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Building Materials Holding Corp.

The Group's principal activity is to provide building materials, engineering, manufacturing and installation services to residential builders and contractors. The Group operates in two segments: BMC West and BMC Construction. BMC West markets and sells building products, manufactures building components and provides construction services to builders and contractors.

Our Take:

BMHC has been a steady performer since we introduced it to the portfolio in May. The stock has climbed from around 35 in February to 76.50 in July. We were fortunate to enter at 56. Since May, BMHC has been up 35.81%.


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