Thames Capital Management’s Builders FirstSource BLDR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-37,066	Closed	-$7.19M	–	41
2024 Q3	$7.19M	Buy	37,066 +35,126	+1,811%	+$6.81M	2.24%	22
2024 Q2	$269K	Sell	1,940 -13,464	-87%	-$1.86M	0.11%	25
2024 Q1	$3.21M	Buy	15,404 +4,692	+44%	+$979K	1.34%	22
2023 Q4	$1.79M	Buy	+10,712	New	+$1.79M	0.92%	22