Lodge Hill Capital’s Builders FirstSource BLDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.6M | Buy |
288,000
+96,120
| +50% | +$11.2M | 7.74% | 5 |
|
|
2025
Q1 | $24M | Sell |
191,880
-67,350
| -26% | -$8.41M | 5.67% | 7 |
|
|
2024
Q4 | $37.1M | Buy |
259,230
+166,930
| +181% | +$23.9M | 10.21% | 2 |
|
|
2024
Q3 | $17.9M | Sell |
92,300
-118,000
| -56% | -$22.9M | 5.57% | 8 |
|
|
2024
Q2 | $29.1M | Buy |
210,300
+135,000
| +179% | +$18.7M | 7.84% | 1 |
|
|
2024
Q1 | $15.7M | Sell |
75,300
-49,000
| -39% | -$10.2M | 3.76% | 8 |
|
|
2023
Q4 | $20.8M | Sell |
124,300
-35,000
| -22% | -$5.84M | 9.14% | 1 |
|
|
2023
Q3 | $19.8M | Buy |
159,300
+95,000
| +148% | +$11.8M | 6.5% | 3 |
|
|
2023
Q2 | $8.74M | Sell |
64,300
-75,700
| -54% | -$10.3M | 2.54% | 15 |
|
|
2023
Q1 | $12.4M | Sell |
140,000
-160,000
| -53% | -$14.2M | 4.72% | 8 |
|
|
2022
Q4 | $19.5M | Sell |
300,000
-35,000
| -10% | -$2.27M | 5.06% | 3 |
|
|
2022
Q3 | $19.7M | Buy |
335,000
+90,000
| +37% | +$5.3M | 7.3% | 2 |
|
|
2022
Q2 | $13.2M | Sell |
245,000
-5,000
| -2% | -$269K | 4.33% | 7 |
|
|
2022
Q1 | $16.1M | Buy |
+250,000
| New | +$16.1M | 7.69% | 1 |
|