Painted Porch Advisors’s Builders FirstSource BLDR Stock Holding History

Painted Porch Advisors’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
2025 Q4	–	Sell	-20	Closed	-$2.42K	–	107
2025 Q3	$2.42K	Hold	20	–	–	﹤0.01%	396
2025 Q2	$2.33K	Hold	20	–	–	﹤0.01%	396
2025 Q1	$2.5K	Hold	20	–	–	﹤0.01%	405
2024 Q4	$2.86K	Buy	20 +5	+33%	+$885	﹤0.01%	387
2024 Q3	$2.91K	Hold	15	–	–	﹤0.01%	326
2024 Q2	$2.08K	Buy	+15	New	+$2.55K	﹤0.01%	311

Other funds holding BLDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

Painted Porch Advisors's BLDR Position: Q4 2025 in Review

Painted Porch Advisors sold out of Builders FirstSource (BLDR) in Q4 2025, closing a stake of 20 shares — an estimated $2.42K sold.

Painted Porch Advisors first reported a position in BLDR in Q2 2024 and held it in 6 quarters. The position peaked at $2.91K in Q3 2024. 766 funds tracked by Wall St. Rank hold BLDR as of Q4 2025.

Painted Porch Advisors reported no remaining Builders FirstSource position as of Q4 2025 after selling out during the quarter.
Painted Porch Advisors sold 20 Builders FirstSource shares in Q4 2025, an estimated $2.42K.
Painted Porch Advisors first reported a position in Builders FirstSource in Q2 2024 and held it in 6 quarters.
Painted Porch Advisors's Builders FirstSource position peaked at $2.91K in Q3 2024.
766 funds tracked by Wall St. Rank held Builders FirstSource as of Q4 2025.

Based on Painted Porch Advisors's 13F filing for Q4 2025, filed 19 Mar 2026.