the portfolio, ranked #139.

Levin Capital Strategies first reported a position in BLDR in Q1 2016 and has held it in 10 quarters since. The position peaked at $1.11M in Q2 2025. 719 funds tracked by Wall St. Rank hold BLDR as of Q1 2026.

Levin Capital Strategies held 7,500 shares of Builders FirstSource worth $617K as of Q1 2026.
Levin Capital Strategies bought 3,000 Builders FirstSource shares in Q1 2026, an estimated $320K.
Builders FirstSource made up 0.05% of Levin Capital Strategies's portfolio in Q1 2026, its #139 holding.
Levin Capital Strategies first reported a position in Builders FirstSource in Q1 2016 and has held it in 10 quarters since.
Levin Capital Strategies's Builders FirstSource position peaked at $1.11M in Q2 2025.
719 funds tracked by Wall St. Rank held Builders FirstSource as of Q1 2026.

Based on Levin Capital Strategies's 13F filing for Q1 2026, filed 13 May 2026.