Seizert Capital Partners’s Builders FirstSource BLDR Stock Holding History

Seizert Capital Partners’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	$30.7M	Sell	343,172 -14,938	-4%	-$1.19M	1.27%	35
2026 Q1	$29.5M	Sell	358,110 -13,887	-4%	-$1.48M	1.36%	37
2025 Q4	$38.3M	Buy	371,997 +70,161	+23%	+$7.88M	1.62%	30
2025 Q3	$36.6M	Buy	301,836 +846	+0.3%	+$112K	1.59%	31
2025 Q2	$35.1M	Buy	300,990 +2,799	+0.9%	+$323K	1.54%	33
2025 Q1	$37.3M	Buy	298,191 +33,980	+13%	+$4.94M	1.71%	32
2024 Q4	$37.8M	Buy	264,211 +49,863	+23%	+$8.82M	1.71%	27
2024 Q3	$41.6M	Buy	214,348 +40,976	+24%	+$6.79M	1.88%	22
2024 Q2	$24M	Buy	+173,372	New	+$29.4M	1.19%	35
2020 Q3	–	Sell	-77,264	Closed	-$1.6M	–	194
2020 Q2	$1.6M	Sell	77,264 -12,830	-14%	-$232K	0.11%	83
2020 Q1	$1.1M	Buy	90,094 +26,186	+41%	+$592K	0.08%	101
2019 Q4	$1.62M	Buy	+63,908	New	+$1.53M	0.08%	101

Other funds holding BLDR

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

ACA

Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FRM

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Seizert Capital Partners's BLDR Position: Q2 2026 in Review

Seizert Capital Partners reduced its Builders FirstSource (BLDR) stake by 4.2% in Q2 2026, selling an estimated $1.19M and leaving 343,172 shares worth $30.7M. The position accounts for 1.27% of the portfolio, ranked #35.

Seizert Capital Partners first reported a position in BLDR in Q4 2019 and has held it in 12 quarters since. The position peaked at $41.6M in Q3 2024. 237 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

Seizert Capital Partners held 343,172 shares of Builders FirstSource worth $30.7M as of Q2 2026.
Seizert Capital Partners sold 14,938 Builders FirstSource shares in Q2 2026, an estimated $1.19M.
Builders FirstSource made up 1.27% of Seizert Capital Partners's portfolio in Q2 2026, its #35 holding.
Seizert Capital Partners first reported a position in Builders FirstSource in Q4 2019 and has held it in 12 quarters since.
Seizert Capital Partners's Builders FirstSource position peaked at $41.6M in Q3 2024.
237 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on Seizert Capital Partners's 13F filing for Q2 2026, filed 5 Aug 2026.