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Thompson Davis & Co’s Builders FirstSource BLDR Stock Holding History

Thompson Davis & Co’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
Q2 		$380K Buy
+4,250
New +$339K 0.23% 86
2015
Q4 		– Sell
-30,803
Closed -$391K – 1132
2015
Q3 		$391K Buy
30,803
+10,700
+53% +$152K 0.55% 38
2015
Q2 		$258K Buy
+20,103
New +$245K 0.3% 76

Other funds holding BLDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Thompson Davis & Co's BLDR Position: Q2 2026 in Review

Thompson Davis & Co opened a new position in Builders FirstSource (BLDR) in Q2 2026: 4,250 shares worth $380K. The stake represents 0.23% of the portfolio and ranks #86 among its holdings. This is a return to the name: Thompson Davis & Co previously reported a position in BLDR as recently as Q3 2015.

Thompson Davis & Co first reported a position in BLDR in Q2 2015 and has held it in 3 quarters since. The position peaked at $391K in Q3 2015. 671 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

  • Thompson Davis & Co held 4,250 shares of Builders FirstSource worth $380K as of Q2 2026.
  • Builders FirstSource was a new Thompson Davis & Co position in Q2 2026.
  • Builders FirstSource made up 0.23% of Thompson Davis & Co's portfolio in Q2 2026, its #86 holding.
  • Thompson Davis & Co first reported a position in Builders FirstSource in Q2 2015 and has held it in 3 quarters since.
  • Thompson Davis & Co's Builders FirstSource position peaked at $391K in Q3 2015.
  • 671 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on Thompson Davis & Co's 13F filing for Q2 2026, filed 29 Jul 2026.