Qsemble Capital Management’s Builders FirstSource BLDR Stock Holding History

Qsemble Capital 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	–	Sell	-30,663	Closed	-$3.15M	–	452
2025 Q4	$3.15M	Buy	30,663 +9,394	+44%	+$1.06M	0.26%	132
2025 Q3	$2.58M	Buy	+21,269	New	+$2.82M	0.25%	126
2025 Q1	–	Sell	-18,460	Closed	-$2.64M	–	440
2024 Q4	$2.64M	Buy	+18,460	New	+$3.27M	0.35%	105
2024 Q3	–	Sell	-16,465	Closed	-$2.28M	–	392
2024 Q2	$2.28M	Buy	16,465 +15,330	+1,351%	+$2.6M	0.43%	69
2024 Q1	$237K	Buy	+1,135	New	+$210K	0.05%	375
2023 Q4	–	Sell	-12,000	Closed	-$1.49M	–	363
2023 Q3	$1.49M	Buy	12,000 +5,100	+74%	+$704K	0.28%	125
2023 Q2	$938K	Buy	+6,900	New	+$767K	0.67%	59
2023 Q1	–	Sell	-6,200	Closed	-$402K	–	245
2022 Q4	$402K	Buy	+6,200	New	+$387K	0.28%	128

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

Qsemble Capital Management's BLDR Position: Q1 2026 in Review

Qsemble Capital Management sold out of Builders FirstSource (BLDR) in Q1 2026, closing a stake of 30,663 shares — an estimated $3.15M sold.

Qsemble Capital Management first reported a position in BLDR in Q4 2022 and held it in 8 quarters. The position peaked at $3.15M in Q4 2025. 719 funds tracked by Wall St. Rank hold BLDR as of Q1 2026.

Qsemble Capital Management reported no remaining Builders FirstSource position as of Q1 2026 after selling out during the quarter.
Qsemble Capital Management sold 30,663 Builders FirstSource shares in Q1 2026, an estimated $3.15M.
Qsemble Capital Management first reported a position in Builders FirstSource in Q4 2022 and held it in 8 quarters.
Qsemble Capital Management's Builders FirstSource position peaked at $3.15M in Q4 2025.
719 funds tracked by Wall St. Rank held Builders FirstSource as of Q1 2026.

Based on Qsemble Capital Management's 13F filing for Q1 2026, filed 7 May 2026.