NPCM
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North Peak Capital Management’s Builders FirstSource BLDR Stock Holding History

North Peak Capital Management’s Portfolio BLDR Stock Details BLDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,843,884
Closed -$158M – 8
2021
Q4 		$158M Sell
1,843,884
-76,988
-4% -$6.6M 17.16% 4
2021
Q3 		$99.4M Buy
+1,920,872
New +$99.4M 12.78% 5