Woodson Capital Management, LP / BLDR
Woodson Capital Management, LP’s Builders Firstsource Inc Position
Does Woodson Capital Management, LP own Builders Firstsource Inc (BLDR)? Yes — 200.0K shares worth $16M (+2.59% of its 13F portfolio) as of Q1 2026, up from 142.0K shares the prior filed quarter.
Position Value
$16M
Q1 2026
Shares
200.0K
% of Portfolio
+2.59%
Quarters Held
20
currently held
Position History BLDR
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 200.0K | $16M | +2.59% |
| Q4 2025 | 142.0K | $15M | +2.02% |
| Q3 2025 | 139.0K | $17M | +3.03% |
| Q2 2025 | 200.0K | $23M | +3.89% |
| Q1 2025 | 150.0K | $19M | +3.25% |
| Q4 2024 | 90.0K | $13M | +2.07% |
| Q3 2024 | 113.1K | $22M | +4.28% |
| Q2 2024 | 150.0K | $21M | +3.60% |
| Q1 2024 | 112.5K | $23M | +3.75% |
| Q4 2023 | 126.0K | $21M | +4.32% |
| Q3 2023 | 150.0K | $19M | +3.64% |
| Q2 2023 | 170.0K | $23M | +3.49% |
| Q1 2023 | 370.0K | $33M | +5.08% |
| Q4 2022 | 460.0K | $30M | +4.90% |
| Q3 2022 | 530.0K | $31M | +4.99% |
| Q2 2022 | 714.0K | $38M | +5.31% |
| Q1 2022 | 600.0K | $39M | +4.63% |
| Q4 2021 | 669.0K | $57M | +5.82% |
| Q3 2021 | 900.0K | $47M | +3.21% |
| Q2 2021 | 649.4K | $28M | +1.78% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Woodson Capital Management, LP’s full portfolio or all institutional holders of BLDR.