Mountain Lake Investment Management’s Builders FirstSource BLDR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.47M Buy
81,145
+25,861
+47% +$3.02M 7.88% 5
2025
Q1
$6.91M Buy
55,284
+18,917
+52% +$2.36M 6.5% 6
2024
Q4
$5.2M Buy
36,367
+2,367
+7% +$338K 5.99% 8
2024
Q3
$6.59M Buy
34,000
+1,000
+3% +$194K 6.93% 5
2024
Q2
$4.57M Buy
33,000
+21,150
+178% +$2.93M 4.79% 10
2024
Q1
$2.47M Buy
11,850
+1,350
+13% +$282K 2.56% 14
2023
Q4
$1.75M Buy
+10,500
New +$1.75M 1.79% 15