Millennium Management — BLDR Trade History
Quarter-by-quarter changes in the BUILDERS FIRSTSOURCE INC position · CUSIP 12008R107
Currently held · 6.3 YearsFirst seen: 2016 Q3
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | Reduce | 354,523 | -216,739 | -37.9% | $31.7M | 0.01% |
| 2026 Q1 | 2026-05-15 | Add | 571,262 | 314,899 | +122.8% | $47.0M | 0.02% |
| 2025 Q4 | 2026-02-17 | Add | 256,363 | 228,824 | +830.9% | $26.4M | 0.01% |
| 2025 Q3 | 2025-11-14 | Reduce | 27,539 | -130,911 | -82.6% | $3.3M | 0.00% |
| 2025 Q2 | 2025-08-14 | Add | 158,450 | 78,472 | +98.1% | $18.5M | 0.01% |
| 2025 Q1 | 2025-05-15 | Reduce | 79,978 | -46,272 | -36.7% | $10.0M | 0.01% |
| 2024 Q4 | 2025-02-14 | Reduce | 126,250 | -558,046 | -81.6% | $18.0M | 0.01% |
| 2024 Q3 | 2024-11-14 | Add | 684,296 | 535,558 | +360.1% | $132.7M | 0.06% |
| 2024 Q2 | 2024-08-14 | Reduce | 148,738 | -352,184 | -70.3% | $20.6M | 0.01% |
| 2024 Q1 | 2024-05-15 | Add | 500,922 | 122,440 | +32.4% | $104.5M | 0.04% |
| 2023 Q4 | 2024-02-14 | Add | 378,482 | 263,749 | +229.9% | $63.2M | 0.03% |
| 2023 Q3 | 2023-11-14 | Reduce | 114,733 | -379,373 | -76.8% | $14.3M | 0.01% |
| 2023 Q2 | 2023-08-14 | Add | 494,106 | 252,983 | +104.9% | $67.2M | 0.03% |
| 2023 Q1 | 2023-05-15 | Add | 241,123 | 21,457 | +9.8% | $21.4K | 0.01% |
| 2022 Q4 | 2023-02-14 | Reduce | 219,666 | -174,981 | -44.3% | $14.3K | 0.01% |
| 2022 Q3 | 2022-11-14 | Add | 394,647 | 111,819 | +39.5% | $23.3M | 0.01% |
| 2022 Q2 | 2022-08-15 | Add | 282,828 | 183,942 | +186.0% | $15.2M | 0.01% |
| 2022 Q1 | 2022-05-16 | Reduce | 98,886 | -405,189 | -80.4% | $6.4M | 0.00% |
| 2021 Q4 | 2022-02-14 | Reduce | 504,075 | -525,700 | -51.0% | $43.2M | 0.02% |
| 2021 Q3 | 2021-11-15 | Reduce | 1,029,775 | -2,607,474 | -71.7% | $53.3M | 0.03% |
| 2021 Q2 | 2021-08-16 | Add | 3,637,249 | 2,566,633 | +239.7% | $155.2M | 0.10% |
| 2021 Q1 | 2021-05-17 | Add | 1,070,616 | 145,166 | +15.7% | $49.6M | 0.04% |
| 2020 Q4 | 2021-02-16 | Reduce | 925,450 | -39,239 | -4.1% | $37.8M | 0.03% |
| 2020 Q3 | 2020-11-16 | Add | 964,689 | 767,256 | +388.6% | $31.5M | 0.04% |
| 2020 Q2 | 2020-08-14 | New | 197,433 | 197,433 | — | $4.1M | 0.01% |
| 2020 Q1 | 2020-05-14 | Sold out | — | -500,201 | -100.0% | — | — |
| 2019 Q4 | 2020-02-14 | Reduce | 500,201 | -16,200 | -3.1% | $12.7M | 0.02% |
| 2019 Q3 | 2019-11-14 | Add | 516,401 | 133,239 | +34.8% | $10.6M | 0.02% |
| 2019 Q2 | 2019-08-15 | Reduce | 383,162 | -573,460 | -59.9% | $6.5M | 0.01% |
| 2019 Q1 | 2019-05-14 | New | 956,622 | 956,622 | — | $12.8M | 0.02% |
| 2018 Q4 | 2019-02-15 | — | — | — | — | — | — |
| 2018 Q3 | 2018-11-14 | Sold out | — | -720,899 | -100.0% | — | — |
| 2018 Q2 | 2018-08-14 | Reduce | 720,899 | -45,860 | -6.0% | $13.2M | 0.02% |
| 2018 Q1 | 2018-05-15 | New | 766,759 | 766,759 | — | $15.2M | 0.02% |
| 2017 Q4 | 2018-02-14 | Sold out | — | -76,186 | -100.0% | — | — |
| 2017 Q3 | 2017-11-14 | New | 76,186 | 76,186 | — | $1.4M | 0.00% |
| 2017 Q2 | 2017-08-14 | Sold out | — | -1,809,440 | -100.0% | — | — |
| 2017 Q1 | 2017-05-15 | Add | 1,809,440 | 1,766,827 | +4146.2% | $27.0M | 0.05% |
| 2016 Q4 | 2017-02-14 | Reduce | 42,613 | -184,908 | -81.3% | $467.0K | 0.00% |
| 2016 Q3 | 2016-11-14 | New | 227,521 | 227,521 | — | $2.6M | 0.00% |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.