Millennium Management’s Builders FirstSource BLDR Stock Holding History

Millennium 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 Q1	$33.1M	Buy	401,600 +392,500	+4,313%	+$41.9M	0.01%	1146
2025 Q4	$936K	Sell	9,100 -1,400	-13%	-$157K	﹤0.01%	4529
2025 Q3	$1.27M	Sell	10,500 -57,500	-85%	-$7.63M	﹤0.01%	4429
2025 Q2	$7.93M	Buy	68,000 +64,100	+1,644%	+$7.4M	﹤0.01%	2507
2025 Q1	$487K	Sell	3,900 -4,600	-54%	-$669K	﹤0.01%	4830
2024 Q4	$1.21M	Sell	8,500 -11,300	-57%	-$2M	﹤0.01%	4038
2024 Q3	$3.84M	Sell	19,800 -400	-2%	-$66.3K	﹤0.01%	3083
2024 Q2	$2.8M	Buy	20,200 +2,300	+13%	+$390K	﹤0.01%	3232
2024 Q1	$3.73M	Buy	17,900 +7,900	+79%	+$1.46M	﹤0.01%	3171
2023 Q4	$1.67M	Buy	+10,000	New	+$1.33M	﹤0.01%	3756
2021 Q3	–	Sell	-5,600	Closed	-$239K	–	6789
2021 Q2	$239K	Buy	+5,600	New	+$260K	﹤0.01%	5901

Other funds holding BLDR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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.