OP Asset Management’s Builders FirstSource BLDR Stock Holding History

OP Asset 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 Q2	–	Sell	-20,830	Closed	-$1.71M	–	774
2026 Q1	$1.71M	Buy	20,830 +8,629	+71%	+$922K	0.02%	498
2025 Q4	$1.26M	Sell	12,201 -8,350	-41%	-$938K	0.01%	550
2025 Q3	$2.49M	Sell	20,551 -5,688	-22%	-$755K	0.03%	390
2025 Q2	$3.06M	Buy	26,239 +123	+0.5%	+$14.2K	0.04%	330
2025 Q1	$3.26M	Buy	+26,116	New	+$3.8M	0.05%	294

Other funds holding BLDR

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FRM

Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

IHL

Investment House LLC Redondo Beach, California $2.21B AUM 39.6% 1-Year Est. Return

OP Asset Management's BLDR Position: Q2 2026 in Review

OP Asset Management sold out of Builders FirstSource (BLDR) in Q2 2026, closing a stake of 20,830 shares — an estimated $1.71M sold.

OP Asset Management first reported a position in BLDR in Q1 2025 and held it in 5 quarters. The position peaked at $3.26M in Q1 2025. 194 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

OP Asset Management reported no remaining Builders FirstSource position as of Q2 2026 after selling out during the quarter.
OP Asset Management sold 20,830 Builders FirstSource shares in Q2 2026, an estimated $1.71M.
OP Asset Management first reported a position in Builders FirstSource in Q1 2025 and held it in 5 quarters.
OP Asset Management's Builders FirstSource position peaked at $3.26M in Q1 2025.
194 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on OP Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.