SEC 13F Intelligence

Goldentree Asset Management LP / BLDR

Goldentree Asset Management LP’s Builders Firstsource Inc Position

Does Goldentree Asset Management LP own Builders Firstsource Inc (BLDR)? Not currently — the last reported position was 204.0K shares worth $43M in Q1 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$43M
Q1 2024
Shares
204.0K
% of Portfolio
+3.38%
Quarters Held
14
position exited

Position History BLDR

Reported value by quarter
Q3 ’20: $70MQ3 ’20Q4 ’20: $30MQ2 ’21: $51MQ2 ’21Q3 ’21: $42MQ4 ’21: $62MQ4 ’21Q1 ’22: $95MQ2 ’22: $65MQ2 ’22Q3 ’22: $54MQ4 ’22: $42MQ4 ’22Q1 ’23: $47MQ2 ’23: $29MQ2 ’23Q3 ’23: $49MQ4 ’23: $39MQ4 ’23Q1 ’24: $43Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2024204.0K$43M+3.38%
Q4 2023233.2K$39M+4.04%
Q3 2023394.6K$49M+5.18%
Q2 2023210.4K$29M+2.60%
Q1 2023532.8K$47M+4.43%
Q4 2022646.7K$42M+3.37%
Q3 2022917.7K$54M+3.58%
Q2 20221.21M$65M+4.25%
Q1 20221.48M$95M+4.41%
Q4 2021720.4K$62M+2.69%
Q3 2021812.3K$42M+1.73%
Q2 20211.20M$51M+1.36%
Q4 2020741.3K$30M+1.19%
Q3 20202.15M$70M+3.05%

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