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

Mountain Lake Investment 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	$8.62M	Buy	104,641 +20,697	+25%	+$2.21M	5.57%	10
2025 Q4	$8.64M	Buy	83,944 +7,382	+10%	+$830K	6.56%	7
2025 Q3	$9.28M	Sell	76,562 -4,583	-6%	-$608K	6.91%	6
2025 Q2	$9.47M	Buy	81,145 +25,861	+47%	+$2.98M	7.88%	5
2025 Q1	$6.91M	Buy	55,284 +18,917	+52%	+$2.75M	6.5%	6
2024 Q4	$5.2M	Buy	36,367 +2,367	+7%	+$419K	5.99%	8
2024 Q3	$6.59M	Buy	34,000 +1,000	+3%	+$166K	6.93%	5
2024 Q2	$4.57M	Buy	33,000 +21,150	+178%	+$3.59M	4.79%	10
2024 Q1	$2.47M	Buy	11,850 +1,350	+13%	+$249K	2.56%	14
2023 Q4	$1.75M	Buy	+10,500	New	+$1.4M	1.79%	15

Other funds holding BLDR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Mountain Lake Investment Management's BLDR Position: Q1 2026 in Review

Mountain Lake Investment Management increased its Builders FirstSource (BLDR) stake by 25% in Q1 2026, buying an estimated $2.21M and bringing the position to 104,641 shares worth $8.62M. The position accounts for 5.57% of the portfolio, ranked #10.

Mountain Lake Investment Management first reported a position in BLDR in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.47M in Q2 2025. 722 funds tracked by Wall St. Rank hold BLDR as of Q1 2026.

Mountain Lake Investment Management held 104,641 shares of Builders FirstSource worth $8.62M as of Q1 2026.
Mountain Lake Investment Management bought 20,697 Builders FirstSource shares in Q1 2026, an estimated $2.21M.
Builders FirstSource made up 5.57% of Mountain Lake Investment Management's portfolio in Q1 2026, its #10 holding.
Mountain Lake Investment Management first reported a position in Builders FirstSource in Q4 2023 and has held it in 10 quarters since.
Mountain Lake Investment Management's Builders FirstSource position peaked at $9.47M in Q2 2025.
722 funds tracked by Wall St. Rank held Builders FirstSource as of Q1 2026.

Based on Mountain Lake Investment Management's 13F filing for Q1 2026, filed 15 May 2026.