Builders FirstSource Inc. (BLDR)

Sector:Services
Super Investor Stats:
Ownership count:6
Ownership rank:112
% of all portfolios:0.134%
Hold Price * :$89.48
History Portfolio Manager Activity ▼ Share change % change to portfolio
Q2  2026
≡ Christopher Bloomstran - Semper Augustus Add 142.64% 325,512 3.29
≡ Bill Miller - Miller Value Partners Add 1.18% 222 0.00
≡ Tweedy Browne Buy 19,598 0.13
≡ First Eagle Investment Management Buy 167 0.00
≡ Francois Rochon - Giverny Capital Reduce 0.38% 349 0.00
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 1.34% 31,721 0.06
Q1  2026
≡ Francois Rochon - Giverny Capital Add 2.03% 1,829 0.01
≡ Christopher Bloomstran - Semper Augustus Buy 228,210 2.24
≡ Bill Miller - Miller Value Partners Buy 18,893 0.41
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 0.29% 6,853 0.01
Q4  2025
≡ Glenn Greenberg - Brave Warrior Advisors Add 31.78% 573,764 1.38
≡ Francois Rochon - Giverny Capital Add 3.32% 2,888 0.01
Q3  2025
≡ Francois Rochon - Giverny Capital Reduce 0.25% 221 0.00
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 1.20% 21,880 0.06
≡ Alex Roepers - Atlantic Investment Management Sell 100.00% 119,000 7.09
≡ John Armitage - Egerton Capital Sell 100.00% 262,628 0.31
Q2  2025
≡ Glenn Greenberg - Brave Warrior Advisors Add 47.17% 585,683 1.57
≡ Francois Rochon - Giverny Capital Add 5.91% 4,872 0.02
≡ Alex Roepers - Atlantic Investment Management Buy 119,000 7.09
≡ John Armitage - Egerton Capital Buy 262,628 0.31
≡ Ruane Cunniff LP Sell 100.00% 4,700 0.01
Q1  2025
≡ Glenn Greenberg - Brave Warrior Advisors Buy 1,241,578 3.55
≡ Francois Rochon - Giverny Capital Buy 82,445 0.38
Q1  2024
≡ Bill Miller - Miller Value Partners Sell 100.00% 13,000 1.33
Q3  2023
≡ Bill Miller - Miller Value Partners Reduce 23.53% 4,000 0.32
Q2  2023
≡ Bill Miller - Miller Value Partners Reduce 20.93% 4,500 0.41
≡ Greg Alexander - Conifer Management Sell 100.00% 1,200,000 12.79
≡ Lee Ainslie - Maverick Capital Sell 100.00% 7,042 0.02
Q1  2023
≡ Lee Ainslie - Maverick Capital Reduce 16.98% 1,440 0.00
≡ Greg Alexander - Conifer Management Reduce 40.00% 800,000 8.53
Q4  2022
≡ Lee Ainslie - Maverick Capital Add 29.08% 1,911 0.00
≡ Bill Miller - Miller Value Partners Buy 21,500 0.09
≡ Greg Alexander - Conifer Management Reduce 20.00% 500,000 3.95
Q3  2022
≡ Lee Ainslie - Maverick Capital Buy 6,571 0.01
Q1  2022
≡ Greg Alexander - Conifer Management Reduce 16.67% 500,000 3.70
Q4  2021
≡ Greg Alexander - Conifer Management Reduce 30.18% 1,296,981 7.79
≡ Alex Roepers - Atlantic Investment Management Sell 100.00% 100,000 1.74
Q3  2021
≡ Alex Roepers - Atlantic Investment Management Buy 100,000 1.74
Q2  2021
≡ Greg Alexander - Conifer Management Reduce 8.52% 400,000 1.15
≡ Lee Ainslie - Maverick Capital Sell 100.00% 24,326 0.01
Q1  2021
≡ Greg Alexander - Conifer Management Reduce 6.06% 303,019 0.86
≡ Lee Ainslie - Maverick Capital Reduce 40.12% 16,299 0.01
Q4  2020
≡ Lee Ainslie - Maverick Capital Add 5.93% 2,275 0.00
≡ Greg Alexander - Conifer Management Reduce 30.56% 2,200,000 5.45
Q3  2020
≡ Lee Ainslie - Maverick Capital Buy 38,350 0.02
≡ Greg Alexander - Conifer Management Reduce 28.00% 2,800,000 6.40
Q1  2020
≡ Greg Alexander - Conifer Management Add 46.64% 3,180,360 3.06

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.