SEC 13F Intelligence

Firetrail Investments Pty Ltd / BLDR

Firetrail Investments Pty Ltd’s Builders Firstsource Inc Position

Does Firetrail Investments Pty Ltd own Builders Firstsource Inc (BLDR)? Not currently — the last reported position was 43.3K shares worth $5M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$5M
Q1 2025
Shares
43.3K
% of Portfolio
+1.59%
Quarters Held
6
position exited

Position History BLDR

Reported value by quarter
Q4 ’23: $3MQ4 ’23Q1 ’24: $4MQ1 ’24Q2 ’24: $5MQ2 ’24Q3 ’24: $7MQ3 ’24Q4 ’24: $6MQ4 ’24Q1 ’25: $5MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202543.3K$5M+1.59%
Q4 202441.7K$6M+1.79%
Q3 202438.1K$7M+2.13%
Q2 202439.4K$5M+1.65%
Q1 202419.9K$4M+3.42%
Q4 202316.9K$3M+2.20%

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