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Samlyn Capital’s Builders FirstSource BLDR Stock Holding History

Samlyn Capital’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 		$22.3M Sell
249,723
-261,640
-51% -$20.9M 0.36% 68
2026
Q1 		$42.1M Buy
511,363
+169,689
+50% +$18.1M 0.72% 44
2025
Q4 		$35.2M Buy
+341,674
New +$38.4M 0.56% 47
2024
Q4 		– Sell
-216,641
Closed -$42M – 96
2024
Q3 		$42M Sell
216,641
-57,913
-21% -$9.6M 0.64% 54
2024
Q2 		$38M Buy
274,554
+73,798
+37% +$12.5M 0.63% 45
2024
Q1 		$41.9M Sell
200,756
-120,029
-37% -$22.2M 0.7% 45
2023
Q4 		$53.6M Sell
320,785
-21,289
-6% -$2.83M 1.07% 32
2023
Q3 		$42.6M Sell
342,074
-131,647
-28% -$18.2M 0.7% 46
2023
Q2 		$64.4M Sell
473,721
-147,187
-24% -$16.4M 1.09% 38
2023
Q1 		$55.1M Sell
620,908
-358,748
-37% -$28.4M 1% 35
2022
Q4 		$63.6M Sell
979,656
-518,204
-35% -$32.4M 1.24% 27
2022
Q3 		$88.3M Sell
1,497,860
-535,167
-26% -$33.5M 1.64% 22
2022
Q2 		$109M Sell
2,033,027
-130,817
-6% -$8.02M 2.18% 13
2022
Q1 		$140M Sell
2,163,844
-696,807
-24% -$50.6M 2.01% 15
2021
Q4 		$245M Sell
2,860,651
-883,173
-24% -$59.8M 3.38% 5
2021
Q3 		$194M Buy
3,743,824
+20,839
+0.6% +$1.02M 2.59% 10
2021
Q2 		$159M Buy
3,722,985
+861,790
+30% +$40M 2.33% 12
2021
Q1 		$133M Buy
2,861,195
+690,919
+32% +$29.4M 1.83% 16
2020
Q4 		$88.6M Buy
2,170,276
+141,008
+7% +$4.99M 1.27% 27
2020
Q3 		$66.2M Buy
2,029,268
+901,646
+80% +$24.5M 1.19% 24
2020
Q2 		$23.3M Sell
1,127,622
-15,755
-1% -$285K 0.43% 67
2020
Q1 		$14M Buy
1,143,377
+452,555
+66% +$10.2M 0.35% 63
2019
Q4 		$17.6M Buy
+690,822
New +$16.5M 0.37% 66

Other funds holding BLDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Samlyn Capital's BLDR Position: Q2 2026 in Review

Samlyn Capital reduced its Builders FirstSource (BLDR) stake by 51% in Q2 2026, selling an estimated $20.9M and leaving 249,723 shares worth $22.3M. The position accounts for 0.36% of the portfolio, ranked #68.

Samlyn Capital first reported a position in BLDR in Q4 2019 and has held it in 23 quarters since. The position peaked at $245M in Q4 2021. 670 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

  • Samlyn Capital held 249,723 shares of Builders FirstSource worth $22.3M as of Q2 2026.
  • Samlyn Capital sold 261,640 Builders FirstSource shares in Q2 2026, an estimated $20.9M.
  • Builders FirstSource made up 0.36% of Samlyn Capital's portfolio in Q2 2026, its #68 holding.
  • Samlyn Capital first reported a position in Builders FirstSource in Q4 2019 and has held it in 23 quarters since.
  • Samlyn Capital's Builders FirstSource position peaked at $245M in Q4 2021.
  • 670 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on Samlyn Capital's 13F filing for Q2 2026, filed 14 Aug 2026.