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Lodge Hill Capital, LLC

Position in BLDR — Builders FirstSource, Inc.

CIK 1598245 NEW YORK, NY

Position in BLDR

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$24,311,716
-$3,104,174 QoQ
Shares Held
271,700
-18.4% QoQ
Ownership
0.253%
of shares outstanding
% of Portfolio
4.09%
of 13F equity value
Holder Rank
#70
of 666 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in BLDR Over Time

Shares Held

Position Value (USD)

Position in Building Products & Equipment

Industrials · as of Jun 30, 2026

Lodge Hill Capital, LLC holds $115,284,838 across 3 Building Products & Equipment names. BLDR ranks #3 (21.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 BLDR
Builders FirstSource, Inc.
This page
271,700 $24,311,716

All Filings in BLDR

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18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $24,311,716 271,700
2026-03-31 $27,415,890 333,000
2025-12-31 $31,175,670 303,000
2025-09-30 $39,770,000 328,000
2025-06-30 $33,606,720 288,000
2025-03-31 $23,973,487 191,880
2024-12-31 $37,051,743 259,230
2024-09-30 $17,893,278 92,300
2024-06-30 $29,107,623 210,300
2024-03-31 $15,703,815 75,300
2023-12-31 $20,750,642 124,300
2023-09-30 $19,831,257 159,300
2023-06-30 $8,744,800 64,300
2023-03-31 $12,429,200 140,000
2022-12-31 $19,464,000 300,000
2022-09-30 $19,738,200 335,000
2022-06-30 $13,156,500 245,000
2022-03-31 $16,135,000 250,000