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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Samlyn Capital's BLDR Position: Q1 2026 in Review

Samlyn Capital increased its Builders FirstSource (BLDR) stake by 50% in Q1 2026, buying an estimated $18.1M and bringing the position to 511,363 shares worth $42.1M. The position accounts for 0.72% of the portfolio, ranked #44.

Samlyn Capital first reported a position in BLDR in Q4 2019 and has held it in 22 quarters since. The position peaked at $245M in Q4 2021. 719 funds tracked by Wall St. Rank hold BLDR as of Q1 2026.

  • Samlyn Capital held 511,363 shares of Builders FirstSource worth $42.1M as of Q1 2026.
  • Samlyn Capital bought 169,689 Builders FirstSource shares in Q1 2026, an estimated $18.1M.
  • Builders FirstSource made up 0.72% of Samlyn Capital's portfolio in Q1 2026, its #44 holding.
  • Samlyn Capital first reported a position in Builders FirstSource in Q4 2019 and has held it in 22 quarters since.
  • Samlyn Capital's Builders FirstSource position peaked at $245M in Q4 2021.
  • 719 funds tracked by Wall St. Rank held Builders FirstSource as of Q1 2026.

Based on Samlyn Capital's 13F filing for Q1 2026, filed 15 May 2026.