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	$3.33M	Buy	40,500 +8,300	+26%	+$886K	﹤0.01%	3369
2025 Q4	$3.31M	Sell	32,200 -26,400	-45%	-$2.97M	﹤0.01%	3448
2025 Q3	$7.11M	Buy	58,600 +20,000	+52%	+$2.65M	﹤0.01%	2747
2025 Q2	$4.5M	Buy	38,600 +13,800	+56%	+$1.59M	﹤0.01%	3099
2025 Q1	$3.1M	Sell	24,800 -2,800	-10%	-$407K	﹤0.01%	3351
2024 Q4	$3.94M	Sell	27,600 -6,300	-19%	-$1.11M	﹤0.01%	3036
2024 Q3	$6.57M	Buy	33,900 +22,700	+203%	+$3.76M	﹤0.01%	2594
2024 Q2	$1.55M	Sell	11,200 -63,600	-85%	-$10.8M	﹤0.01%	3756
2024 Q1	$15.6M	Buy	74,800 +65,700	+722%	+$12.1M	0.01%	1760
2023 Q4	$1.52M	Buy	+9,100	New	+$1.21M	﹤0.01%	3827
2022 Q3	–	Sell	-72,000	Closed	-$3.87M	–	7065
2022 Q2	$3.87M	Buy	+72,000	New	+$4.42M	﹤0.01%	3052
2021 Q3	–	Sell	-5,600	Closed	-$239K	–	6790
2021 Q2	$239K	Buy	+5,600	New	+$260K	﹤0.01%	5902

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.