Wedge Capital Management’s Builders FirstSource BLDR Stock Holding History

Wedge 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
2026 Q2	$8.01M	Buy	89,477 +5,268	+6%	+$421K	0.13%	167
2026 Q1	$6.93M	Buy	84,209 +17,618	+26%	+$1.88M	0.13%	175
2025 Q4	$6.85M	Buy	66,591 +9,798	+17%	+$1.1M	0.12%	178
2025 Q3	$6.89M	Sell	56,793 -11,090	-16%	-$1.47M	0.12%	184
2025 Q2	$7.92M	Buy	67,883 +9,664	+17%	+$1.12M	0.14%	161
2025 Q1	$7.27M	Buy	58,219 +9,054	+18%	+$1.32M	0.14%	165
2024 Q4	$7.03M	Sell	49,165 -3,705	-7%	-$656K	0.13%	171
2024 Q3	$10.2M	Sell	52,870 -8,698	-14%	-$1.44M	0.18%	152
2024 Q2	$8.52M	Sell	61,568 -18,426	-23%	-$3.13M	0.15%	155
2024 Q1	$16.7M	Buy	79,994 +12,752	+19%	+$2.36M	0.27%	96
2023 Q4	$11.2M	Buy	67,242 +11,695	+21%	+$1.55M	0.2%	143
2023 Q3	$6.92M	Sell	55,547 -22,724	-29%	-$3.14M	0.14%	177
2023 Q2	$10.6M	Buy	78,271 +10,099	+15%	+$1.12M	0.17%	184
2023 Q1	$6.05M	Buy	68,172 +63,458	+1,346%	+$5.03M	0.1%	244
2022 Q4	$306K	Sell	4,714 -617	-12%	-$38.5K	﹤0.01%	348
2022 Q3	$314K	Sell	5,331 -2,528	-32%	-$158K	0.01%	339
2022 Q2	$422K	Buy	+7,859	New	+$482K	0.01%	322

Other funds holding BLDR

FRM

Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

IHL

Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MCM

Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return

HVP

Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return

AWG

Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wedge Capital Management's BLDR Position: Q2 2026 in Review

Wedge Capital Management increased its Builders FirstSource (BLDR) stake by 6.3% in Q2 2026, buying an estimated $421K and bringing the position to 89,477 shares worth $8.01M. The position accounts for 0.13% of the portfolio, ranked #167.

Wedge Capital Management first reported a position in BLDR in Q2 2022 and has held it in 17 quarters since. The position peaked at $16.7M in Q1 2024. 122 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

Wedge Capital Management held 89,477 shares of Builders FirstSource worth $8.01M as of Q2 2026.
Wedge Capital Management bought 5,268 Builders FirstSource shares in Q2 2026, an estimated $421K.
Builders FirstSource made up 0.13% of Wedge Capital Management's portfolio in Q2 2026, its #167 holding.
Wedge Capital Management first reported a position in Builders FirstSource in Q2 2022 and has held it in 17 quarters since.
Wedge Capital Management's Builders FirstSource position peaked at $16.7M in Q1 2024.
122 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.