Lodge Hill Capital’s Builders FirstSource BLDR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$39.8M Buy
2025
Q2
$33.6M Buy
2025
Q1
$24M Sell
2024
Q4
$37.1M Buy
2024
Q3
$17.9M Sell
2024
Q2
$29.1M Buy
2024
Q1
$15.7M Sell
2023
Q4
$20.8M Sell
2023
Q3
$19.8M Buy
2023
Q2
$8.74M Sell
2023
Q1
$12.4M Sell
2022
Q4
$19.5M Sell
2022
Q3
$19.7M Buy
2022
Q2
$13.2M Sell
2022
Q1
$16.1M Buy