Mountaineer Partners Management, LLC BLDR — BUILDERS FIRSTSOURCE INC

Ownership history in Mountaineer Partners Management, LLC  ·  15 quarters on record

AI Ownership Summary

Mountaineer Partners Management, LLC reported BUILDERS FIRSTSOURCE INC (BLDR) in 15 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 6.96% in 2025 Q1. The latest visible filing shows BLDR at 5.42% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BLDR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mountaineer Partners Management, 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
2025 Q4

BLDR was reported at 5.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.96% in 2025 Q1

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

Time in book
Holding Window
2024 Q3 to 2025 Q4

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.

BLDR stock page Mountaineer Partners Management, LLC fund profile Mountaineer Partners Management, LLC full holdings
How Mountaineer Partners Management, 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 94,091 +33,332 +54.9% 5.42% $9.7M 2026-02-14 (Est.) $114.73
2025 Q3 REDUCED — — — 60,759 -1,705 -2.7% 4.28% $7.4M 2025-11-14 $103.44
2025 Q2 ADDED — — — 62,464 +4,253 +7.3% 4.82% $7.3M 2025-08-14 $138.15
2025 Q1 ADDED — — — 58,211 +2,336 +4.2% 6.96% $7.3M 2025-05-15 $117.96
2024 Q4 REDUCED 99.5% -12.6% ✅ 55,875 -10,776,052 -99.5% 5.85% $8.0M 2025-02-14 $153.90
2024 Q3 ADDED — — — 10,831,927 +10,581,600 +4227.1% 0.85% $55.9M 2024-11-14 $181.20
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BLDR

As of 2026 Q1 — sorted by position size

Altus Wealth Group LLC 3Y 1.62% Intrinsic Value Partners, LLC 3Y 1.57% Hudson Value Partners, LLC 3Y 1.36% Grange Capital, LLC 1.32% Westbourne Investment Advisors, Inc. 3Y 7Y 1.26% WINCAP FINANCIAL LLC 0.7% GREATMARK INVESTMENT PARTNERS, INC. 3Y 7Y 0.65% Carnegie Lake Advisors LLC 0.44% INVESTMENT HOUSE LLC 3Y 7Y 0.41% Asio Capital, LLC 3Y 0.4%

FAQ About Mountaineer Partners Management, 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 Mountaineer Partners Management, LLC reported owning BLDR?

Mountaineer Partners Management, LLC reported BLDR across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported BLDR position in Mountaineer Partners Management, LLC's portfolio?

The largest reported portfolio weight for BLDR was 6.96% in 2025 Q1.

What is the latest reported BLDR position on this page?

The most recent filing on this page is 2025 Q4, when Mountaineer Partners Management, LLC reported 94,091 shares, equal to 5.42% of portfolio, with an estimated market value of $9.7M.

What does the chart on this BLDR ownership page compare?

The chart compares Mountaineer Partners Management, 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.

How well did Mountaineer Partners Management, LLC time their BLDR position?

Based on 13F filing dates vs. subsequent BLDR price moves, Mountaineer Partners Management, LLC correctly timed 6 out of 14 reported position changes (43%). The annualised alpha on BLDR relative to SPY over the holding period was +5.1%.

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