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 | |||||
| ≡ | Francois Rochon - Giverny Capital | Reduce 0.38% | 349 | 0.00 | |
| ≡ | Glenn Greenberg - Brave Warrior Advisors | Reduce 1.34% | 31,721 | 0.06 | |
| Q1  2026 | |||||
| ≡ | Glenn Greenberg - Brave Warrior Advisors | Reduce 0.29% | 6,853 | 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 | |||||
| ≡ | Ruane Cunniff LP | Sell 100.00% | 4,700 | 0.01 | |
| 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 | |||||
| ≡ | Greg Alexander - Conifer Management | Reduce 20.00% | 500,000 | 3.95 | |
| 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 | |
| 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 | |||||
| ≡ | Greg Alexander - Conifer Management | Reduce 30.56% | 2,200,000 | 5.45 | |
| Q3  2020 | |||||
| ≡ | Greg Alexander - Conifer Management | Reduce 28.00% | 2,800,000 | 6.40 | |
* "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.