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 Q2	$2.42M	Buy	+26,999	New	+$2.16M	0.31%	119
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 $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

Qsemble Capital Management's BLDR Position: Q2 2026 in Review

Qsemble Capital Management opened a new position in Builders FirstSource (BLDR) in Q2 2026: 26,999 shares worth $2.42M. The stake represents 0.31% of the portfolio and ranks #119 among its holdings. This is a return to the name: Qsemble Capital Management previously reported a position in BLDR as recently as Q4 2025.

Qsemble Capital Management first reported a position in BLDR in Q4 2022 and has held it in 9 quarters since. The position peaked at $3.15M in Q4 2025. 671 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

Qsemble Capital Management held 26,999 shares of Builders FirstSource worth $2.42M as of Q2 2026.
Builders FirstSource was a new Qsemble Capital Management position in Q2 2026.
Builders FirstSource made up 0.31% of Qsemble Capital Management's portfolio in Q2 2026, its #119 holding.
Qsemble Capital Management first reported a position in Builders FirstSource in Q4 2022 and has held it in 9 quarters since.
Qsemble Capital Management's Builders FirstSource position peaked at $3.15M in Q4 2025.
671 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on Qsemble Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.