Woodson Capital Management, LP
Position in BLDR — Builders FirstSource, Inc.
CIK 1697848
Greenwich, CT
Position in BLDR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,685,600
+$3,219,600 QoQ
Shares Held
220,000
+10.0% QoQ
Ownership
0.204%
of shares outstanding
% of Portfolio
3.33%
of 13F equity value
Holder Rank
#85
of 662 holders
Holding Since
Jun 2021
21 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, 2026Woodson Capital Management, LP holds $19,685,600 across 1 Building Products & Equipment name. BLDR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLDR |
Builders FirstSource, Inc.
This page
|
220,000 | $19,685,600 |
All Filings in BLDR
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,685,600 | 220,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $16,466,000 | 200,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,610,380 | 142,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $16,853,750 | 139,000 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $23,338,000 | 200,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $18,741,000 | 150,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $12,863,700 | 90,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $21,917,423 | 113,058 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $20,761,500 | 150,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $23,461,875 | 112,500 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $21,034,440 | 126,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $18,673,500 | 150,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $23,120,000 | 170,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $32,848,600 | 370,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $29,844,800 | 460,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $31,227,600 | 530,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $38,341,800 | 714,000 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $38,724,000 | 600,000 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $57,339,990 | 669,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $46,566,000 | 900,000 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $27,702,038 | 649,368 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||