SEC 13F Intelligence

Marathon Capital Management / BLDR

Marathon Capital Management’s Builders Firstsource Inc Position

Does Marathon Capital Management own Builders Firstsource Inc (BLDR)? Yes — 59.0K shares worth $5M (+1.09% of its 13F portfolio) as of Q1 2026, down from 59.2K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
59.0K
% of Portfolio
+1.09%
Quarters Held
4
currently held

Position History BLDR

Reported value by quarter
Q2 ’25: $7MQ2 ’25Q3 ’25: $7MQ3 ’25Q4 ’25: $6MQ4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202659.0K$5M+1.09%
Q4 202559.2K$6M+1.31%
Q3 202558.1K$7M+1.61%
Q2 202557.7K$7M+1.72%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Marathon Capital Management’s full portfolio or all institutional holders of BLDR.