Tabor Asset Management’s Builders FirstSource BLDR Stock Holding History

Tabor Asset Management’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 Q1	$1.59M	Buy	+19,348	New	+$2.07M	0.64%	39
2025 Q4	–	Sell	-13,526	Closed	-$1.64M	–	35
2025 Q3	$1.64M	Buy	13,526 +1,382	+11%	+$183K	0.99%	33
2025 Q2	$1.42M	Buy	12,144 +5,853	+93%	+$675K	0.97%	35
2025 Q1	$786K	Sell	6,291 -7,239	-54%	-$1.05M	0.63%	35
2024 Q4	$1.93M	Sell	13,530 -17,344	-56%	-$3.07M	0.92%	34
2024 Q3	$5.99M	Buy	30,874 +11,185	+57%	+$1.85M	2.88%	13
2024 Q2	$3.3M	Sell	19,689 -19,643	-50%	-$3.33M	1.76%	21
2024 Q1	$8.2M	Sell	39,332 -5,188	-12%	-$959K	3.42%	12
2023 Q4	$7.43M	Buy	44,520 +3,530	+9%	+$469K	3.48%	8
2023 Q3	$5.1M	Buy	40,990 +17,477	+74%	+$2.41M	2.68%	14
2023 Q2	$3.2M	Buy	+23,513	New	+$2.61M	1.74%	22

Other funds holding BLDR

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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

Tabor Asset Management's BLDR Position: Q1 2026 in Review

Tabor Asset Management opened a new position in Builders FirstSource (BLDR) in Q1 2026: 19,348 shares worth $1.59M. The stake represents 0.64% of the portfolio and ranks #39 among its holdings. This is a return to the name: Tabor Asset Management previously reported a position in BLDR as recently as Q3 2025.

Tabor Asset Management first reported a position in BLDR in Q2 2023 and has held it in 11 quarters since. The position peaked at $8.2M in Q1 2024. 721 funds tracked by Wall St. Rank hold BLDR as of Q1 2026.

Tabor Asset Management held 19,348 shares of Builders FirstSource worth $1.59M as of Q1 2026.
Builders FirstSource was a new Tabor Asset Management position in Q1 2026.
Builders FirstSource made up 0.64% of Tabor Asset Management's portfolio in Q1 2026, its #39 holding.
Tabor Asset Management first reported a position in Builders FirstSource in Q2 2023 and has held it in 11 quarters since.
Tabor Asset Management's Builders FirstSource position peaked at $8.2M in Q1 2024.
721 funds tracked by Wall St. Rank held Builders FirstSource as of Q1 2026.

Based on Tabor Asset Management's 13F filing for Q1 2026, filed 15 May 2026.