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Lewis Asset Management’s Builders FirstSource BLDR Stock Holding History

Lewis 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 		$405K Sell
4,525
-1,250
-22% -$99.8K 0.14% 145
2026
Q1 		$475K Buy
+5,775
New +$617K 0.19% 118

Other funds holding BLDR

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $2.21B AUM 39.6% 1-Year Est. Return

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

Lewis Asset Management reduced its Builders FirstSource (BLDR) stake by 22% in Q2 2026, selling an estimated $99.8K and leaving 4,525 shares worth $405K. The position accounts for 0.14% of the portfolio, ranked #145.

Lewis Asset Management first reported a position in BLDR in Q1 2026 and has held it in 2 quarters since. The position peaked at $475K in Q1 2026. 188 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

  • Lewis Asset Management held 4,525 shares of Builders FirstSource worth $405K as of Q2 2026.
  • Lewis Asset Management sold 1,250 Builders FirstSource shares in Q2 2026, an estimated $99.8K.
  • Builders FirstSource made up 0.14% of Lewis Asset Management's portfolio in Q2 2026, its #145 holding.
  • Lewis Asset Management first reported a position in Builders FirstSource in Q1 2026 and has held it in 2 quarters since.
  • Lewis Asset Management's Builders FirstSource position peaked at $475K in Q1 2026.
  • 188 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.