Lomas Capital Management’s Builders FirstSource BLDR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-1,287,829	Closed	-$14.8M	–	33
2016 Q3	$14.8M	Sell	1,287,829 -86,063	-6%	-$991K	3.31%	13
2016 Q2	$15.5M	Buy	1,373,892 +810,892	+144%	+$9.12M	3.13%	9
2016 Q1	$6.35M	Buy	+563,000	New	+$6.35M	1.28%	20