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BLDRConsumer DiscretionaryCommon Stock

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

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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).

Chart: Tracked capital in this stock

Aggregate buying and selling

Net share change reported each quarter

Chart: Aggregate buying and selling

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.

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

# Manager ↑ Fund Shares Value % of their portfolio QoQ Δ shares Δ shares % Est. Δ value ⓘChange in shares × this quarter's price
16 Bill Miller Miller Value Partners 19.11K $1.71M 0.4% Added +222 +1.2% +$19.86K
14 Boston Partners Boston Partners Global Investors 28.13K $2.52M 0.0% Reduced -1.6M -98.2% -$140.84M
11 Chuck Royce Royce & Associates 73.99K $6.62M 0.1% Added +865 +1.2% +$77.40K
18 David Shaw D.E. Shaw & Co. 2.77K $247.68K 0.0% New +2.8K — +$247.68K
3 Diamond Hill Diamond Hill Capital Management 1.51M $134.91M 1.1% Reduced -256.2K -14.5% -$22.93M
10 Francois Rochon Giverny Capital 91.46K $8.18M 0.3% Reduced -349 -0.4% -$31.23K
1 Glenn Greenberg Brave Warrior Advisors 2.34M $209.43M 4.6% Reduced -31.7K -1.3% -$2.84M
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
6 Ken Griffin Citadel Advisors 465.51K $41.65M 0.0% Reduced -71.8K -13.4% -$6.42M
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
4 Norges Bank Norges Bank Investment Management 860.96K $77.04M 0.0% — — — —
9 Parnassus Investments Parnassus Investments LLC 144.90K $12.97M 0.0% Reduced -4.4K -3.0% -$394.88K
12 Ray Dalio Bridgewater Associates 51.28K $4.59M 0.0% Added +47.2K +1162.5% +$4.23M
5 Robert Robotti Robotti & Co Advisors 510.16K $45.65M 7.4% Reduced -13.4K -2.6% -$1.20M
2 Sands Capital Sands Capital Management 2.28M $204.30M 0.8% Reduced -337.8K -12.9% -$30.23M
15 Tweedy, Browne & Co Tweedy, Browne Company LLC 19.60K $1.75M 0.1% New +19.6K — +$1.75M
13 Two Sigma Two Sigma Investments 41.22K $3.69M 0.0% Added +34.6K +526.8% +$3.10M
17 Wasatch Advisors Wasatch Advisors LP 10.80K $966.83K 0.0% Reduced -7.1K -39.7% -$635.31K

Sold out completely this quarter

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

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

Politician trades in BLDR

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

No politician trades match these filters.