Marnell Management’s Builders FirstSource BLDR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$928K Sell
10,372
-9,400
-48% -$751K 0.36% 55
2026
Q1
$1.63M Buy
+19,772
New +$2.11M 0.57% 45

Other funds holding BLDR

Marnell Management's BLDR Position: Q2 2026 in Review

Marnell Management reduced its Builders FirstSource (BLDR) stake by 48% in Q2 2026, selling an estimated $751K and leaving 10,372 shares worth $928K. The position accounts for 0.36% of the portfolio, ranked #55.

Marnell Management first reported a position in BLDR in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.63M in Q1 2026. 670 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

  • Marnell Management held 10,372 shares of Builders FirstSource worth $928K as of Q2 2026.
  • Marnell Management sold 9,400 Builders FirstSource shares in Q2 2026, an estimated $751K.
  • Builders FirstSource made up 0.36% of Marnell Management's portfolio in Q2 2026, its #55 holding.
  • Marnell Management first reported a position in Builders FirstSource in Q1 2026 and has held it in 2 quarters since.
  • Marnell Management's Builders FirstSource position peaked at $1.63M in Q1 2026.
  • 670 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on Marnell Management's 13F filing for Q2 2026, filed 13 Aug 2026.