Perpetual Ltd’s Builders FirstSource BLDR Stock Holding History

Perpetual Ltd’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	-4,531	Closed	-$373K	–	425
2026 Q1	$373K	Buy	4,531 +1,245	+38%	+$133K	0.01%	361
2025 Q4	$338K	Buy	+3,286	New	+$369K	﹤0.01%	362
2023 Q4	–	Sell	-4,545	Closed	-$566K	–	435
2023 Q3	$566K	Sell	4,545 -604	-12%	-$83.3K	0.01%	343
2023 Q2	$700K	Buy	+5,149	New	+$573K	0.01%	353

Other funds holding BLDR

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

IHL

Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return

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

MCM

Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return

Perpetual Ltd's BLDR Position: Q2 2026 in Review

Perpetual Ltd sold out of Builders FirstSource (BLDR) in Q2 2026, closing a stake of 4,531 shares — an estimated $373K sold.

Perpetual Ltd first reported a position in BLDR in Q2 2023 and held it in 4 quarters. The position peaked at $700K in Q2 2023. 173 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

Perpetual Ltd reported no remaining Builders FirstSource position as of Q2 2026 after selling out during the quarter.
Perpetual Ltd sold 4,531 Builders FirstSource shares in Q2 2026, an estimated $373K.
Perpetual Ltd first reported a position in Builders FirstSource in Q2 2023 and held it in 4 quarters.
Perpetual Ltd's Builders FirstSource position peaked at $700K in Q2 2023.
173 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.