Timpani Capital Management’s Builders FirstSource BLDR Stock Holding History

Timpani Capital 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
2018 Q2	–	Sell	-78,746	Closed	-$1.56M	–	97
2018 Q1	$1.56M	Sell	78,746 -32,831	-29%	-$695K	0.55%	72
2017 Q4	$2.43M	Sell	111,577 -7,249	-6%	-$137K	0.87%	51
2017 Q3	$2.14M	Buy	+118,826	New	+$1.92M	0.78%	59
2014 Q3	–	Sell	-157,771	Closed	-$1.18M	–	87
2014 Q2	$1.18M	Buy	157,771 +25,029	+19%	+$195K	0.53%	66
2014 Q1	$1.21M	Buy	+132,742	New	+$1.08M	0.64%	60

Other funds holding BLDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

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

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

CTA

Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

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

SCM

Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Timpani Capital Management's BLDR Position: Q2 2018 in Review

Timpani Capital Management sold out of Builders FirstSource (BLDR) in Q2 2018, closing a stake of 78,746 shares — an estimated $1.56M sold.

Timpani Capital Management first reported a position in BLDR in Q1 2014 and held it in 5 quarters. The position peaked at $2.43M in Q4 2017. 231 funds tracked by Wall St. Rank hold BLDR as of Q2 2018.

Timpani Capital Management reported no remaining Builders FirstSource position as of Q2 2018 after selling out during the quarter.
Timpani Capital Management sold 78,746 Builders FirstSource shares in Q2 2018, an estimated $1.56M.
Timpani Capital Management first reported a position in Builders FirstSource in Q1 2014 and held it in 5 quarters.
Timpani Capital Management's Builders FirstSource position peaked at $2.43M in Q4 2017.
231 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2018.

Based on Timpani Capital Management's 13F filing for Q2 2018, filed 10 Aug 2018.