Lee Ainslie - Maverick Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    239
Portfolio value:    $8,599,101,588
Holdings Activity Buys Sells    History
Holding/activity history for  Builders FirstSource, Inc. (BLDR)
← All BLDR superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q2 0 0.00 Sell 100.00% 0.02 $84.78–138.53 · VW $112.36i SEC
2023   Q1 7,042 0.02 Reduce 16.98% <0.01 $64.54–90.21 · VW $81.99i $625,189 SEC
2022   Q4 8,482 0.01 Add 29.08% <0.01 $53.79–70.00 · VW $62.53i $550,312 SEC
2022   Q3 6,571 0.01 Buy 0.01 $52.70–74.48 · VW $61.59i $387,000 SEC
2021   Q2 0 0.00 Sell 100.00% 0.01 $41.23–53.99 · VW $45.46i SEC
2021   Q1 24,326 0.01 Reduce 40.12% 0.01 $37.46–47.74 · VW $42.18i $1,128,000 SEC
2020   Q4 40,625 0.03 Add 5.93% <0.01 $29.73–42.84 · VW $35.94i $1,658,000 SEC
2020   Q3 38,350 0.02 Buy 0.02 $19.03–33.45 · VW $29.26i $1,251,000 SEC
Price snapshot:
Current price$73.51
52-week low$65.10
52-week high$151.03