&Partners’s Builders FirstSource BLDR Stock Holding History

&Partners’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	$1.23M	Buy	18,500 +478	+3%	+$51K	0.01%	1184
2025 Q4	$1.86M	Buy	18,022 +1,261	+8%	+$142K	0.01%	906
2025 Q3	$2.03M	Buy	16,761 +1,113	+7%	+$148K	0.01%	746
2025 Q2	$1.84M	Buy	15,648 +6,685	+75%	+$771K	0.01%	704
2025 Q1	$1.12M	Buy	8,963 +5,726	+177%	+$833K	0.01%	777
2024 Q4	$467K	Buy	+3,237	New	+$573K	0.01%	1101

Other funds holding BLDR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

&Partners's BLDR Position: Q1 2026 in Review

&Partners increased its Builders FirstSource (BLDR) stake by 2.7% in Q1 2026, buying an estimated $51K and bringing the position to 18,500 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #1184.

&Partners first reported a position in BLDR in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.03M in Q3 2025. 719 funds tracked by Wall St. Rank hold BLDR as of Q1 2026.

&Partners held 18,500 shares of Builders FirstSource worth $1.23M as of Q1 2026.
&Partners bought 478 Builders FirstSource shares in Q1 2026, an estimated $51K.
Builders FirstSource made up 0.01% of &Partners's portfolio in Q1 2026, its #1184 holding.
&Partners first reported a position in Builders FirstSource in Q4 2024 and has held it in 6 quarters since.
&Partners's Builders FirstSource position peaked at $2.03M in Q3 2025.
719 funds tracked by Wall St. Rank held Builders FirstSource as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.