PMAM
Picton Mahoney Asset Management’s Builders FirstSource BLDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13M | Buy |
111,752
+33,656
| +43% | +$3.93M | 0.13% | 134 |
|
|
2025
Q1 | $9.76M | Sell |
78,096
-4,105
| -5% | -$513K | 0.17% | 106 |
|
|
2024
Q4 | $11.7M | Sell |
82,201
-22,386
| -21% | -$3.2M | 0.24% | 86 |
|
|
2024
Q3 | $20.3M | Buy |
104,587
+12,083
| +13% | +$2.34M | 0.66% | 30 |
|
|
2024
Q2 | $12.8M | Sell |
92,504
-700
| -0.8% | -$96.9K | 0.5% | 65 |
|
|
2024
Q1 | $19.4M | Buy |
93,204
+2,071
| +2% | +$432K | 0.58% | 30 |
|
|
2023
Q4 | $15.2M | Buy |
91,133
+35,781
| +65% | +$5.97M | 0.41% | 48 |
|
|
2023
Q3 | $6.89M | Sell |
55,352
-32,041
| -37% | -$3.99M | 0.21% | 100 |
|
|
2023
Q2 | $11.9M | Buy |
87,393
+18,913
| +28% | +$2.57M | 0.51% | 53 |
|
|
2023
Q1 | $6.08M | Buy |
+68,480
| New | +$6.08M | 0.27% | 114 |
|
|
2015
Q2 | – | Sell |
-110,000
| Closed | -$734K | – | 284 |
|
|
2015
Q1 | $734K | Buy |
+110,000
| New | +$734K | 0.03% | 158 |
|