Stadium Capital 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 | $13.1M | Hold |
158,894
| – | – | 32.22% | 1 |
|
|
2025
Q4 | $16.3M | Sell |
158,894
-23,898
| -13% | -$2.69M | 18.93% | 4 |
|
|
2025
Q3 | $22.2M | Sell |
182,792
-134,800
| -42% | -$17.9M | 23.69% | 1 |
|
|
2025
Q2 | $37.1M | Buy |
317,592
+90,101
| +40% | +$10.4M | 34.12% | 1 |
|
|
2025
Q1 | $28.4M | Buy |
227,491
+34,533
| +18% | +$5.02M | 26.04% | 1 |
|
|
2024
Q4 | $27.6M | Hold |
192,958
| – | – | 23.38% | 2 |
|
|
2024
Q3 | $37.4M | Sell |
192,958
-28,300
| -13% | -$4.69M | 28.14% | 1 |
|
|
2024
Q2 | $30.6M | Buy |
221,258
+66,241
| +43% | +$11.2M | 33.72% | 1 |
|
|
2024
Q1 | $32.3M | Hold |
155,017
| – | – | 25.66% | 1 |
|
|
2023
Q4 | $25.9M | Buy |
155,017
+53,800
| +53% | +$7.15M | 21.69% | 2 |
|
|
2023
Q3 | $12.6M | Sell |
101,217
-15,958
| -14% | -$2.2M | 10.42% | 4 |
|
|
2023
Q2 | $15.9M | Sell |
117,175
-269,965
| -70% | -$30M | 13.45% | 4 |
|
|
2023
Q1 | $34.4M | Sell |
387,140
-45,600
| -11% | -$3.61M | 23.33% | 2 |
|
|
2022
Q4 | $28.1M | Hold |
432,740
| – | – | 19.07% | 3 |
|
|
2022
Q3 | $25.5M | Sell |
432,740
-260,371
| -38% | -$16.3M | 15.14% | 4 |
|
|
2022
Q2 | $37.2M | Buy |
693,111
+235,139
| +51% | +$14.4M | 20.23% | 2 |
|
|
2022
Q1 | $29.6M | Buy |
457,972
+55,000
| +14% | +$3.99M | 14% | 5 |
|
|
2021
Q4 | $34.5M | Hold |
402,972
| – | – | 12.98% | 4 |
|
|
2021
Q3 | $20.9M | Buy |
402,972
+139,972
| +53% | +$6.84M | 9.11% | 5 |
|
|
2021
Q2 | $11.2M | Buy |
+263,000
| New | +$12.2M | 5.42% | 5 |
|
|
2020
Q4 | – | Sell |
-843,470
| Closed | -$27.5M | – | 10 |
|
|
2020
Q3 | $27.5M | Sell |
843,470
-2,505,589
| -75% | -$68M | 13.03% | 3 |
|
|
2020
Q2 | $69.3M | Buy |
3,349,059
+365,373
| +12% | +$6.6M | 27.79% | 1 |
|
|
2020
Q1 | $36.5M | Buy |
2,983,686
+2,607,253
| +693% | +$58.9M | 20.67% | 2 |
|
|
2019
Q4 | $9.56M | Sell |
376,433
-3,475,220
| -90% | -$83M | 12.92% | 4 |
|
|
2019
Q3 | $79.2M | Sell |
3,851,653
-1,760,670
| -31% | -$32.8M | 47.67% | 1 |
|
|
2019
Q2 | $94.6M | Hold |
5,612,323
| – | – | 43.68% | 1 |
|
|
2019
Q1 | $74.9M | Hold |
5,612,323
| – | – | 39.78% | 1 |
|
|
2018
Q4 | $61.2M | Buy |
5,612,323
+934,599
| +20% | +$11.7M | 25.35% | 1 |
|
|
2018
Q3 | $68.7M | Buy |
4,677,724
+1,301,269
| +39% | +$22M | 26.38% | 2 |
|
|
2018
Q2 | $61.8M | Buy |
3,376,455
+298,924
| +10% | +$5.71M | 25.02% | 2 |
|
|
2018
Q1 | $61.1M | Buy |
3,077,531
+286,184
| +10% | +$6.06M | 27.38% | 1 |
|
|
2017
Q4 | $60.8M | Sell |
2,791,347
-3,585,943
| -56% | -$68M | 32.99% | 1 |
|
|
2017
Q3 | $115M | Sell |
6,377,290
-645,151
| -9% | -$10.4M | 47.27% | 1 |
|
|
2017
Q2 | $108M | Sell |
7,022,441
-318,857
| -4% | -$4.76M | 46.18% | 1 |
|
|
2017
Q1 | $109M | Sell |
7,341,298
-1,236,301
| -14% | -$16M | 43.6% | 1 |
|
|
2016
Q4 | $94.1M | Hold |
8,577,599
| – | – | 32.71% | 1 |
|
|
2016
Q3 | $98.7M | Hold |
8,577,599
| – | – | 31.94% | 1 |
|
|
2016
Q2 | $96.5M | Hold |
8,577,599
| – | – | 31.21% | 2 |
|
|
2016
Q1 | $96.7M | Buy |
8,577,599
+3,733,665
| +77% | +$32.3M | 29.33% | 2 |
|
|
2015
Q4 | $53.7M | Buy |
4,843,934
+1,247,453
| +35% | +$15.9M | 20.38% | 2 |
|
|
2015
Q3 | $45.6M | Sell |
3,596,481
-4,270,076
| -54% | -$60.7M | 16.71% | 3 |
|
|
2015
Q2 | $101M | Sell |
7,866,557
-4,529,458
| -37% | -$55.3M | 29.71% | 1 |
|
|
2015
Q1 | $82.7M | Hold |
12,396,015
| – | – | 21.61% | 2 |
|
|
2014
Q4 | $85.2M | Hold |
12,396,015
| – | – | 21.36% | 1 |
|
|
2014
Q3 | $67.6M | Hold |
12,396,015
| – | – | 21.43% | 1 |
|
|
2014
Q2 | $92.7M | Sell |
12,396,015
-15,400
| -0.1% | -$120K | 24.75% | 1 |
|
|
2014
Q1 | $113M | Sell |
12,411,415
-741,436
| -6% | -$6.02M | 32.13% | 1 |
|
|
2013
Q4 | $93.8M | Sell |
13,152,851
-367,882
| -3% | -$2.5M | 26.3% | 1 |
|
|
2013
Q3 | $79.5M | Hold |
13,520,733
| – | – | 20.88% | 2 |
|
|
2013
Q2 | $80.9M | Buy |
+13,520,733
| New | +$84.6M | 20.35% | 1 |
|
Other funds holding BLDR
VCM
VPM
Stadium Capital Management's BLDR Position: Q1 2026 in Review
Stadium Capital Management held its Builders FirstSource (BLDR) position steady in Q1 2026 at 158,894 shares worth $13.1M. The position accounts for 32.22% of the portfolio, ranked #1.
Stadium Capital Management first reported a position in BLDR in Q2 2013 and has held it in 50 quarters since. The position peaked at $115M in Q3 2017. 719 funds tracked by Wall St. Rank hold BLDR as of Q1 2026.
- Stadium Capital Management held 158,894 shares of Builders FirstSource worth $13.1M as of Q1 2026.
- Stadium Capital Management left its Builders FirstSource share count unchanged in Q1 2026.
- Builders FirstSource made up 32.22% of Stadium Capital Management's portfolio in Q1 2026, its #1 holding.
- Stadium Capital Management first reported a position in Builders FirstSource in Q2 2013 and has held it in 50 quarters since.
- Stadium Capital Management's Builders FirstSource position peaked at $115M in Q3 2017.
- 719 funds tracked by Wall St. Rank held Builders FirstSource as of Q1 2026.
Based on Stadium Capital Management's 13F filing for Q1 2026, filed 15 May 2026.