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Pecaut & Co’s Builders FirstSource BLDR Stock Holding History

Pecaut & Co’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 		$2.4M Hold
26,865
– – 0.73% 26
2026
Q1 		$2.21M Buy
26,865
+7,330
+38% +$783K 0.72% 29
2025
Q4 		$2.01M Sell
19,535
-300
-2% -$33.7K 0.65% 29
2025
Q3 		$2.4M Sell
19,835
-1,100
-5% -$146K 0.77% 26
2025
Q2 		$2.44M Buy
20,935
+13,631
+187% +$1.57M 0.81% 26
2025
Q1 		$913K Buy
7,304
+569
+8% +$82.8K 0.31% 43
2024
Q4 		$963K Sell
6,735
-100
-1% -$17.7K 0.33% 41
2024
Q3 		$1.33M Buy
6,835
+185
+3% +$30.7K 0.47% 37
2024
Q2 		$920K Buy
6,650
+1,000
+18% +$170K 0.35% 43
2024
Q1 		$1.18M Hold
5,650
– – 0.44% 39
2023
Q4 		$943K Hold
5,650
– – 0.38% 43
2023
Q3 		$703K Sell
5,650
-2,500
-31% -$345K 0.29% 47
2023
Q2 		$1.11M Hold
8,150
– – 0.47% 39
2023
Q1 		$724K Hold
8,150
– – 0.33% 48
2022
Q4 		$529K Sell
8,150
-950
-10% -$59.3K 0.25% 56
2022
Q3 		$536K Sell
9,100
-500
-5% -$31.3K 0.28% 51
2022
Q2 		$516K Hold
9,600
– – 0.29% 51
2022
Q1 		$620K Buy
9,600
+200
+2% +$14.5K 0.3% 47
2021
Q4 		$806K Hold
9,400
– – 0.41% 41
2021
Q3 		$486K Hold
9,400
– – 0.29% 46
2021
Q2 		$401K Sell
9,400
-6,000
-39% -$278K 0.26% 45
2021
Q1 		$714K Sell
15,400
-9,500
-38% -$404K 0.52% 29
2020
Q4 		$1.02M Sell
24,900
-2,300
-8% -$81.5K 0.76% 26
2020
Q3 		$887K Sell
27,200
-23,000
-46% -$624K 0.67% 27
2020
Q2 		$1.04M Sell
50,200
-3,500
-7% -$63.2K 0.81% 24
2020
Q1 		$657K Hold
53,700
– – 0.6% 29
2019
Q4 		$1.36M Sell
53,700
-10,800
-17% -$258K 0.87% 27
2019
Q3 		$1.33M Sell
64,500
-13,000
-17% -$242K 0.92% 25
2019
Q2 		$1.31M Hold
77,500
– – 0.89% 27
2019
Q1 		$1.03M Buy
+77,500
New +$1.02M 0.71% 29

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

Pecaut & Co's BLDR Position: Q2 2026 in Review

Pecaut & Co held its Builders FirstSource (BLDR) position steady in Q2 2026 at 26,865 shares worth $2.4M. The position accounts for 0.73% of the portfolio, ranked #26.

Pecaut & Co first reported a position in BLDR in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.44M in Q2 2025. 670 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

  • Pecaut & Co held 26,865 shares of Builders FirstSource worth $2.4M as of Q2 2026.
  • Pecaut & Co left its Builders FirstSource share count unchanged in Q2 2026.
  • Builders FirstSource made up 0.73% of Pecaut & Co's portfolio in Q2 2026, its #26 holding.
  • Pecaut & Co first reported a position in Builders FirstSource in Q1 2019 and has held it in 30 quarters since.
  • Pecaut & Co's Builders FirstSource position peaked at $2.44M in Q2 2025.
  • 670 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on Pecaut & Co's 13F filing for Q2 2026, filed 3 Aug 2026.