Polar Capital Holdings’s Builders FirstSource BLDR Stock Holding History

Polar Capital Holdings’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	$4.76M	Sell	53,169 -11,540	-18%	-$922K	0.01%	219
2026 Q1	$5.33M	Sell	64,709 -7,809	-11%	-$834K	0.02%	215
2025 Q4	$7.46M	Sell	72,518 -570	-0.8%	-$64.1K	0.03%	212
2025 Q3	$8.86M	Buy	73,088 +2,250	+3%	+$298K	0.04%	202
2025 Q2	$8.27M	Buy	70,838 +18,150	+34%	+$2.09M	0.04%	207
2025 Q1	$6.58M	Hold	52,688	–	–	0.04%	214
2024 Q4	$7.53M	Buy	+52,688	New	+$9.32M	0.04%	224

Other funds holding BLDR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Polar Capital Holdings's BLDR Position: Q2 2026 in Review

Polar Capital Holdings reduced its Builders FirstSource (BLDR) stake by 18% in Q2 2026, selling an estimated $922K and leaving 53,169 shares worth $4.76M. The position accounts for 0.01% of the portfolio, ranked #219.

Polar Capital Holdings first reported a position in BLDR in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.86M in Q3 2025. 671 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

Polar Capital Holdings held 53,169 shares of Builders FirstSource worth $4.76M as of Q2 2026.
Polar Capital Holdings sold 11,540 Builders FirstSource shares in Q2 2026, an estimated $922K.
Builders FirstSource made up 0.01% of Polar Capital Holdings's portfolio in Q2 2026, its #219 holding.
Polar Capital Holdings first reported a position in Builders FirstSource in Q4 2024 and has held it in 7 quarters since.
Polar Capital Holdings's Builders FirstSource position peaked at $8.86M in Q3 2025.
671 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on Polar Capital Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.