MARATHON CAPITAL MANAGEMENT
Position in BLDR — Builders FirstSource, Inc.
CIK 1213206
Hunt Valley, MD
Position in BLDR
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$6,646,395
+$1,789,255 QoQ
Shares Held
74,278
+25.9% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
1.52%
of 13F equity value
Holder Rank
#146
of 666 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in BLDR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026MARATHON CAPITAL MANAGEMENT holds $12,118,321 across 2 Building Products & Equipment names. BLDR ranks #1 (54.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLDR |
Builders FirstSource, Inc.
This page
|
74,278 | $6,646,395 | |
| 2 | NPKI |
NPK International Inc.
|
343,930 | $5,471,926 |
All Filings in BLDR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,646,395 | 74,278 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $4,857,140 | 58,996 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,086,252 | 59,153 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $7,038,683 | 58,051 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,736,163 | 57,727 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||