Woodson Capital Management, LP BLDR — BUILDERS FIRSTSOURCE INC

Ownership history in Woodson Capital Management, LP  ·  20 quarters on record

AI Ownership Summary

Woodson Capital Management, LP reported BUILDERS FIRSTSOURCE INC (BLDR) in 20 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 4.32% in 2023 Q4. The latest visible filing shows BLDR at 2.59% 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 Woodson Capital Management, LP'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 2.59% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.32% in 2023 Q4

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 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 Woodson Capital Management, LP fund profile Woodson Capital Management, LP full holdings
How Woodson Capital Management, LP 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 200,000 +58,000 +40.8% 2.59% $16.5M 2026-05-15 $70.41
2025 Q4 ADDED — — — 142,000 +3,000 +2.2% 2.02% $14.6M 2026-02-17 $114.63
2025 Q3 REDUCED 30.5% -14.7% ✅ 139,000 -61,000 -30.5% 3.03% $16.9M 2025-10-28 $119.35
2025 Q2 ADDED — — — 200,000 +50,000 +33.3% 3.89% $23.3M 2025-08-14 $138.15
2025 Q1 ADDED — — — 150,000 +60,000 +66.7% 3.25% $18.7M 2025-05-15 $117.96
2024 Q4 REDUCED 20.4% -12.6% ✅ 90,000 -23,058 -20.4% 2.07% $12.9M 2025-02-14 $153.90
2024 Q3 REDUCED 24.6% -26.0% ✅ 113,058 -36,942 -24.6% 4.28% $21.9M 2024-11-14 $181.20
2024 Q2 ADDED — — — 150,000 +37,500 +33.3% 3.60% $20.8M 2024-08-14 $160.60
2024 Q1 REDUCED 10.7% -35.8% ✅ 112,500 -13,500 -10.7% 3.75% $23.5M 2024-05-15 $171.94
2023 Q4 REDUCED 16.0% +23.0% ❌ 126,000 -24,000 -16.0% 4.32% $21.0M 2024-02-14 $186.73
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 Woodson Capital Management, LP and BLDR

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

How long has Woodson Capital Management, LP reported owning BLDR?

Woodson Capital Management, LP reported BLDR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BLDR position in Woodson Capital Management, LP's portfolio?

The largest reported portfolio weight for BLDR was 4.32% in 2023 Q4.

What is the latest reported BLDR position on this page?

The most recent filing on this page is 2026 Q1, when Woodson Capital Management, LP reported 200,000 shares, equal to 2.59% of portfolio, with an estimated market value of $16.5M.

What does the chart on this BLDR ownership page compare?

The chart compares Woodson Capital Management, LP'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 Woodson Capital Management, LP time their BLDR position?

Based on 13F filing dates vs. subsequent BLDR price moves, Woodson Capital Management, LP correctly timed 11 out of 19 reported position changes (58%). The annualised alpha on BLDR relative to SPY over the holding period was -5.3%.

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