Polianta Ltd’s Builders FirstSource BLDR Stock Holding History

Polianta 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	$2.05M	Buy	22,900 +6,200	+37%	+$495K	0.25%	22
2026 Q1	$1.37M	Buy	16,700 +3,000	+22%	+$320K	0.18%	69
2025 Q4	$1.41M	Buy	+13,700	New	+$1.54M	0.18%	61
2025 Q3	–	Sell	-9,600	Closed	-$1.12M	–	79
2025 Q2	$1.12M	Buy	+9,600	New	+$1.11M	0.48%	65
2025 Q1	–	Sell	-6,500	Closed	-$929K	–	76
2024 Q4	$929K	Hold	6,500	–	–	0.44%	68
2024 Q3	$1.26M	Hold	6,500	–	–	0.59%	22
2024 Q2	$899K	Buy	6,500 +1,300	+25%	+$221K	0.45%	69
2024 Q1	$1.08M	Sell	5,200 -1,600	-24%	-$296K	0.53%	63
2023 Q4	$1.14M	Sell	6,800 -400	-6%	-$53.2K	0.66%	17
2023 Q3	$896K	Sell	7,200 -1,300	-15%	-$179K	0.44%	67
2023 Q2	$1.16M	Sell	8,500 -5,000	-37%	-$556K	0.54%	22
2023 Q1	$1.2M	Buy	13,500 +1,700	+14%	+$135K	0.55%	27
2022 Q4	$765K	Hold	11,800	–	–	0.57%	26
2022 Q3	$695K	Sell	11,800 -200	-2%	-$12.5K	0.57%	18
2022 Q2	$644K	Buy	+12,000	New	+$736K	0.55%	29

Other funds holding BLDR

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

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

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

IHL

Investment House LLC Redondo Beach, California $2.21B AUM 39.6% 1-Year Est. Return

Polianta Ltd's BLDR Position: Q2 2026 in Review

Polianta Ltd increased its Builders FirstSource (BLDR) stake by 37% in Q2 2026, buying an estimated $495K and bringing the position to 22,900 shares worth $2.05M. The position accounts for 0.25% of the portfolio, ranked #22.

Polianta Ltd first reported a position in BLDR in Q2 2022 and has held it in 15 quarters since. 194 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

Polianta Ltd held 22,900 shares of Builders FirstSource worth $2.05M as of Q2 2026.
Polianta Ltd bought 6,200 Builders FirstSource shares in Q2 2026, an estimated $495K.
Builders FirstSource made up 0.25% of Polianta Ltd's portfolio in Q2 2026, its #22 holding.
Polianta Ltd first reported a position in Builders FirstSource in Q2 2022 and has held it in 15 quarters since.
194 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on Polianta Ltd's 13F filing for Q2 2026, filed 8 Jul 2026.