Sippican Capital Advisors BLDR β€” Builders FirstSource Inc

Ownership history in Sippican Capital Advisors  Β·  1 quarter on record

AI Ownership Summary

Sippican Capital Advisors reported Builders FirstSource Inc (BLDR) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.49% in 2026 Q2. The latest visible filing shows BLDR at 0.49% 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 Sippican Capital Advisors'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 Q2

BLDR was reported at 0.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.49% in 2026 Q2

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

Time in book
Holding Window
2026 Q2 to 2026 Q2

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 Sippican Capital Advisors held BLDR β€” position size vs. price
% of Fund (quarterly)    BLDR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 8,965 β€” β€” 0.49% $802K 2026-07-22 $71.03

FAQ About Sippican Capital Advisors and BLDR

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

How long has Sippican Capital Advisors reported owning BLDR?

Sippican Capital Advisors reported BLDR across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported BLDR position in Sippican Capital Advisors's portfolio?

The largest reported portfolio weight for BLDR was 0.49% in 2026 Q2.

What is the latest reported BLDR position on this page?

The most recent filing on this page is 2026 Q2, when Sippican Capital Advisors reported 8,965 shares, equal to 0.49% of portfolio, with an estimated market value of $802K.

What does the chart on this BLDR ownership page compare?

The chart compares Sippican Capital Advisors'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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