Sands Capital Management’s Builders FirstSource BLDR Stock Holding History

Sands 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	$204M	Sell	2,283,236 -337,849	-13%	-$27M	0.76%	39
2026 Q1	$216M	Sell	2,621,085 -136,884	-5%	-$14.6M	0.85%	30
2025 Q4	$284M	Buy	2,757,969 +327,067	+13%	+$36.8M	0.86%	31
2025 Q3	$295M	Buy	2,430,902 +1,414,129	+139%	+$188M	0.81%	33
2025 Q2	$119M	Sell	1,016,773 -34,771	-3%	-$4.01M	0.34%	47
2025 Q1	$131M	Buy	+1,051,544	New	+$153M	0.45%	41

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

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

Sands Capital Management reduced its Builders FirstSource (BLDR) stake by 13% in Q2 2026, selling an estimated $27M and leaving 2,283,236 shares worth $204M. The position accounts for 0.76% of the portfolio, ranked #39.

Sands Capital Management first reported a position in BLDR in Q1 2025 and has held it in 6 quarters since. The position peaked at $295M in Q3 2025. 670 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

Sands Capital Management held 2,283,236 shares of Builders FirstSource worth $204M as of Q2 2026.
Sands Capital Management sold 337,849 Builders FirstSource shares in Q2 2026, an estimated $27M.
Builders FirstSource made up 0.76% of Sands Capital Management's portfolio in Q2 2026, its #39 holding.
Sands Capital Management first reported a position in Builders FirstSource in Q1 2025 and has held it in 6 quarters since.
Sands Capital Management's Builders FirstSource position peaked at $295M in Q3 2025.
670 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

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