Polymer Capital Management (US) LLC

Position in BLDR — Builders FirstSource, Inc.

CIK 1973324 NEW YORK, NY

Back to BLDR Full portfolio

Position in BLDR

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$0

New position

Shares Held

0

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Derivatives in BLDR

reported options exposure · as of Mar 31, 2026

CallValue

$3,499,025

CallShares

42,500

PutValue

$0

PutShares

0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Building Products & Equipment

Industrials · as of Jun 30, 2026

Polymer Capital Management (US) LLC holds $3,802,027 across 5 Building Products & Equipment names.

#	Ticker	Company	Shares	Value (USD)
1	GFF	Griffon Corp	14,901	$1,453,294
2	JCI	Johnson Controls International plc	7,652	$1,118,033
3	TT	Trane Technologies plc	1,720	$844,795
4	CARR	CARRIER GLOBAL Corp	4,119	$302,128
5	JBI	Janus International Group, Inc.	15,095	$83,777

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,499,025	42,500	—	Call	Sole	2026-05-14
No filing history on record for this holder in this stock.

Polymer Capital Management (US) LLC

Position in BLDR

Derivatives in BLDR

Position in Building Products & Equipment

All Filings in BLDR