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Long Pond Capital’s Builders FirstSource BLDR Stock Holding History

Long Pond Capital’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 		$22M Buy
+245,750
New +$19.6M 2.11% 16
2016
Q3 		– Sell
-1,175,000
Closed -$13.2M – 25
2016
Q2 		$13.2M Buy
+1,175,000
New +$13.6M 0.62% 23

Other funds holding BLDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Long Pond Capital's BLDR Position: Q2 2026 in Review

Long Pond Capital opened a new position in Builders FirstSource (BLDR) in Q2 2026: 245,750 shares worth $22M. The stake represents 2.11% of the portfolio and ranks #16 among its holdings. This is a return to the name: Long Pond Capital previously reported a position in BLDR as recently as Q2 2016.

Long Pond Capital first reported a position in BLDR in Q2 2016 and has held it in 2 quarters since. 671 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

  • Long Pond Capital held 245,750 shares of Builders FirstSource worth $22M as of Q2 2026.
  • Builders FirstSource was a new Long Pond Capital position in Q2 2026.
  • Builders FirstSource made up 2.11% of Long Pond Capital's portfolio in Q2 2026, its #16 holding.
  • Long Pond Capital first reported a position in Builders FirstSource in Q2 2016 and has held it in 2 quarters since.
  • 671 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

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