WELCH CAPITAL PARTNERS LLC/NY BLDR — BUILDERS FIRSTSOURCE INC

Ownership history in WELCH CAPITAL PARTNERS LLC/NY  ·  12 quarters on record

AI Ownership Summary

WELCH CAPITAL PARTNERS LLC/NY reported BUILDERS FIRSTSOURCE INC (BLDR) in 12 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.3% in 2026 Q1. The latest visible filing shows BLDR at 0.30% 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 WELCH CAPITAL PARTNERS LLC/NY'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 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.3% in 2026 Q1

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

Time in book
Holding Window
2025 Q4 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 WELCH CAPITAL PARTNERS LLC/NY fund profile WELCH CAPITAL PARTNERS LLC/NY full holdings
How WELCH CAPITAL PARTNERS LLC/NY 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 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 16,301 +10,176 +166.1% 0.30% $1K 2026-05-07 $79.41
2025 Q4 UNCHANGED — — — 6,125 — 0% 0.13% $630K 2026-02-12 $120.57
10 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 WELCH CAPITAL PARTNERS LLC/NY and BLDR

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

How long has WELCH CAPITAL PARTNERS LLC/NY reported owning BLDR?

WELCH CAPITAL PARTNERS LLC/NY reported BLDR across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported BLDR position in WELCH CAPITAL PARTNERS LLC/NY's portfolio?

The largest reported portfolio weight for BLDR was 0.30% in 2026 Q1.

What is the latest reported BLDR position on this page?

The most recent filing on this page is 2026 Q1, when WELCH CAPITAL PARTNERS LLC/NY reported 16,301 shares, equal to 0.30% of portfolio, with an estimated market value of $1K.

What does the chart on this BLDR ownership page compare?

The chart compares WELCH CAPITAL PARTNERS LLC/NY'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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