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Marathon Capital Management’s Builders FirstSource BLDR Stock Holding History

Marathon 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 		$6.65M Buy
74,278
+15,282
+26% +$1.22M 1.35% 21
2026
Q1 		$4.86M Sell
58,996
-157
-0.3% -$16.8K 1.09% 30
2025
Q4 		$6.09M Buy
59,153
+1,102
+2% +$124K 1.31% 21
2025
Q3 		$7.04M Buy
58,051
+324
+0.6% +$43K 1.61% 16
2025
Q2 		$6.74M Buy
+57,727
New +$6.66M 1.72% 16

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

Marathon Capital Management's BLDR Position: Q2 2026 in Review

Marathon Capital Management increased its Builders FirstSource (BLDR) stake by 26% in Q2 2026, buying an estimated $1.22M and bringing the position to 74,278 shares worth $6.65M. The position accounts for 1.35% of the portfolio, ranked #21.

Marathon Capital Management first reported a position in BLDR in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.04M in Q3 2025. 670 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

  • Marathon Capital Management held 74,278 shares of Builders FirstSource worth $6.65M as of Q2 2026.
  • Marathon Capital Management bought 15,282 Builders FirstSource shares in Q2 2026, an estimated $1.22M.
  • Builders FirstSource made up 1.35% of Marathon Capital Management's portfolio in Q2 2026, its #21 holding.
  • Marathon Capital Management first reported a position in Builders FirstSource in Q2 2025 and has held it in 5 quarters since.
  • Marathon Capital Management's Builders FirstSource position peaked at $7.04M in Q3 2025.
  • 670 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on Marathon Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.