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Oak Thistle LLC’s Builders FirstSource BLDR Stock Holding History

Oak Thistle LLC’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
Q2 		$803K Sell
8,979
-1,999
-18% -$160K 0.08% 379
2026
Q1 		$904K Buy
+10,978
New +$1.17M 0.09% 346
2025
Q3 		– Sell
-2,495
Closed -$291K – 477
2025
Q2 		$291K Sell
2,495
-5,197
-68% -$600K 0.04% 417
2025
Q1 		$961K Sell
7,692
-254
-3% -$37K 0.19% 198
2024
Q4 		$1.14M Buy
+7,946
New +$1.41M 0.34% 101
2024
Q3 		– Sell
-2,102
Closed -$291K – 414
2024
Q2 		$291K Buy
2,102
+565
+37% +$95.9K 0.22% 209
2024
Q1 		$321K Sell
1,537
-2,922
-66% -$540K 0.29% 159
2023
Q4 		$744K Buy
4,459
+1,685
+61% +$224K 0.21% 199
2023
Q3 		$345K Sell
2,774
-7,622
-73% -$1.05M 0.1% 365
2023
Q2 		$1.41M Buy
+10,396
New +$1.16M 0.75% 10
2022
Q2 		– Sell
-5,145
Closed -$332K – 203
2022
Q1 		$332K Buy
+5,145
New +$373K 0.17% 245

Other funds holding BLDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Oak Thistle LLC's BLDR Position: Q2 2026 in Review

Oak Thistle LLC reduced its Builders FirstSource (BLDR) stake by 18% in Q2 2026, selling an estimated $160K and leaving 8,979 shares worth $803K. The position accounts for 0.08% of the portfolio, ranked #379.

Oak Thistle LLC first reported a position in BLDR in Q1 2022 and has held it in 11 quarters since. The position peaked at $1.41M in Q2 2023. 670 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

  • Oak Thistle LLC held 8,979 shares of Builders FirstSource worth $803K as of Q2 2026.
  • Oak Thistle LLC sold 1,999 Builders FirstSource shares in Q2 2026, an estimated $160K.
  • Builders FirstSource made up 0.08% of Oak Thistle LLC's portfolio in Q2 2026, its #379 holding.
  • Oak Thistle LLC first reported a position in Builders FirstSource in Q1 2022 and has held it in 11 quarters since.
  • Oak Thistle LLC's Builders FirstSource position peaked at $1.41M in Q2 2023.
  • 670 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.