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BLDR in the 13F filings

Builders Firstsource Inc · CUSIP 12008R107

Sector · Consumer discretionary
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
30 Jun 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 3 Aug 2026
Managers listing it
32
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 9 listed it in both
Shares listed
16,803,167
combined, among listed positions
Reported value
$1.5bn
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 20 buyers (opened or added shares) and 19 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +981,027.

Managers listing BLDR in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

32 of 32 holders

ActionFiling
Wellington Management Group LLP3,465,251$310m0.05%Trimmed-214,20614 Aug 2026 (the filing on sec.gov)
Invesco Ltd3,346,367$299munder 0.1%Added+742,04514 Aug 2026 (the filing on sec.gov)
D1 Capital Partners LP1,639,222$147m0.42%Newnew14 Aug 2026 (the filing on sec.gov)
Holocene Advisors LP1,066,869$95m0.22%Added+503,98814 Aug 2026 (the filing on sec.gov)
Capital World Investors1,005,583$90munder 0.1%Added+226,38512 Aug 2026 (the filing on sec.gov)
Arrowstreet Capital LP915,658$82munder 0.1%Added+632,49413 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd826,290$74munder 0.1%Added+137,54514 Aug 2026 (the filing on sec.gov)
MFS Investment Management809,251$72munder 0.1%Trimmed-209,3643 Aug 2026 (the filing on sec.gov)
Fidelity (FMR LLC)795,290$71munder 0.1%Trimmed-471,01413 Aug 2026 (the filing on sec.gov)
Capital Research Global Investors593,700$53munder 0.1%Newnew12 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC465,506$42munder 0.1%Trimmed-71,7632 Sep 2026 (the filing on sec.gov)
Millennium Management LLC354,523$32munder 0.1%Trimmed-216,73914 Aug 2026 (the filing on sec.gov)
Neuberger Berman Group LLC244,625$22munder 0.1%Trimmed-322,67327 Oct 2026 (the filing on sec.gov)
Susquehanna International Group LLP191,490$17munder 0.1%Added+65,86314 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc167,494$15munder 0.1%Added+2,34814 Aug 2026 (the filing on sec.gov)
Marshall Wace LLP139,552$12munder 0.1%Trimmed-636,58113 Aug 2026 (the filing on sec.gov)
Moore Capital Management LP139,385$12m0.18%Trimmed-102,40814 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC133,091$12munder 0.1%Trimmed-5,65814 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP133,272$11munder 0.1%Trimmed-1,71314 Aug 2026 (the filing on sec.gov)
Tudor Investment Corp118,626$11munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Bridgewater Associates LP51,283$4.6munder 0.1%Added+47,22114 Aug 2026 (the filing on sec.gov)
Two Sigma Investments LP41,224$3.7munder 0.1%Added+34,64714 Aug 2026 (the filing on sec.gov)
Walleye Capital LLC39,793$3.6munder 0.1%Newnew3 Aug 2026 (the filing on sec.gov)
Man Group PLC37,446$3.4munder 0.1%Added+2,38414 Aug 2026 (the filing on sec.gov)
Squarepoint Ops LLC30,329$2.7munder 0.1%Added+27,38914 Aug 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (8)

Exited (7)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
19 in Q3 2024 to 12 in Q2 2026

Tracked managers listing it, at least.

0102030201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
BLDR by quarter
QuarterHoldersReported valueBuyersSellers
Q4 20131$78kn.a.n.a.
Q2 20151$12mn.a.n.a.
Q3 20153$4.3mn.a.n.a.
Q4 20151$3.8mn.a.n.a.
Q1 20162$13mn.a.n.a.
Q2 20164$78mn.a.n.a.
Q3 20163$59mn.a.n.a.
Q4 20161$55mn.a.n.a.
Q1 20176$118mn.a.n.a.
Q2 20173$118mn.a.n.a.
Q3 20176$175mn.a.n.a.
Q4 20175$144mn.a.n.a.
Q1 20189$222mn.a.n.a.
Q2 20182$109mn.a.n.a.
Q3 20185$128mn.a.n.a.
Q4 20182$95mn.a.n.a.
Q1 20194$127mn.a.n.a.
Q2 20195$42mn.a.n.a.
Q3 20196$115mn.a.n.a.
Q4 201911$301mn.a.n.a.
Q1 20208$136mn.a.n.a.
Q2 20207$165mn.a.n.a.
Q3 20209$128mn.a.n.a.
Q4 20206$430mn.a.n.a.
Q1 20219$1.4bnn.a.n.a.
Q2 202113$1.6bnn.a.n.a.
Q3 202111$1.9bnn.a.n.a.
Q4 202118$3.1bnn.a.n.a.
Q1 202218$2.2bnn.a.n.a.
Q2 202213$1.5bnn.a.n.a.
Q3 202214$2.0bnn.a.n.a.
Q4 202214$1.9bnn.a.n.a.
Q1 202318$2.7bnn.a.n.a.
Q2 202320$3.0bnn.a.n.a.
Q3 202317$2.6bnn.a.n.a.
Q4 202324$3.4bn1310
Q1 202420$3.9bn513
Q2 202418$2.6bn117
Q3 202419$4.7bn118
Q4 202415$3.1bn89
Q1 202515$2.9bn94
Q2 202517$2.6bn125
Q3 202512$2.4bn58
Q4 202514$713m2612
Q1 202614$777m2018
Q2 202612$941m2019

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

BLDR and AMZN →BLDR and TSLA →BLDR and HD →Choose a stock to compare with BLDR →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own BLDR, latest filings →Back to the 13F Explorer →