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
Q2 		$23.5M Sell
262,500
-70,000
-21% -$5.59M 0.54% 49
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Zimmer Partners's BLDR Position: Q2 2026 in Review

Zimmer Partners reduced its Builders FirstSource (BLDR) stake by 21% in Q2 2026, selling an estimated $5.59M and leaving 262,500 shares worth $23.5M. The position accounts for 0.54% of the portfolio, ranked #49.

Zimmer Partners first reported a position in BLDR in Q2 2025 and has held it in 5 quarters since. The position peaked at $27.4M in Q1 2026. 671 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

  • Zimmer Partners held 262,500 shares of Builders FirstSource worth $23.5M as of Q2 2026.
  • Zimmer Partners sold 70,000 Builders FirstSource shares in Q2 2026, an estimated $5.59M.
  • Builders FirstSource made up 0.54% of Zimmer Partners's portfolio in Q2 2026, its #49 holding.
  • Zimmer Partners first reported a position in Builders FirstSource in Q2 2025 and has held it in 5 quarters since.
  • Zimmer Partners's Builders FirstSource position peaked at $27.4M in Q1 2026.
  • 671 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on Zimmer Partners's 13F filing for Q2 2026, filed 14 Aug 2026.