PCJ Investment Counsel’s Builders FirstSource BLDR Stock Holding History

PCJ Investment Counsel’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	-22,130	Closed	-$2.68M	–	63
2025 Q3	$2.68M	Buy	+22,130	New	+$2.94M	0.75%	47
2024 Q4	–	Sell	-5,000	Closed	-$969K	–	70
2024 Q3	$969K	Buy	+5,000	New	+$829K	0.31%	64
2024 Q2	–	Sell	-20,000	Closed	-$4.17M	–	75
2024 Q1	$4.17M	Hold	20,000	–	–	1.38%	25
2023 Q4	$3.34M	Buy	+20,000	New	+$2.66M	1.29%	25
2022 Q1	–	Sell	-15,000	Closed	-$1.29M	–	72
2021 Q4	$1.29M	Buy	+15,000	New	+$1.02M	0.45%	55
2020 Q4	–	Sell	-35,000	Closed	-$1.14M	–	75
2020 Q3	$1.14M	Buy	+35,000	New	+$950K	0.52%	55
2018 Q4	–	Sell	-75,000	Closed	-$1.1M	–	61
2018 Q3	$1.1M	Sell	75,000 -15,241	-17%	-$258K	0.09%	52
2018 Q2	$1.65M	Buy	90,241 +60,241	+201%	+$1.15M	0.11%	42
2018 Q1	$595K	Buy	+30,000	New	+$635K	0.04%	60
2017 Q2	–	Sell	-84,260	Closed	-$1.25M	–	76
2017 Q1	$1.25M	Sell	84,260 -30,740	-27%	-$397K	0.07%	52
2016 Q4	$1.26M	Buy	115,000 +75,000	+188%	+$814K	0.07%	44
2016 Q3	$460K	Buy	+40,000	New	+$504K	0.03%	65

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

PCJ Investment Counsel's BLDR Position: Q4 2025 in Review

PCJ Investment Counsel sold out of Builders FirstSource (BLDR) in Q4 2025, closing a stake of 22,130 shares — an estimated $2.68M sold.

PCJ Investment Counsel first reported a position in BLDR in Q3 2016 and held it in 12 quarters. The position peaked at $4.17M in Q1 2024. 766 funds tracked by Wall St. Rank hold BLDR as of Q4 2025.

PCJ Investment Counsel reported no remaining Builders FirstSource position as of Q4 2025 after selling out during the quarter.
PCJ Investment Counsel sold 22,130 Builders FirstSource shares in Q4 2025, an estimated $2.68M.
PCJ Investment Counsel first reported a position in Builders FirstSource in Q3 2016 and held it in 12 quarters.
PCJ Investment Counsel's Builders FirstSource position peaked at $4.17M in Q1 2024.
766 funds tracked by Wall St. Rank held Builders FirstSource as of Q4 2025.

Based on PCJ Investment Counsel's 13F filing for Q4 2025, filed 10 Feb 2026.