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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 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 22 Jan 2026
Managers listing it
36
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 11 listed it in both
Shares listed
16,281,374
combined, among listed positions
Reported value
$1.7bn
combined, at the quarter end

Among the 92 comparable managers: 26 buyers (opened or added shares) and 12 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -6,407,409.

Managers listing BLDR in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

36 of 36 holders

ActionFiling
Fidelity (FMR LLC)3,476,283$358munder 0.1%Trimmed-7,928,98317 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP3,316,797$341m0.06%Added+73,83517 Feb 2026 (the filing on sec.gov)
Invesco Ltd2,102,080$216munder 0.1%Added+556,21019 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC1,280,988$132munder 0.1%Added+1,010,56117 Feb 2026 (the filing on sec.gov)
MFS Investment Management1,025,770$106munder 0.1%Trimmed-76,21622 Jan 2026 (the filing on sec.gov)
Capital World Investors768,084$79munder 0.1%Trimmed-43611 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd732,856$75munder 0.1%Added+58,59017 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC534,741$55m0.09%Newnew12 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC305,159$31munder 0.1%Added+302,32417 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP287,887$30munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Millennium Management LLC256,363$26munder 0.1%Added+228,82417 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC236,485$24munder 0.1%Trimmed-477,08427 Oct 2026 (the filing on sec.gov)
Jane Street Group LLC205,565$21munder 0.1%Added+177,48012 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC199,367$21m0.08%Added+78,66213 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP182,670$19munder 0.1%Added+148,99317 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc166,984$17munder 0.1%Trimmed-2,22017 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP163,243$17munder 0.1%Trimmed-437,21817 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP155,869$16munder 0.1%Added+123,21913 Feb 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC153,094$16m0.07%Added+146,63617 Feb 2026 (the filing on sec.gov)
Tudor Investment Corp117,722$12munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC110,537$11munder 0.1%Added+35,01517 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP107,200$11munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Winton Group Ltd83,208$8.6m0.30%Added+70,07711 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP60,670$6.2munder 0.1%Trimmed-40,40417 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.53,597$5.5munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, 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 (2)

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 →