TCM
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Tran Capital Management’s Builders FirstSource BLDR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$393K Sell
3,371
-142,348
-98% -$16.6M 0.05% 59
2025
Q1
$18.2M Buy
145,719
+92,004
+171% +$11.5M 2.45% 16
2024
Q4
$7.68M Buy
+53,715
New +$7.68M 0.87% 27