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TwinBeech Capital’s Builders FirstSource BLDR Stock Holding History

TwinBeech Capital’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 		– Sell
-9,346
Closed -$962K – 583
2025
Q4 		$962K Sell
9,346
-66,465
-88% -$7.47M 0.07% 308
2025
Q3 		$9.19M Buy
+75,811
New +$10.1M 0.36% 84
2025
Q1 		– Sell
-182,892
Closed -$26.1M – 720
2024
Q4 		$26.1M Buy
+182,892
New +$32.4M 0.45% 73
2024
Q1 		– Sell
-106,170
Closed -$17.7M – 563
2023
Q4 		$17.7M Sell
106,170
-58,320
-35% -$7.75M 0.29% 102
2023
Q3 		$20.5M Buy
164,490
+108,472
+194% +$15M 0.39% 66
2023
Q2 		$7.62M Buy
56,018
+52,505
+1,495% +$5.84M 0.15% 176
2023
Q1 		$312K Buy
+3,513
New +$278K 0.01% 542
2021
Q4 		– Sell
-8,157
Closed -$422K – 576
2021
Q3 		$422K Sell
8,157
-19,587
-71% -$957K 0.03% 452
2021
Q2 		$1.18M Buy
+27,744
New +$1.29M 0.14% 196
2020
Q4 		– Sell
-10,889
Closed -$355K – 435
2020
Q3 		$355K Buy
+10,889
New +$296K 0.08% 322
2020
Q2 		– Sell
-34,465
Closed -$422K – 364
2020
Q1 		$422K Buy
34,465
+16,940
+97% +$383K 0.17% 169
2019
Q4 		$445K Buy
+17,525
New +$419K 0.13% 234

Other funds holding BLDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TwinBeech Capital's BLDR Position: Q1 2026 in Review

TwinBeech Capital sold out of Builders FirstSource (BLDR) in Q1 2026, closing a stake of 9,346 shares — an estimated $962K sold.

TwinBeech Capital first reported a position in BLDR in Q4 2019 and held it in 12 quarters. The position peaked at $26.1M in Q4 2024. 719 funds tracked by Wall St. Rank hold BLDR as of Q1 2026.

  • TwinBeech Capital reported no remaining Builders FirstSource position as of Q1 2026 after selling out during the quarter.
  • TwinBeech Capital sold 9,346 Builders FirstSource shares in Q1 2026, an estimated $962K.
  • TwinBeech Capital first reported a position in Builders FirstSource in Q4 2019 and held it in 12 quarters.
  • TwinBeech Capital's Builders FirstSource position peaked at $26.1M in Q4 2024.
  • 719 funds tracked by Wall St. Rank held Builders FirstSource as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.