Lodge Hill Capital, LLC Builders First Source, Inc. Transaction History

Lodge Hill Capital, LLC

$423 Million
Q1 2025

A detailed history of Lodge Hill Capital, LLC transactions in Builders First Source, Inc. stock. As of the latest transaction made, Lodge Hill Capital, LLC holds 191,880 shares of BLDR stock, worth $22.5 Million. This represents 5.67% of its overall portfolio holdings.

Number of Shares

191,880

Previous 259,230 25.98%

Holding current value

$22.5 Million

Previous $37.1 Million 35.3%

% of portfolio

5.67%

Previous 10.22%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$122.8 - $173.51 $8.27 Million - $11.7 Million	-67,350 Reduced 25.98%	191,880 $24 Million
Q4 2024 Feb 13, 2025	BUY	$142.93 - $198.25 $23.9 Million - $33.1 Million	166,930 Added 180.86%	259,230 $37.1 Million
Q3 2024 Nov 13, 2024	SELL	$132.6 - $201.83 $15.6 Million - $23.8 Million	-118,000 Reduced 56.11%	92,300 $17.9 Million
Q2 2024 Aug 13, 2024	BUY	$136.51 - $205.41 $18.4 Million - $27.7 Million	135,000 Added 179.28%	210,300 $29.1 Million
Q1 2024 May 14, 2024	SELL	$157.29 - $211.12 $7.71 Million - $10.3 Million	-49,000 Reduced 39.42%	75,300 $15.7 Million
Q4 2023 Feb 13, 2024	SELL	$106.22 - $170.56 $3.72 Million - $5.97 Million	-35,000 Reduced 21.97%	124,300 $20.8 Million
Q3 2023 Nov 13, 2023	BUY	$121.02 - $152.22 $11.5 Million - $14.5 Million	95,000 Added 147.74%	159,300 $19.8 Million
Q2 2023 Aug 11, 2023	SELL	$85.53 - $136.17 $6.47 Million - $10.3 Million	-75,700 Reduced 54.07%	64,300 $8.74 Million
Q1 2023 May 12, 2023	SELL	$65.38 - $89.18 $10.5 Million - $14.3 Million	-160,000 Reduced 53.33%	140,000 $12.4 Million
Q4 2022 Feb 14, 2023	SELL	$54.45 - $68.27 $1.91 Million - $2.39 Million	-35,000 Reduced 10.45%	300,000 $19.5 Million
Q3 2022 Nov 14, 2022	BUY	$52.89 - $73.34 $4.76 Million - $6.6 Million	90,000 Added 36.73%	335,000 $19.7 Million
Q2 2022 Aug 12, 2022	SELL	$50.02 - $68.61 $250,100 - $343,050	-5,000 Reduced 2.0%	245,000 $13.2 Million
Q1 2022 May 13, 2022	BUY	$64.19 - $85.42 $16 Million - $21.4 Million	250,000 New	250,000 $16.1 Million

Others Institutions Holding BLDR

# of Institutions

877

Shares Held

101M

Call Options Held

1.31M

Put Options Held

1.21M

View Full List

About Builders FirstSource, Inc.

Ticker BLDR
Exchange NYSE
Sector Industrials
Industry Building Products & Equipment
Shares Outstandng 156,075,008
Market Cap $18.3B
Description
Builders FirstSource, Inc., together with its subsidiaries, manufactures and supplies building materials, manufactured components, and construction services to professional homebuilders, sub-contractors, remodelers, and consumers in the United States. It offers lumber and lumber sheet goods comprising dimensional lumber, plywood, and oriented st...

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Lodge Hill Capital, LLC Builders First Source, Inc. Transaction History