SEIZERT CAPITAL PARTNERS, LLC BLDR — BUILDERS FIRSTSOURCE INC COM

Ownership history in SEIZERT CAPITAL PARTNERS, LLC  ·  11 quarters on record

AI Ownership Summary

SEIZERT CAPITAL PARTNERS, LLC reported BUILDERS FIRSTSOURCE INC COM (BLDR) in 11 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 1.88% in 2024 Q3. The latest visible filing shows BLDR at 1.36% 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 SEIZERT CAPITAL PARTNERS, 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
2026 Q1

BLDR was reported at 1.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.88% in 2024 Q3

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

Time in book
Holding Window
2024 Q2 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.

BLDR stock page SEIZERT CAPITAL PARTNERS, LLC fund profile SEIZERT CAPITAL PARTNERS, LLC full holdings
How SEIZERT CAPITAL PARTNERS, 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 358,110 -13,887 -3.7% 1.36% $29.5M 2026-05-07 $79.41
2025 Q4 ADDED — — — 371,997 +70,161 +23.2% 1.62% $38.3M 2026-02-02 $113.27
2025 Q3 ADDED — — — 301,836 +846 +0.3% 1.59% $36.6M 2025-10-29 $115.29
2025 Q2 ADDED — — — 300,990 +2,799 +0.9% 1.54% $35.1M 2025-08-11 $128.76
2025 Q1 ADDED — — — 298,191 +33,980 +12.9% 1.71% $37.3M 2025-05-08 $111.07
2024 Q4 ADDED — — — 264,211 +49,863 +23.3% 1.71% $37.8M 2025-02-06 $159.87
2024 Q3 ADDED — — — 214,348 +40,976 +23.6% 1.88% $41.6M 2024-11-06 $176.78
2024 Q2 ADDED — — — 173,372 +96,108 +124.4% 1.19% $24.0M 2024-08-07 $152.86
3 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

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 SEIZERT CAPITAL PARTNERS, 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 SEIZERT CAPITAL PARTNERS, LLC reported owning BLDR?

SEIZERT CAPITAL PARTNERS, LLC reported BLDR across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported BLDR position in SEIZERT CAPITAL PARTNERS, LLC's portfolio?

The largest reported portfolio weight for BLDR was 1.88% in 2024 Q3.

What is the latest reported BLDR position on this page?

The most recent filing on this page is 2026 Q1, when SEIZERT CAPITAL PARTNERS, LLC reported 358,110 shares, equal to 1.36% of portfolio, with an estimated market value of $29.5M.

What does the chart on this BLDR ownership page compare?

The chart compares SEIZERT CAPITAL PARTNERS, 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 SEIZERT CAPITAL PARTNERS, LLC time their BLDR position?

Based on 13F filing dates vs. subsequent BLDR price moves, SEIZERT CAPITAL PARTNERS, LLC correctly timed 3 out of 10 reported position changes (30%). The annualised alpha on BLDR relative to SPY over the holding period was -35.4%.

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