Spitfire Capital’s Builders FirstSource BLDR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-40,549
Closed -$442K 17
2018
Q4
$442K Sell
40,549
-701,745
-95% -$7.65M 0.5% 16
2018
Q3
$10.9M Hold
742,294
5.66% 6
2018
Q2
$13.6M Hold
742,294
6.53% 4
2018
Q1
$14.7M Sell
742,294
-71,200
-9% -$1.41M 6.94% 3
2017
Q4
$17.7M Sell
813,494
-192,628
-19% -$4.2M 7.84% 3
2017
Q3
$18.1M Sell
1,006,122
-74,657
-7% -$1.34M 7.55% 4
2017
Q2
$16.6M Buy
1,080,779
+105,000
+11% +$1.61M 7.7% 3
2017
Q1
$14.5M Sell
975,779
-39,494
-4% -$588K 7.12% 3
2016
Q4
$11.1M Buy
1,015,273
+95,500
+10% +$1.05M 5.04% 8
2016
Q3
$10.6M Hold
919,773
4.71% 7
2016
Q2
$10.3M Buy
919,773
+393,832
+75% +$4.43M 4.82% 8
2016
Q1
$5.93M Buy
+525,941
New +$5.93M 2.74% 20