Smith Anglin Financial’s Builders FirstSource BLDR Stock Holding History

Smith Anglin Financial’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
2025 Q2	$347K	Buy	2,971 +3	+0.1%	+$346	0.03%	150
2025 Q1	$371K	Sell	2,968 -1	-0%	-$145	0.04%	144
2024 Q4	$424K	Buy	2,969 +1	+0%	+$177	0.04%	128
2024 Q3	$575K	Hold	2,968	–	–	0.06%	107
2024 Q2	$411K	Sell	2,968 -83	-3%	-$14.1K	0.04%	121
2024 Q1	$636K	Buy	3,051 +33	+1%	+$6.1K	0.07%	96
2023 Q4	$504K	Hold	3,018	–	–	0.06%	103
2023 Q3	$376K	Hold	3,018	–	–	0.05%	118
2023 Q2	$410K	Buy	3,018 +50	+2%	+$5.56K	0.05%	109
2023 Q1	$263K	Buy	+2,968	New	+$235K	0.04%	135
2022 Q1	–	Sell	-2,968	Closed	-$254K	–	141
2021 Q4	$254K	Buy	+2,968	New	+$201K	0.04%	130

Other funds holding BLDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Smith Anglin Financial's BLDR Position: Q2 2025 in Review

Smith Anglin Financial increased its Builders FirstSource (BLDR) stake by 0.1% in Q2 2025, buying an estimated $346 and bringing the position to 2,971 shares worth $347K. The position accounts for 0.03% of the portfolio, ranked #150.

Smith Anglin Financial first reported a position in BLDR in Q4 2021 and has held it in 11 quarters since. The position peaked at $636K in Q1 2024. 773 funds tracked by Wall St. Rank hold BLDR as of Q2 2025.

Smith Anglin Financial held 2,971 shares of Builders FirstSource worth $347K as of Q2 2025.
Smith Anglin Financial bought 3 Builders FirstSource shares in Q2 2025, an estimated $346.
Builders FirstSource made up 0.03% of Smith Anglin Financial's portfolio in Q2 2025, its #150 holding.
Smith Anglin Financial first reported a position in Builders FirstSource in Q4 2021 and has held it in 11 quarters since.
Smith Anglin Financial's Builders FirstSource position peaked at $636K in Q1 2024.
773 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.