Railway Pension Investments’s Builders FirstSource BLDR Stock Holding History

Railway Pension Investments’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
2025 Q2	–	Sell	-84,300	Closed	-$10.5M	–	213
2025 Q1	$10.5M	Hold	84,300	–	–	0.15%	145
2024 Q4	$12M	Buy	84,300 +51,800	+159%	+$9.17M	0.16%	140
2024 Q3	$6.3M	Hold	32,500	–	–	0.08%	169
2024 Q2	$4.5M	Sell	32,500 -92,500	-74%	-$15.7M	0.05%	180
2024 Q1	$26.1M	Hold	125,000	–	–	0.25%	116
2023 Q4	$20.9M	Buy	125,000 +23,900	+24%	+$3.18M	0.22%	123
2023 Q3	$12.6M	Buy	101,100 +52,100	+106%	+$7.19M	0.14%	147
2023 Q2	$6.66M	Buy	+49,000	New	+$5.45M	0.07%	177

Other funds holding BLDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Railway Pension Investments's BLDR Position: Q2 2025 in Review

Railway Pension Investments sold out of Builders FirstSource (BLDR) in Q2 2025, closing a stake of 84,300 shares — an estimated $10.5M sold.

Railway Pension Investments first reported a position in BLDR in Q2 2023 and held it in 8 quarters. The position peaked at $26.1M in Q1 2024. 773 funds tracked by Wall St. Rank hold BLDR as of Q2 2025.

Railway Pension Investments reported no remaining Builders FirstSource position as of Q2 2025 after selling out during the quarter.
Railway Pension Investments sold 84,300 Builders FirstSource shares in Q2 2025, an estimated $10.5M.
Railway Pension Investments first reported a position in Builders FirstSource in Q2 2023 and held it in 8 quarters.
Railway Pension Investments's Builders FirstSource position peaked at $26.1M in Q1 2024.
773 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2025.

Based on Railway Pension Investments's 13F filing for Q2 2025, filed 13 Aug 2025.