Builders FirstSource, Inc
Held by 20 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 12008R107 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide
In plain English: 20 of the investors we track own this stock. In the latest quarter, 7 of them bought more of it and 14 sold some or all of theirs (3 bought it for the first time). That tells you what they did last quarter — not what the stock will do next.
Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer
Managers holding
20
0 vs last quarter (like-for-like)
Total value held
$809.66M
Across tracked managers
Average weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value).
0.7%
Of each manager's book
QoQ value ⓘLike-for-like: only managers that filed both quarters are compared, so a manager filing late (or confidentially) does not look like buying or selling. Includes price changes.
-$210.46M
-22.3% vs last quarter
Net shares bought
-3.3M
Est. net flow -$286.67M
Quarter activity
7 bought · 14 sold
3 new · 3 sold out
Tracked capital in this stock
Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).
Aggregate buying and selling
Net share change reported each quarter
Who owns BLDR?
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Who owns BLDR? — Q2 2026
Holders ranked by position size, with each one's quarter-over-quarter change.
Column filters
| # | Manager | Fund | Shares | Value ↓ | % of their portfolio | QoQ | Δ shares | Δ shares % | Est. Δ value ⓘChange in shares × this quarter's price |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Glenn Greenberg | Brave Warrior Advisors | 2.34M | $209.43M | 4.6% | Reduced | -31.7K | -1.3% | -$2.84M |
| 2 | Sands Capital | Sands Capital Management | 2.28M | $204.30M | 0.8% | Reduced | -337.8K | -12.9% | -$30.23M |
| 3 | Diamond Hill | Diamond Hill Capital Management | 1.51M | $134.91M | 1.1% | Reduced | -256.2K | -14.5% | -$22.93M |
| 4 | Norges Bank | Norges Bank Investment Management | 860.96K | $77.04M | 0.0% | — | — | — | — |
| 5 | Robert Robotti | Robotti & Co Advisors | 510.16K | $45.65M | 7.4% | Reduced | -13.4K | -2.6% | -$1.20M |
| 6 | Ken Griffin | Citadel Advisors | 465.51K | $41.65M | 0.0% | Reduced | -71.8K | -13.4% | -$6.42M |
| 7 | Israel Englander | Millennium Management | 354.52K | $31.72M | 0.0% | Reduced | -216.7K | -37.9% | -$19.39M |
| 8 | Jeremy Grantham | GMO | 240.41K | $21.51M | 0.0% | Reduced | -63.6K | -20.9% | -$5.69M |
| 9 | Parnassus Investments | Parnassus Investments LLC | 144.90K | $12.97M | 0.0% | Reduced | -4.4K | -3.0% | -$394.88K |
| 10 | Francois Rochon | Giverny Capital | 91.46K | $8.18M | 0.3% | Reduced | -349 | -0.4% | -$31.23K |
| 11 | Chuck Royce | Royce & Associates | 73.99K | $6.62M | 0.1% | Added | +865 | +1.2% | +$77.40K |
| 12 | Ray Dalio | Bridgewater Associates | 51.28K | $4.59M | 0.0% | Added | +47.2K | +1162.5% | +$4.23M |
| 13 | Two Sigma | Two Sigma Investments | 41.22K | $3.69M | 0.0% | Added | +34.6K | +526.8% | +$3.10M |
| 14 | Boston Partners | Boston Partners Global Investors | 28.13K | $2.52M | 0.0% | Reduced | -1.6M | -98.2% | -$140.84M |
| 15 | Tweedy, Browne & Co | Tweedy, Browne Company LLC | 19.60K | $1.75M | 0.1% | New | +19.6K | — | +$1.75M |
| 16 | Bill Miller | Miller Value Partners | 19.11K | $1.71M | 0.4% | Added | +222 | +1.2% | +$19.86K |
| 17 | Wasatch Advisors | Wasatch Advisors LP | 10.80K | $966.83K | 0.0% | Reduced | -7.1K | -39.7% | -$635.31K |
| 18 | David Shaw | D.E. Shaw & Co. | 2.77K | $247.68K | 0.0% | New | +2.8K | — | +$247.68K |
| 19 | LSV Asset Management | LSV Asset Management | 2.00K | $179.00K | 0.0% | Held | 0 | 0.0% | $0 |
| 20 | Matthew McLennan | First Eagle Investment Management | 167 | $14.94K | 0.0% | New | +167 | — | +$14.94K |
Column filters
| Manager | Fund | Shares sold | Value last quarter ↓ |
|---|---|---|---|
| Steve Cohen | Point72 Asset Management | -572.6K | $47.14M |
| Jim Simons | Renaissance Technologies | -220.2K | $18.13M |
| George Soros | Soros Fund Management | -2.7K | $218.67K |
Politician trades
Column filters
| Politician | Date | Ticker | Asset | Type | Reported range ⓘThe dollar range the politician reported. Exact amounts are not disclosed. | Est. size ⓘOur estimate only: the midpoint of the reported range. | Owner | Account ⓘSubholding Of: the account the trade was in, as named on the report (e.g. an IRA or a brokerage account). The same stock bought on the same day in different accounts is a separate trade in each account. | Filed ↓ | Filing delay ⓘDays between the trade and the report. Over 45 days is late under the STOCK Act. | Source |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Ro Khanna Politician | Sep 25, 2026 | BLDR | SP BUILDERS FIRSTSOURCE INC. CMN scanned | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | — | — | Oct 7, 2026 | 12 days | PTR ↗ |
| Ro Khanna Politician | Aug 24, 2026 | BLDR | BUILDERS FIRSTSOURCE INC, CMN scanned | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | — | Sep 4, 2026 | 11 days | PTR ↗ |
| Ro Khanna Politician | Aug 3, 2026 | BLDR | BUILDERS FIRSTSOURCE INC. EMN scanned | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | — | Sep 4, 2026 | 32 days | PTR ↗ |
| Ro Khanna Politician | Jul 7, 2026 | BLDR | ee BUILDERS FIRSTSOURCE INC CMIN scanned | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | — | — | Aug 7, 2026 | 31 days | PTR ↗ |
| Ro Khanna Politician | May 1, 2026 | BLDR | BUILDERS FIRSTSOURCE, INC. CMIN scanned | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | — | — | Jun 9, 2026 | 39 days | PTR ↗ |
| Ro Khanna Politician | May 27, 2026 | BLDR | BUILDERS FIRSTSOURCE, INC. CMN scanned | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | — | Jun 9, 2026 | 13 days | PTR ↗ |
| Ro Khanna Politician | Apr 24, 2026 | BLDR | SP . BUILDERS FIRSTSOURCE, INC. CMN scanned | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | — | — | May 11, 2026 | 17 days | PTR ↗ |
| Ro Khanna Politician | Jan 22, 2026 | BLDR | BUILDERS FIRSTSOURCE, INC. CMN scanned | Sale | $5,000,001 - $25,000,000 | Est. $15,000,000 (midpoint of reported range $5,000,001–$25,000,000) | — | — | Feb 6, 2026 | 15 days | PTR ↗ |
| Ro Khanna Politician | Dec 30, 2025 | BLDR | BUILDERS FIRSTSOURCE, INC. CMN scanned | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | — | Jan 6, 2026 | 7 days | PTR ↗ |
| Ro Khanna Politician | Aug 13, 2025 | BLDR | BUILDERS FIRSTSOURCE, INC. CMN scanned | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | — | — | Sep 9, 2025 | 27 days | PTR ↗ |
| Ro Khanna Politician | Aug 13, 2025 | BLDR | BUILDERS FIASTSOURCE, INC. CMN scanned | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | — | Sep 9, 2025 | 27 days | PTR ↗ |
| Ro Khanna Politician | May 19, 2025 | BLDR | BUILDERS FIRSTSOURCE, INC.CMN scanned | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | — | — | Jun 10, 2025 | 22 days | PTR ↗ |
| Ro Khanna Politician | Feb 19, 2025 | BLDR | BUILDERS FIRSTSOURCE, INC. CMIN scanned | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | — | — | Mar 6, 2025 | 15 days | PTR ↗ |
| Ro Khanna Politician | Dec 5, 2024 | BLDR | BUILDERS FIRSTSOURCE, INC. CMIN scanned | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | — | — | Jan 8, 2025 | 34 days | PTR ↗ |
| Ro Khanna Politician | Dec 16, 2024 | BLDR | BUILDERS FIRSTSOURCE, INC. CMIN scanned | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | — | — | Jan 8, 2025 | 23 days | PTR ↗ |
| Ro Khanna Politician | Dec 5, 2024 | BLDR | BUILDERS FIRSTSOURCE, INC. CMN scanned | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | — | Jan 8, 2025 | 34 days | PTR ↗ |
| Ro Khanna Politician | Aug 2, 2024 | BLDR | BUILDERS FIRSTSOURCE, INC. CMIN scanned | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | — | — | Sep 6, 2024 | 35 days | PTR ↗ |
| Ro Khanna Politician | Aug 5, 2024 | BLDR | BUILDERS FIRSTSOURCE, INC. CMIN scanned | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | — | — | Sep 6, 2024 | 32 days | PTR ↗ |
| Ro Khanna Politician | Aug 2, 2024 | BLDR | BUILDERS FIRSTSOURCE, INC. CMN scanned | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | — | Sep 6, 2024 | 35 days | PTR ↗ |
| Ro Khanna Politician | Aug 7, 2024 | BLDR | BUILDERS FIRSTSOURCE, INC, CMN scanned | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | — | Sep 6, 2024 | 30 days | PTR ↗ |
| Ro Khanna Politician | Aug 5, 2024 | BLDR | BUILDERS FIRSTSOURCE, INC. CMIN scanned | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | — | Sep 6, 2024 | 32 days | PTR ↗ |
| Ro Khanna Politician | Jul 19, 2024 | BLDR | BUILDERS FIRSTSQURCE, INC. CMIN scanned | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | — | — | Aug 7, 2024 | 19 days | PTR ↗ |