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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
31 Mar 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 13 May 2024
Managers listing it
20
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q4 2023 and Q1 2024; 19 listed it in both
Shares listed
18,814,840
combined, among listed positions
Reported value
$3.9bn
combined, at the quarter end

Among the 93 comparable managers: 5 buyers (opened or added shares) and 13 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing BLDR in Q1 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

20 of 20 holders

ActionFiling
Wellington Management Group LLP5,940,752$1.2bn0.22%Trimmed-2,262,27215 May 2024 (the filing on sec.gov)
Fidelity (FMR LLC)4,804,030$1.0bn0.07%Added+2,328,9595 Nov 2026 (the filing on sec.gov)
Invesco Ltd1,830,809$382m0.08%Trimmed-160,08614 May 2024 (the filing on sec.gov)
AllianceBernstein LP1,768,289$369m0.13%Trimmed-127,27514 May 2024 (the filing on sec.gov)
Capital World Investors760,228$159munder 0.1%Held014 May 2024 (the filing on sec.gov)
AQR Capital Management LLC657,306$137m0.23%Trimmed-538,28515 May 2024 (the filing on sec.gov)
Millennium Management LLC500,922$104munder 0.1%Addedn.a.15 May 2024 (the filing on sec.gov)
Balyasny Asset Management LLC495,803$103m0.18%Trimmed-26,64313 May 2024 (the filing on sec.gov)
Arrowstreet Capital LP469,926$98m0.09%Added+131,22015 May 2024 (the filing on sec.gov)
Neuberger Berman Group LLC412,307$86m0.07%Trimmed-38,99914 Nov 2024 (the filing on sec.gov)
Point72 Asset Management LP371,437$77m0.19%Trimmed-136,23515 May 2024 (the filing on sec.gov)
MFS Investment Management268,368$56munder 0.1%Trimmed-24,69014 May 2024 (the filing on sec.gov)
Man Group PLC209,540$44m0.11%Added+25,21515 May 2024 (the filing on sec.gov)
Bridgewater Associates LP127,842$27m0.13%Trimmed-18,53014 May 2024 (the filing on sec.gov)
Hudson Bay Capital Management LP52,240$11m0.06%Trimmed-13,50015 May 2024 (the filing on sec.gov)
Moore Capital Management LP49,369$10m0.16%Trimmed-1,81215 May 2024 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC44,786$9.3m0.06%Trimmed-193,44915 May 2024 (the filing on sec.gov)
Verition Fund Management LLC43,466$9.1m0.06%Added+17,49414 May 2024 (the filing on sec.gov)
Ruane Cunniff & Goldfarb LP4,700$980kunder 0.1%Held015 May 2024 (the filing on sec.gov)
Brevan Howard Capital Management LP2,720$567kunder 0.1%Trimmed-3,04915 May 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2023 to Q1 2024, 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 (0)

No new position among listed positions.

Exited (0)

No exit shown by a manager’s own filing.

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 →