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 Q2	$55.2M	Buy	617,000 +138,000	+29%	+$11M	1.41%	21
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Long Focus Capital Management's BLDR Position: Q2 2026 in Review

Long Focus Capital Management increased its Builders FirstSource (BLDR) stake by 29% in Q2 2026, buying an estimated $11M and bringing the position to 617,000 shares worth $55.2M. The position accounts for 1.41% of the portfolio, ranked #21.

Long Focus Capital Management first reported a position in BLDR in Q2 2025 and has held it in 5 quarters since. 670 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

Long Focus Capital Management held 617,000 shares of Builders FirstSource worth $55.2M as of Q2 2026.
Long Focus Capital Management bought 138,000 Builders FirstSource shares in Q2 2026, an estimated $11M.
Builders FirstSource made up 1.41% of Long Focus Capital Management's portfolio in Q2 2026, its #21 holding.
Long Focus Capital Management first reported a position in Builders FirstSource in Q2 2025 and has held it in 5 quarters since.
670 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on Long Focus Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.