Schwartz Investment Counsel’s Builders FirstSource BLDR Stock Holding History

Schwartz Investment Counsel’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	$8.78M	Sell	98,135 -45,465	-32%	-$3.63M	0.29%	69
2026 Q1	$11.8M	Buy	143,600 +47,800	+50%	+$5.1M	0.42%	62
2025 Q4	$9.86M	Buy	95,800 +14,000	+17%	+$1.57M	0.34%	67
2025 Q3	$9.92M	Buy	81,800 +14,400	+21%	+$1.91M	0.33%	70
2025 Q2	$7.86M	Buy	67,400 +65,000	+2,708%	+$7.5M	0.26%	73
2025 Q1	$300K	Hold	2,400	–	–	0.01%	117
2024 Q4	$343K	Hold	2,400	–	–	0.01%	118
2024 Q3	$465K	Hold	2,400	–	–	0.02%	114
2024 Q2	$332K	Hold	2,400	–	–	0.01%	123
2024 Q1	$501K	Hold	2,400	–	–	0.02%	122
2023 Q4	$401K	Hold	2,400	–	–	0.02%	123
2023 Q3	$299K	Sell	2,400 -600	-20%	-$82.8K	0.01%	130
2023 Q2	$408K	Hold	3,000	–	–	0.02%	122
2023 Q1	$266K	Buy	+3,000	New	+$238K	0.01%	136

Other funds holding BLDR

FRM

Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

IHL

Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MCM

Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return

WIA

Westbourne Investment Advisors Annapolis, Maryland $363M AUM 19.48% 1-Year Est. Return

HVP

Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return

AWG

Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return

Schwartz Investment Counsel's BLDR Position: Q2 2026 in Review

Schwartz Investment Counsel reduced its Builders FirstSource (BLDR) stake by 32% in Q2 2026, selling an estimated $3.63M and leaving 98,135 shares worth $8.78M. The position accounts for 0.29% of the portfolio, ranked #69.

Schwartz Investment Counsel first reported a position in BLDR in Q1 2023 and has held it in 14 quarters since. The position peaked at $11.8M in Q1 2026. 155 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

Schwartz Investment Counsel held 98,135 shares of Builders FirstSource worth $8.78M as of Q2 2026.
Schwartz Investment Counsel sold 45,465 Builders FirstSource shares in Q2 2026, an estimated $3.63M.
Builders FirstSource made up 0.29% of Schwartz Investment Counsel's portfolio in Q2 2026, its #69 holding.
Schwartz Investment Counsel first reported a position in Builders FirstSource in Q1 2023 and has held it in 14 quarters since.
Schwartz Investment Counsel's Builders FirstSource position peaked at $11.8M in Q1 2026.
155 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on Schwartz Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.