Woodson Capital Management’s Builders FirstSource BLDR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16.5M	Buy	200,000 +58,000	+41%	+$6.19M	2.66%	15
2025 Q4	$14.6M	Buy	142,000 +3,000	+2%	+$337K	2.26%	21
2025 Q3	$16.9M	Sell	139,000 -61,000	-31%	-$8.09M	3.24%	17
2025 Q2	$23.3M	Buy	200,000 +50,000	+33%	+$5.77M	4.19%	14
2025 Q1	$18.7M	Buy	150,000 +60,000	+67%	+$8.73M	4.28%	14
2024 Q4	$12.9M	Sell	90,000 -23,058	-20%	-$4.08M	2.44%	20
2024 Q3	$21.9M	Sell	113,058 -36,942	-25%	-$6.13M	4.77%	6
2024 Q2	$20.8M	Buy	150,000 +37,500	+33%	+$6.37M	4.06%	8
2024 Q1	$23.5M	Sell	112,500 -13,500	-11%	-$2.49M	4.29%	7
2023 Q4	$21M	Sell	126,000 -24,000	-16%	-$3.19M	4.89%	6
2023 Q3	$18.7M	Sell	150,000 -20,000	-12%	-$2.76M	4.03%	7
2023 Q2	$23.1M	Sell	170,000 -200,000	-54%	-$22.2M	3.85%	9
2023 Q1	$32.8M	Sell	370,000 -90,000	-20%	-$7.13M	5.79%	4
2022 Q4	$29.8M	Sell	460,000 -70,000	-13%	-$4.37M	5.86%	8
2022 Q3	$31.2M	Sell	530,000 -184,000	-26%	-$11.5M	5.35%	5
2022 Q2	$38.3M	Buy	714,000 +114,000	+19%	+$6.99M	5.71%	4
2022 Q1	$38.7M	Sell	600,000 -69,000	-10%	-$5.01M	5.68%	9
2021 Q4	$57.3M	Sell	669,000 -231,000	-26%	-$15.6M	6.88%	4
2021 Q3	$46.6M	Buy	900,000 +250,632	+39%	+$12.2M	3.93%	9
2021 Q2	$27.7M	Buy	+649,368	New	+$30.1M	2.29%	20