Woodson Capital Management’s Builders FirstSource BLDR Stock Holding History

Woodson 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	$19.7M	Buy	220,000 +20,000	+10%	+$1.6M	3.3%	14
2026 Q1	$16.5M	Buy	200,000 +58,000	+41%	+$6.19M	2.59%	15
2025 Q4	$14.6M	Buy	142,000 +3,000	+2%	+$337K	2.02%	21
2025 Q3	$16.9M	Sell	139,000 -61,000	-31%	-$8.09M	3.03%	17
2025 Q2	$23.3M	Buy	200,000 +50,000	+33%	+$5.77M	3.89%	14
2025 Q1	$18.7M	Buy	150,000 +60,000	+67%	+$8.73M	3.25%	14
2024 Q4	$12.9M	Sell	90,000 -23,058	-20%	-$4.08M	2.07%	20
2024 Q3	$21.9M	Sell	113,058 -36,942	-25%	-$6.13M	4.28%	6
2024 Q2	$20.8M	Buy	150,000 +37,500	+33%	+$6.37M	3.6%	8
2024 Q1	$23.5M	Sell	112,500 -13,500	-11%	-$2.49M	3.75%	7
2023 Q4	$21M	Sell	126,000 -24,000	-16%	-$3.19M	4.32%	6
2023 Q3	$18.7M	Sell	150,000 -20,000	-12%	-$2.76M	3.64%	7
2023 Q2	$23.1M	Sell	170,000 -200,000	-54%	-$22.2M	3.49%	9
2023 Q1	$32.8M	Sell	370,000 -90,000	-20%	-$7.13M	5.08%	4
2022 Q4	$29.8M	Sell	460,000 -70,000	-13%	-$4.37M	4.9%	8
2022 Q3	$31.2M	Sell	530,000 -184,000	-26%	-$11.5M	4.99%	5
2022 Q2	$38.3M	Buy	714,000 +114,000	+19%	+$6.99M	5.31%	4
2022 Q1	$38.7M	Sell	600,000 -69,000	-10%	-$5.01M	4.63%	9
2021 Q4	$57.3M	Sell	669,000 -231,000	-26%	-$15.6M	5.82%	4
2021 Q3	$46.6M	Buy	900,000 +250,632	+39%	+$12.2M	3.21%	9
2021 Q2	$27.7M	Buy	+649,368	New	+$30.1M	1.78%	20

Other funds holding BLDR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Woodson Capital Management increased its Builders FirstSource (BLDR) stake by 10% in Q2 2026, buying an estimated $1.6M and bringing the position to 220,000 shares worth $19.7M. The position accounts for 3.3% of the portfolio, ranked #14.

Woodson Capital Management first reported a position in BLDR in Q2 2021 and has held it in 21 quarters since. The position peaked at $57.3M in Q4 2021. 670 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

Woodson Capital Management held 220,000 shares of Builders FirstSource worth $19.7M as of Q2 2026.
Woodson Capital Management bought 20,000 Builders FirstSource shares in Q2 2026, an estimated $1.6M.
Builders FirstSource made up 3.3% of Woodson Capital Management's portfolio in Q2 2026, its #14 holding.
Woodson Capital Management first reported a position in Builders FirstSource in Q2 2021 and has held it in 21 quarters since.
Woodson Capital Management's Builders FirstSource position peaked at $57.3M in Q4 2021.
670 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on Woodson Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.