Sands Capital Management — BLDR Trade History

Quarter-by-quarter changes in the BUILDERS FIRSTSOURCE INC position · CUSIP 12008R107
Currently held · 1.5 YearsFirst seen: 2025 Q1
QuarterFiledActivitySharesΔ SharesΔ %Value% Port.
2026 Q22026-08-13Reduce2,283,236-337,849-12.9%$204.3M0.76%
2026 Q12026-05-08Reduce2,621,085-136,884-5.0%$215.8M0.85%
2025 Q42026-02-13Add2,757,969327,067+13.5%$283.8M0.86%
2025 Q32025-11-13Add2,430,9021,414,129+139.1%$294.7M0.81%
2025 Q22025-08-13Reduce1,016,773-34,771-3.3%$118.6M0.34%
2025 Q12025-05-14New1,051,5441,051,544$131.4M0.45%
2024 Q42025-02-13
2024 Q32024-11-13
2024 Q22024-08-13
2024 Q12024-05-14
2023 Q42024-02-13
2023 Q32023-11-14
2023 Q22023-08-15
2023 Q12023-05-12
2022 Q42023-02-13
2022 Q32022-11-09
2022 Q22022-08-12
2022 Q12022-05-13
2021 Q42022-02-11
2021 Q32021-11-03
2021 Q22021-08-16
2021 Q12021-05-17
2020 Q42021-02-17
2020 Q32020-11-17
2020 Q22020-08-11
2020 Q12020-05-14
2019 Q42020-02-13
2019 Q32019-11-14
2019 Q22019-08-14
2019 Q12019-05-15
2018 Q42019-02-14
2018 Q32018-11-14
2018 Q22018-08-14
2018 Q12018-05-15
2017 Q42018-02-14
2017 Q32017-11-14
2017 Q22017-08-14
2017 Q12017-05-12
2016 Q42017-02-13
2016 Q32016-11-14

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.