Millennium 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
Q1 | $47M | Buy |
571,262
+314,899
| +123% | +$33.6M | 0.02% | 862 |
|
|
2025
Q4 | $26.4M | Buy |
256,363
+228,824
| +831% | +$25.7M | 0.01% | 1305 |
|
|
2025
Q3 | $3.34M | Sell |
27,539
-130,911
| -83% | -$17.4M | ﹤0.01% | 3543 |
|
|
2025
Q2 | $18.5M | Buy |
158,450
+78,472
| +98% | +$9.05M | 0.01% | 1648 |
|
|
2025
Q1 | $9.99M | Sell |
79,978
-46,272
| -37% | -$6.73M | 0.01% | 2191 |
|
|
2024
Q4 | $18M | Sell |
126,250
-558,046
| -82% | -$98.8M | 0.01% | 1609 |
|
|
2024
Q3 | $133M | Buy |
684,296
+535,558
| +360% | +$88.8M | 0.06% | 305 |
|
|
2024
Q2 | $20.6M | Sell |
148,738
-352,184
| -70% | -$59.8M | 0.01% | 1478 |
|
|
2024
Q1 | $104M | Buy |
500,922
+122,440
| +32% | +$22.6M | 0.04% | 432 |
|
|
2023
Q4 | $63.2M | Buy |
378,482
+263,749
| +230% | +$35.1M | 0.03% | 655 |
|
|
2023
Q3 | $14.3M | Sell |
114,733
-379,373
| -77% | -$52.3M | 0.01% | 1716 |
|
|
2023
Q2 | $67.2M | Buy |
494,106
+252,983
| +105% | +$28.1M | 0.03% | 549 |
|
|
2023
Q1 | $21.4M | Buy |
241,123
+21,457
| +10% | +$1.7M | 0.01% | 1288 |
|
|
2022
Q4 | $14.3M | Sell |
219,666
-174,981
| -44% | -$10.9M | 0.01% | 1763 |
|
|
2022
Q3 | $23.3M | Buy |
394,647
+111,819
| +40% | +$6.99M | 0.01% | 1211 |
|
|
2022
Q2 | $15.2M | Buy |
282,828
+183,942
| +186% | +$11.3M | 0.01% | 1574 |
|
|
2022
Q1 | $6.38M | Sell |
98,886
-405,189
| -80% | -$29.4M | ﹤0.01% | 2667 |
|
|
2021
Q4 | $43.2M | Sell |
504,075
-525,700
| -51% | -$35.6M | 0.02% | 814 |
|
|
2021
Q3 | $53.3M | Sell |
1,029,775
-2,607,474
| -72% | -$127M | 0.03% | 603 |
|
|
2021
Q2 | $155M | Buy |
3,637,249
+2,566,633
| +240% | +$119M | 0.1% | 159 |
|
|
2021
Q1 | $49.6M | Buy |
1,070,616
+145,166
| +16% | +$6.18M | 0.04% | 498 |
|
|
2020
Q4 | $37.8M | Sell |
925,450
-39,239
| -4% | -$1.39M | 0.03% | 618 |
|
|
2020
Q3 | $31.5K | Buy |
964,689
+767,256
| +389% | +$20.8M | 0.04% | 531 |
|
|
2020
Q2 | $4.09M | Buy |
+197,433
| New | +$3.57M | 0.01% | 1954 |
|
|
2020
Q1 | – | Sell |
-500,201
| Closed | -$12.7M | – | 3868 |
|
|
2019
Q4 | $12.7M | Sell |
500,201
-16,200
| -3% | -$387K | 0.02% | 1177 |
|
|
2019
Q3 | $10.6M | Buy |
516,401
+133,239
| +35% | +$2.48M | 0.02% | 1238 |
|
|
2019
Q2 | $6.46M | Sell |
383,162
-573,460
| -60% | -$8.58M | 0.01% | 1576 |
|
|
2019
Q1 | $12.8M | Buy |
+956,622
| New | +$12.6M | 0.02% | 1090 |
|
|
2018
Q3 | – | Sell |
-720,899
| Closed | -$13.2M | – | 3895 |
|
|
2018
Q2 | $13.2M | Sell |
720,899
-45,860
| -6% | -$877K | 0.02% | 1132 |
|
|
2018
Q1 | $15.2M | Buy |
+766,759
| New | +$16.2M | 0.02% | 1055 |
|
|
2017
Q4 | – | Sell |
-76,186
| Closed | -$1.37M | – | 3790 |
|
|
2017
Q3 | $1.37M | Buy |
+76,186
| New | +$1.23M | ﹤0.01% | 2361 |
|
|
2017
Q2 | – | Sell |
-1,809,440
| Closed | -$27M | – | 3464 |
|
|
2017
Q1 | $27M | Buy |
1,809,440
+1,766,827
| +4,146% | +$22.8M | 0.05% | 543 |
|
|
2016
Q4 | $467K | Sell |
42,613
-184,908
| -81% | -$2.01M | ﹤0.01% | 2703 |
|
|
2016
Q3 | $2.62M | Buy |
+227,521
| New | +$2.86M | ﹤0.01% | 1767 |
|
|
2016
Q2 | – | Sell |
-752,860
| Closed | -$8.48M | – | 3176 |
|
|
2016
Q1 | $8.48M | Sell |
752,860
-1,055,257
| -58% | -$9.14M | 0.02% | 931 |
|
|
2015
Q4 | $20M | Buy |
1,808,117
+1,134,156
| +168% | +$14.4M | 0.04% | 572 |
|
|
2015
Q3 | $8.55M | Buy |
673,961
+523,314
| +347% | +$7.43M | 0.02% | 1025 |
|
|
2015
Q2 | $1.93M | Sell |
150,647
-16,946
| -10% | -$207K | ﹤0.01% | 1951 |
|
|
2015
Q1 | $1.12M | Buy |
167,593
+23,951
| +17% | +$150K | ﹤0.01% | 2257 |
|
|
2014
Q4 | $987K | Sell |
143,642
-48,594
| -25% | -$290K | ﹤0.01% | 2492 |
|
|
2014
Q3 | $1.05M | Buy |
192,236
+2,083
| +1% | +$13.6K | ﹤0.01% | 2273 |
|
|
2014
Q2 | $1.42M | Buy |
190,153
+136,460
| +254% | +$1.06M | ﹤0.01% | 1989 |
|
|
2014
Q1 | $489K | Sell |
53,693
-254,256
| -83% | -$2.06M | ﹤0.01% | 2627 |
|
|
2013
Q4 | $2.2M | Buy |
307,949
+270,620
| +725% | +$1.84M | 0.01% | 1763 |
|
|
2013
Q3 | $219K | Sell |
37,329
-13,234
| -26% | -$79K | ﹤0.01% | 3050 |
|
|
2013
Q2 | $302K | Buy |
+50,563
| New | +$316K | ﹤0.01% | 2576 |
|
Other funds holding BLDR
VCM
VPM
Millennium Management's BLDR Position: Q1 2026 in Review
Millennium Management increased its Builders FirstSource (BLDR) stake by 123% in Q1 2026, buying an estimated $33.6M and bringing the position to 571,262 shares worth $47M. The position accounts for 0.02% of the portfolio, ranked #862.
Millennium Management first reported a position in BLDR in Q2 2013 and has held it in 46 quarters since. The position peaked at $155M in Q2 2021. 719 funds tracked by Wall St. Rank hold BLDR as of Q1 2026.
- Millennium Management held 571,262 shares of Builders FirstSource worth $47M as of Q1 2026.
- Millennium Management bought 314,899 Builders FirstSource shares in Q1 2026, an estimated $33.6M.
- Builders FirstSource made up 0.02% of Millennium Management's portfolio in Q1 2026, its #862 holding.
- Millennium Management first reported a position in Builders FirstSource in Q2 2013 and has held it in 46 quarters since.
- Millennium Management's Builders FirstSource position peaked at $155M in Q2 2021.
- 719 funds tracked by Wall St. Rank held Builders FirstSource as of Q1 2026.
Based on Millennium Management's 13F filing for Q1 2026, filed 15 May 2026.