John Armitage's BLDR Position Overview
John Armitage (via Egerton Capital (Uk) Llp) currently holds 262.6K shares of Builders FirstSource, Inc. (BLDR) worth $0, representing 0.00% of the portfolio. First purchased in 2025-Q2, this recently established position has been held for 2 quarters.
Based on recent 13F filings, John Armitage has initiated a new position in BLDR, representing a fresh investment thesis on this company.
Analysis based on 13F filings available since 2013 Q2
John Armitage's Builders FirstSource (BLDR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Builders FirstSource (BLDR) Trades by John Armitage
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2025 | +262,628 | New Buy | 262,628 | $116.69 |
| Q3 2025 | -262,628 | Sold Out | 262,628 | $0.00 |
John Armitage's Builders FirstSource Investment FAQs
John Armitage first purchased Builders FirstSource, Inc. (BLDR) in Q2 2025, acquiring 262,628 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Armitage has held Builders FirstSource, Inc. (BLDR) for 2 quarters since Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Armitage's largest addition to Builders FirstSource, Inc. (BLDR) was in Q2 2025, adding 262,628 shares worth $30.65 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, John Armitage's firm, Egerton Capital (Uk) Llp, owns 262,628 shares of Builders FirstSource, Inc. (BLDR), valued at approximately $0. 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 0.00% of John Armitage'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.
John Armitage's peak holding in Builders FirstSource, Inc. (BLDR) was 262,628 shares, as reported at the end of Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.