Robert Goldfarb - Ruane, Cunniff & Goldfarb
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    50
Portfolio value:    $6,028,259,104
Holdings Activity Buys Sells    History
Holding/activity history for  Builders FirstSource Inc. (BLDR)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q2 0 0.00 Sell 100.00% 0.01 SEC
2025   Q1 4,700 0.01 $124.94 $587,218 SEC
2024   Q4 4,700 0.01 $142.93 $671,771 SEC
2024   Q3 4,700 0.01 $193.86 $911,142 SEC
2024   Q2 4,700 0.01 $138.41 $650,527 SEC
2024   Q1 4,700 0.02 $208.55 $980,185 SEC
2023   Q4 4,700 0.01 Reduce 18.97% <0.01 $166.94 $784,618 SEC
2023   Q3 5,800 0.01 $124.49 $722,042 SEC
2023   Q2 5,800 0.01 Reduce 88.39% 0.06 $136.00 $788,800 SEC
2023   Q1 49,975 0.07 Add 11.05% <0.01 $88.78 $4,436,781 SEC
2022   Q4 45,002 0.05 Reduce 1.63% <0.01 $64.88 $2,919,730 SEC
2022   Q3 45,747 0.04 Add 4.66% <0.01 $58.91 $2,695,000 SEC
2022   Q2 43,712 0.03 Reduce 9.38% <0.01 $53.69 $2,347,000 SEC
2022   Q1 48,238 0.03 Reduce 1.14% <0.01 $64.53 $3,113,000 SEC
2021   Q4 48,792 0.04 Reduce 29.35% <0.01 $85.71 $4,182,000 SEC
2021   Q3 69,060 0.03 Add 0.30% <0.01 $51.74 $3,573,000 SEC
2021   Q2 68,851 0.03 Reduce 3.74% <0.01 $42.66 $2,937,000 SEC
2021   Q1 71,523 0.03 Reduce 8.40% <0.01 $46.38 $3,317,000 SEC
2020   Q4 78,084 0.03 Reduce 1.73% <0.01 $40.82 $3,187,000 SEC
2020   Q3 79,461 0.03 Reduce 0.13% $32.62 $2,592,000 SEC
2020   Q2 79,562 0.02 Reduce 1.63% <0.01 $20.70 $1,647,000 SEC
2020   Q1 80,881 0.02 Add 10.61% <0.01 $12.23 $989,000 SEC
2019   Q4 73,121 0.02 Add 0.18% $25.41 $1,858,000 SEC
2019   Q3 72,991 0.02 Reduce 0.67% <0.01 $20.58 $1,502,000 SEC
2019   Q2 73,480 0.02 Reduce 99.15% 1.17 $16.86 $1,239,000 SEC
2019   Q1 8,673,480 1.18 Add 0.12% <0.01 $13.34 $115,704,000 SEC
2018   Q4 8,663,480 1.04 Add 13.80% 0.13 $10.91 $94,519,000 SEC
2018   Q3 7,612,894 1.03 Add 35.77% 0.27 $14.68 $111,757,000 SEC
2018   Q2 5,607,377 0.92 Add 39.93% 0.26 $18.29 $102,559,000 SEC
2018   Q1 4,007,377 0.72 $19.61 $78,585,000 SEC