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Welch Capital Partners’s Builders FirstSource BLDR Stock Holding History

Welch Capital Partners’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 		$1.34M Buy
16,301
+10,176
+166% +$1.09M 0.3% 13
2025
Q4 		$630K Buy
+6,125
New +$688K 0.13% 17

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VCM
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State Street
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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

Welch Capital Partners's BLDR Position: Q1 2026 in Review

Welch Capital Partners increased its Builders FirstSource (BLDR) stake by 166% in Q1 2026, buying an estimated $1.09M and bringing the position to 16,301 shares worth $1.34M. The position accounts for 0.3% of the portfolio, ranked #13.

Welch Capital Partners first reported a position in BLDR in Q4 2025 and has held it in 2 quarters since. 720 funds tracked by Wall St. Rank hold BLDR as of Q1 2026.

  • Welch Capital Partners held 16,301 shares of Builders FirstSource worth $1.34M as of Q1 2026.
  • Welch Capital Partners bought 10,176 Builders FirstSource shares in Q1 2026, an estimated $1.09M.
  • Builders FirstSource made up 0.3% of Welch Capital Partners's portfolio in Q1 2026, its #13 holding.
  • Welch Capital Partners first reported a position in Builders FirstSource in Q4 2025 and has held it in 2 quarters since.
  • 720 funds tracked by Wall St. Rank held Builders FirstSource as of Q1 2026.

Based on Welch Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.