Frank Sands's BLDR Position Overview
Frank Sands (via Sands Capital Management, LLC) currently holds 2.4M shares of Builders FirstSource, Inc. (BLDR) worth $294.75 M, representing 0.81% of the portfolio. First purchased in 2025-Q1, this short-term holding has been held for 3 quarters.
Based on 13F filings, Frank Sands has maintained this position in BLDR for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2025, adding 1.4M shares. Largest reduction occurred in Q2 2025, reducing 34.8K shares.
Analysis based on 13F filings available since 2013 Q2
Frank Sands's Builders FirstSource (BLDR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Builders FirstSource (BLDR) Trades by Frank Sands
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2025 | +1.05 M | New Buy | 1.05 M | $124.94 |
| Q2 2025 | -34,771 | Reduce 3.31% | 1.02 M | $116.69 |
| Q3 2025 | +1.41 M | Add 139.08% | 2.43 M | $121.25 |
Frank Sands's Builders FirstSource Investment FAQs
Frank Sands first purchased Builders FirstSource, Inc. (BLDR) in Q1 2025, acquiring 1,051,544 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Frank Sands has held Builders FirstSource, Inc. (BLDR) for 3 quarters since Q1 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Frank Sands's largest addition to Builders FirstSource, Inc. (BLDR) was in Q3 2025, adding 2,430,902 shares worth $294.75 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Frank Sands's firm, Sands Capital Management, LLC, owns 2,430,902 shares of Builders FirstSource, Inc. (BLDR), valued at approximately $294.75 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Builders FirstSource, Inc. (BLDR) represents approximately 0.81% of Frank Sands's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Frank Sands's peak holding in Builders FirstSource, Inc. (BLDR) was 2,430,902 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.