Point72 Asset Management’s Builders FirstSource BLDR Stock Holding History

Point72 Asset Management’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	$2.06M	Sell	25,000 -34,500	-58%	-$3.68M	﹤0.01%	2285
2025 Q4	$6.12M	Buy	+59,500	New	+$6.69M	0.01%	1692
2025 Q2	–	Sell	-2,800	Closed	-$350K	–	2198
2025 Q1	$350K	Buy	+2,800	New	+$407K	﹤0.01%	1718
2023 Q4	–	Sell	-63,000	Closed	-$7.84M	–	2192
2023 Q3	$7.84M	Buy	63,000 +60,800	+2,764%	+$8.39M	0.02%	733
2023 Q2	$299K	Hold	2,200	–	–	﹤0.01%	1356
2023 Q1	$195K	Buy	+2,200	New	+$174K	﹤0.01%	1491
2022 Q3	–	Sell	-4,500	Closed	-$242K	–	1417
2022 Q2	$242K	Buy	+4,500	New	+$276K	﹤0.01%	1266

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

Point72 Asset Management's BLDR Position: Q1 2026 in Review

Point72 Asset Management increased its Builders FirstSource (BLDR) stake by 99% in Q1 2026, buying an estimated $30.4M and bringing the position to 572,626 shares worth $47.1M. The position accounts for 0.06% of the portfolio, ranked #401.

Point72 Asset Management first reported a position in BLDR in Q2 2016 and has held it in 23 quarters since. The position peaked at $84.8M in Q4 2023. 719 funds tracked by Wall St. Rank hold BLDR as of Q1 2026.

Point72 Asset Management held 572,626 shares of Builders FirstSource worth $47.1M as of Q1 2026.
Point72 Asset Management bought 284,739 Builders FirstSource shares in Q1 2026, an estimated $30.4M.
Builders FirstSource made up 0.06% of Point72 Asset Management's portfolio in Q1 2026, its #401 holding.
Point72 Asset Management first reported a position in Builders FirstSource in Q2 2016 and has held it in 23 quarters since.
Point72 Asset Management's Builders FirstSource position peaked at $84.8M in Q4 2023.
719 funds tracked by Wall St. Rank held Builders FirstSource as of Q1 2026.

Based on Point72 Asset Management's 13F filing for Q1 2026, filed 15 May 2026.