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Long Focus Capital Management’s Builders FirstSource BLDR Stock Holding History

Long Focus Capital 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
Q1 		$39.4M Buy
479,000
+144,000
+43% +$15.4M 1.04% 30
2025
Q4 		$34.5M Buy
335,000
+255,000
+319% +$28.7M 0.91% 29
2025
Q3 		$9.7M Sell
80,000
-119,000
-60% -$15.8M 0.32% 63
2025
Q2 		$23.2M Buy
+199,000
New +$23M 0.88% 32

Other funds holding BLDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Long Focus Capital Management's BLDR Position: Q1 2026 in Review

Long Focus Capital Management increased its Builders FirstSource (BLDR) stake by 43% in Q1 2026, buying an estimated $15.4M and bringing the position to 479,000 shares worth $39.4M. The position accounts for 1.04% of the portfolio, ranked #30.

Long Focus Capital Management first reported a position in BLDR in Q2 2025 and has held it in 4 quarters since. 719 funds tracked by Wall St. Rank hold BLDR as of Q1 2026.

  • Long Focus Capital Management held 479,000 shares of Builders FirstSource worth $39.4M as of Q1 2026.
  • Long Focus Capital Management bought 144,000 Builders FirstSource shares in Q1 2026, an estimated $15.4M.
  • Builders FirstSource made up 1.04% of Long Focus Capital Management's portfolio in Q1 2026, its #30 holding.
  • Long Focus Capital Management first reported a position in Builders FirstSource in Q2 2025 and has held it in 4 quarters since.
  • 719 funds tracked by Wall St. Rank held Builders FirstSource as of Q1 2026.

Based on Long Focus Capital Management's 13F filing for Q1 2026, filed 15 May 2026.