Soapstone Management’s Builders FirstSource BLDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.23M | Hold |
15,000
| – | – | 0.88% | 12 |
|
|
2025
Q4 | $1.54M | Hold |
15,000
| – | – | 1.14% | 12 |
|
|
2025
Q3 | $1.82M | Hold |
15,000
| – | – | 1.23% | 12 |
|
|
2025
Q2 | $1.75M | Hold |
15,000
| – | – | 1.16% | 13 |
|
|
2025
Q1 | $1.87M | Hold |
15,000
| – | – | 1.46% | 13 |
|
|
2024
Q4 | $2.14M | Sell |
15,000
-12,500
| -45% | -$2.21M | 2.01% | 13 |
|
|
2024
Q3 | $5.33M | Sell |
27,500
-22,500
| -45% | -$3.73M | 4.43% | 10 |
|
|
2024
Q2 | $6.92M | Hold |
50,000
| – | – | 4.62% | 11 |
|
|
2024
Q1 | $10.4M | Hold |
50,000
| – | – | 5.82% | 9 |
|
|
2023
Q4 | $8.35M | Sell |
50,000
-10,000
| -17% | -$1.33M | 4.57% | 12 |
|
|
2023
Q3 | $7.47M | Sell |
60,000
-2,500
| -4% | -$345K | 3.45% | 14 |
|
|
2023
Q2 | $8.5M | Sell |
62,500
-197,500
| -76% | -$22M | 3.8% | 13 |
|
|
2023
Q1 | $23.1M | Sell |
260,000
-35,000
| -12% | -$2.77M | 10.31% | 2 |
|
|
2022
Q4 | $19.1M | Sell |
295,000
-105,000
| -26% | -$6.56M | 8.07% | 3 |
|
|
2022
Q3 | $23.6M | Sell |
400,000
-57,500
| -13% | -$3.6M | 9.2% | 3 |
|
|
2022
Q2 | $24.6M | Buy |
457,500
+7,500
| +2% | +$460K | 10.41% | 1 |
|
|
2022
Q1 | $29M | Hold |
450,000
| – | – | 13.28% | 1 |
|
|
2021
Q4 | $38.6M | Sell |
450,000
-420,300
| -48% | -$28.5M | 17.73% | 1 |
|
|
2021
Q3 | $45M | Sell |
870,300
-54,700
| -6% | -$2.67M | 18.92% | 1 |
|
|
2021
Q2 | $39.5M | Buy |
925,000
+250,000
| +37% | +$11.6M | 15.83% | 1 |
|
|
2021
Q1 | $31.3M | Hold |
675,000
| – | – | 13.92% | 1 |
|
|
2020
Q4 | $27.5M | Sell |
675,000
-325,000
| -33% | -$11.5M | 11.86% | 2 |
|
|
2020
Q3 | $32.6M | Sell |
1,000,000
-1,000,000
| -50% | -$27.1M | 16.02% | 1 |
|
|
2020
Q2 | $41.4M | Buy |
2,000,000
+150,000
| +8% | +$2.71M | 23.86% | 1 |
|
|
2020
Q1 | $22.6M | Buy |
1,850,000
+325,000
| +21% | +$7.34M | 19.5% | 1 |
|
|
2019
Q4 | $38.8M | Sell |
1,525,000
-925,000
| -38% | -$22.1M | 24.63% | 1 |
|
|
2019
Q3 | $50.4M | Hold |
2,450,000
| – | – | 27.46% | 1 |
|
|
2019
Q2 | $41.3M | Buy |
2,450,000
+28,870
| +1% | +$432K | 22.45% | 1 |
|
|
2019
Q1 | $32.3M | Buy |
2,421,130
+421,130
| +21% | +$5.53M | 15.76% | 1 |
|
|
2018
Q4 | $21.8M | Buy |
2,000,000
+125,000
| +7% | +$1.57M | 13.12% | 2 |
|
|
2018
Q3 | $27.5M | Buy |
1,875,000
+200,000
| +12% | +$3.39M | 14.73% | 2 |
|
|
2018
Q2 | $30.6M | Buy |
1,675,000
+394,394
| +31% | +$7.54M | 15.7% | 2 |
|
|
2018
Q1 | $25.4M | Buy |
1,280,606
+215,650
| +20% | +$4.57M | 15.26% | 1 |
|
|
2017
Q4 | $23.2M | Buy |
+1,064,956
| New | +$20.2M | 16.33% | 2 |
|
Other funds holding BLDR
VCM
VPM
Soapstone Management's BLDR Position: Q1 2026 in Review
Soapstone Management held its Builders FirstSource (BLDR) position steady in Q1 2026 at 15,000 shares worth $1.23M. The position accounts for 0.88% of the portfolio, ranked #12.
Soapstone Management first reported a position in BLDR in Q4 2017 and has held it in 34 quarters since. The position peaked at $50.4M in Q3 2019. 719 funds tracked by Wall St. Rank hold BLDR as of Q1 2026.
- Soapstone Management held 15,000 shares of Builders FirstSource worth $1.23M as of Q1 2026.
- Soapstone Management left its Builders FirstSource share count unchanged in Q1 2026.
- Builders FirstSource made up 0.88% of Soapstone Management's portfolio in Q1 2026, its #12 holding.
- Soapstone Management first reported a position in Builders FirstSource in Q4 2017 and has held it in 34 quarters since.
- Soapstone Management's Builders FirstSource position peaked at $50.4M in Q3 2019.
- 719 funds tracked by Wall St. Rank held Builders FirstSource as of Q1 2026.
Based on Soapstone Management's 13F filing for Q1 2026, filed 15 May 2026.