Schechter Investment Advisors, LLC BLDR — BUILDERS FIRSTSOURCE INC COM

Ownership history in Schechter Investment Advisors, LLC  ·  5 quarters on record

AI Ownership Summary

Schechter Investment Advisors, LLC reported BUILDERS FIRSTSOURCE INC COM (BLDR) in 5 quarterly 13F filings from 2023 Q4 through 2024 Q4. Peak portfolio weight reached 0.11% in 2024 Q1. The latest visible filing shows BLDR at 0.02% 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 Schechter Investment Advisors, LLC's position in BUILDERS FIRSTSOURCE INC COM, 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
2024 Q4

BLDR was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2024 Q1

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

Time in book
Holding Window
2023 Q4 to 2024 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 Schechter Investment Advisors, LLC fund profile Schechter Investment Advisors, LLC full holdings
How Schechter Investment Advisors, 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 REDUCED 38.7% -12.6% ✅ 1,976 -1,250 -38.7% 0.02% $282K 2025-02-06 $159.87
2024 Q3 REDUCED 50.7% -26.0% ✅ 3,226 -3,323 -50.7% 0.05% $625K 2024-11-12 $178.65
2024 Q2 REDUCED 7.6% +40.1% ❌ 6,549 -537 -7.6% 0.07% $906K 2024-08-12 $153.30
2024 Q1 ADDED — — — 7,086 +5,793 +448.0% 0.11% $1.5M 2024-05-06 $200.88
2023 Q4 INITIATED — — — 1,293 — — 0.02% $216K 2024-01-17 $164.62

🏢 Other funds also holding BLDR

As of 2026 Q1 — sorted by position size

STADIUM CAPITAL MANAGEMENT LLC 3Y 7Y 32.22% Hauser Brothers GmbH 14.48% Coliseum Capital Management, LLC 3Y 7Y 14.13% LITTLEJOHN & CO LLC 3Y 13.3% ROBOTTI ROBERT 3Y 7Y 6.72% RIHO Partners, LLC 5.6% Mountain Lake Investment Management LLC 3Y 7Y 5.57% GoodHaven Capital Management, LLC 3Y 7Y 5.32% Lodge Hill Capital, LLC 3Y 7Y 5.29% Brave Warrior Advisors, LLC 3Y 7Y 4.83%

FAQ About Schechter Investment Advisors, 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 Schechter Investment Advisors, LLC reported owning BLDR?

Schechter Investment Advisors, LLC reported BLDR across 5 quarterly 13F filings, from 2023 Q4 through 2024 Q4.

What was the largest reported BLDR position in Schechter Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for BLDR was 0.11% in 2024 Q1.

What is the latest reported BLDR position on this page?

The most recent filing on this page is 2024 Q4, when Schechter Investment Advisors, LLC reported 1,976 shares, equal to 0.02% of portfolio, with an estimated market value of $282K.

What does the chart on this BLDR ownership page compare?

The chart compares Schechter Investment Advisors, 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 Schechter Investment Advisors, LLC time their BLDR position?

Based on 13F filing dates vs. subsequent BLDR price moves, Schechter Investment Advisors, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on BLDR relative to SPY over the holding period was -24.1%.

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