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 Q2	$268K	Sell	3,000 -4,500	-60%	-$359K	0.02%	220
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 $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

Levin Capital Strategies's BLDR Position: Q2 2026 in Review

Levin Capital Strategies reduced its Builders FirstSource (BLDR) stake by 60% in Q2 2026, selling an estimated $359K and leaving 3,000 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #220.

Levin Capital Strategies first reported a position in BLDR in Q1 2016 and has held it in 11 quarters since. The position peaked at $1.11M in Q2 2025. 671 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

Levin Capital Strategies held 3,000 shares of Builders FirstSource worth $268K as of Q2 2026.
Levin Capital Strategies sold 4,500 Builders FirstSource shares in Q2 2026, an estimated $359K.
Builders FirstSource made up 0.02% of Levin Capital Strategies's portfolio in Q2 2026, its #220 holding.
Levin Capital Strategies first reported a position in Builders FirstSource in Q1 2016 and has held it in 11 quarters since.
Levin Capital Strategies's Builders FirstSource position peaked at $1.11M in Q2 2025.
671 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on Levin Capital Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.