SEC 13F Intelligence

One Fin Capital Management LP / BLDR

One Fin Capital Management LP’s Builders Firstsource Inc Position

Does One Fin Capital Management LP own Builders Firstsource Inc (BLDR)? Not currently — the last reported position was 300.0K shares worth $18M in Q3 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$18M
Q3 2022
Shares
300.0K
% of Portfolio
+6.59%
Quarters Held
8
position exited

Position History BLDR

Reported value by quarter
Q2 ’20: $2MQ2 ’20Q1 ’21: $12MQ1 ’21Q2 ’21: $13MQ2 ’21Q3 ’21: $16MQ3 ’21Q4 ’21: $27MQ4 ’21Q1 ’22: $20MQ1 ’22Q2 ’22: $16MQ2 ’22Q3 ’22: $18MQ3 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2022300.0K$18M+6.59%
Q2 2022300.0K$16M+5.60%
Q1 2022310.0K$20M+8.28%
Q4 2021310.0K$27M+11.07%
Q3 2021310.0K$16M+7.43%
Q2 2021310.0K$13M+5.22%
Q1 2021269.0K$12M+4.79%
Q2 2020110.0K$2M+1.70%

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