MOODY LYNN LIEBERSON & WALKER, LLC BLDR BUILDERS FIRSTSOURCE INC

Ownership history in MOODY LYNN LIEBERSON & WALKER, LLC  ·  3 quarters on record

AI Ownership Summary

MOODY LYNN LIEBERSON & WALKER, LLC reported BUILDERS FIRSTSOURCE INC (BLDR) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.48% in 2025 Q3. The latest visible filing shows BLDR at 0.33% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BLDR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MOODY LYNN LIEBERSON & WALKER, LLC's position in BUILDERS FIRSTSOURCE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BLDR was reported at 0.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.48% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MOODY LYNN LIEBERSON & WALKER, LLC held BLDR — position size vs. price
% of Fund (quarterly)    BLDR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 72,198 +30,678 +73.9% 0.33% $5.9M 2026-04-13 $87.53
2025 Q4 REDUCED 43.6% -20.0% 41,520 -32,092 -43.6% 0.23% $4.3M 2026-01-15 $128.96
2025 Q3 INITIATED 73,612 0.48% $8.9M 2025-10-20 $122.46

FAQ About MOODY LYNN LIEBERSON & WALKER, LLC and BLDR

These are the practical questions this page is built to answer before you even open the full history table.

How long has MOODY LYNN LIEBERSON & WALKER, LLC reported owning BLDR?

MOODY LYNN LIEBERSON & WALKER, LLC reported BLDR across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported BLDR position in MOODY LYNN LIEBERSON & WALKER, LLC's portfolio?

The largest reported portfolio weight for BLDR was 0.48% in 2025 Q3.

What is the latest reported BLDR position on this page?

The most recent filing on this page is 2026 Q1, when MOODY LYNN LIEBERSON & WALKER, LLC reported 72,198 shares, equal to 0.33% of portfolio, with an estimated market value of $5.9M.

What does the chart on this BLDR ownership page compare?

The chart compares MOODY LYNN LIEBERSON & WALKER, LLC's quarterly BLDR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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