Raging Capital Management’s Builders FirstSource BLDR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-369,240	Closed	-$4.52M	–	17
2020 Q1	$4.52M	Sell	369,240 -284,095	-43%	-$6.42M	3.86%	10
2019 Q4	$16.6M	Sell	653,335 -339,160	-34%	-$8.1M	3.09%	17
2019 Q3	$20.4M	Sell	992,495 -749,792	-43%	-$14M	3.45%	11
2019 Q2	$29.4M	Sell	1,742,287 -1,633,024	-48%	-$24.4M	5.04%	8
2019 Q1	$45M	Sell	3,375,311 -515,577	-13%	-$6.78M	6.73%	3
2018 Q4	$42.5M	Buy	3,890,888 +777,951	+25%	+$9.77M	6.84%	4
2018 Q3	$45.7M	Buy	3,112,937 +1,643,836	+112%	+$27.8M	8.77%	4
2018 Q2	$26.9M	Buy	1,469,101 +428,931	+41%	+$8.2M	4.39%	9
2018 Q1	$20.6M	Sell	1,040,170 -533,088	-34%	-$11.3M	3.01%	16
2017 Q4	$34.3M	Sell	1,573,258 -1,106,742	-41%	-$21M	6.22%	5
2017 Q3	$48.2M	Buy	2,680,000 +81,069	+3%	+$1.31M	9.44%	2
2017 Q2	$39.8M	Sell	2,598,931 -1,249,069	-32%	-$18.7M	8.77%	2
2017 Q1	$57.3M	Sell	3,848,000 -1,990,937	-34%	-$25.7M	9.09%	3
2016 Q4	$64.1M	Sell	5,838,937 -1,234,813	-17%	-$13.4M	10.73%	5
2016 Q3	$81.4M	Buy	7,073,750 +1,184,301	+20%	+$14.9M	13.98%	1
2016 Q2	$66.3M	Buy	5,889,449 +139,953	+2%	+$1.62M	11.51%	1
2016 Q1	$64.8M	Buy	5,749,496 +3,180,017	+124%	+$27.5M	11.3%	2
2015 Q4	$28.5M	Buy	2,569,479 +1,504,529	+141%	+$19.1M	5.12%	6
2015 Q3	$13.5M	Sell	1,064,950 -691,643	-39%	-$9.82M	2.06%	21
2015 Q2	$22.6M	Buy	+1,756,593	New	+$21.4M	3.59%	14