PICTON MAHONEY ASSET MANAGEMENT

Position in BLDR — Builders FirstSource, Inc.

CIK 1539041 Toronto, A6

Position in BLDR

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$14,074,935

+$13,991,618 QoQ

Shares Held

157,297

+15443.2% QoQ

Ownership

0.146%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#101

of 666 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

PICTON MAHONEY ASSET MANAGEMENT holds $22,344,455 across 7 Building Products & Equipment names. BLDR ranks #1 (63.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLDR	Builders FirstSource, Inc. This page	157,297	$14,074,935
2	ROCK	Gibraltar Industries, Inc.	62,487	$2,818,163
3	JCI	Johnson Controls International plc	15,931	$2,327,678
4	TT	Trane Technologies plc	2,589	$1,271,613
5	MAS	Masco Corp /De/	15,472	$1,258,956
6	GFF	Griffon Corp	6,050	$590,056
7	NPKI	NPK International Inc.	192	$3,054

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,074,935	157,297	+15443.2%	Shares	Sole	2026-08-13
2026-03-31	$83,317	1,012	-99.1%	Shares	Sole	2026-05-13
2025-12-31	$11,525,429	112,017	+18.2%	Shares	Sole	2026-02-11
2025-09-30	$11,493,530	94,792	-15.2%	Shares	Sole	2025-11-12
2025-06-30	$13,040,340	111,752	+43.1%	Shares	Sole	2025-08-12
2025-03-31	$9,757,314	78,096	-5.0%	Shares	Sole	2025-05-07
2024-12-31	$11,748,988	82,201	-21.4%	Shares	Sole	2025-04-02
2024-09-30	$20,275,235	104,587	+13.1%	Shares	Sole	2024-11-04
2024-06-30	$12,803,478	92,504	-0.8%	Shares	Sole	2024-07-31
2024-03-31	$19,437,694	93,204	+2.3%	Shares	Sole	2024-05-09
2023-12-31	$15,213,743	91,133	+64.6%	Shares	Sole	2024-02-06
2023-09-30	$6,890,770	55,352	-36.7%	Shares	Sole	2023-11-06
2023-06-30	$11,885,448	87,393	+27.6%	Shares	Sole	2023-08-03
2023-03-31	$6,079,654	68,480	—	Shares	Sole	2023-05-08
No filing history on record for this holder in this stock.