ZP
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Zimmer Partners’s Builders FirstSource BLDR Stock Holding History

Zimmer 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 		$27.4M Buy
332,500
+160,000
+93% +$17.1M 0.66% 38
2025
Q4 		$17.7M Buy
172,500
+99,500
+136% +$11.2M 0.47% 49
2025
Q3 		$8.85M Buy
73,000
+33,000
+83% +$4.38M 0.19% 82
2025
Q2 		$4.67M Buy
+40,000
New +$4.62M 0.1% 115

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

Zimmer Partners's BLDR Position: Q1 2026 in Review

Zimmer Partners increased its Builders FirstSource (BLDR) stake by 93% in Q1 2026, buying an estimated $17.1M and bringing the position to 332,500 shares worth $27.4M. The position accounts for 0.66% of the portfolio, ranked #38.

Zimmer Partners first reported a position in BLDR in Q2 2025 and has held it in 4 quarters since. 719 funds tracked by Wall St. Rank hold BLDR as of Q1 2026.

  • Zimmer Partners held 332,500 shares of Builders FirstSource worth $27.4M as of Q1 2026.
  • Zimmer Partners bought 160,000 Builders FirstSource shares in Q1 2026, an estimated $17.1M.
  • Builders FirstSource made up 0.66% of Zimmer Partners's portfolio in Q1 2026, its #38 holding.
  • Zimmer Partners first reported a position in Builders FirstSource in Q2 2025 and has held it in 4 quarters since.
  • 719 funds tracked by Wall St. Rank held Builders FirstSource as of Q1 2026.

Based on Zimmer Partners's 13F filing for Q1 2026, filed 15 May 2026.