BLDR fund manager activity
Builders FirstSource, Inc · NYSE. Reported by 19 tracked fund managers in their 13F filings, Q2 2013 to Q2 2026.
Q2 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Glenn Greenberg - Brave Warrior Advisors | Trimmed | 2,340,571 | $209,434,293 | 4.56% | Aug 14, 2026 |
| Dan Sundheim - D1 Capital Partners | New | 1,639,222 | $146,677,585 | 0.42% | Aug 14, 2026 |
| First Eagle Investment Management | New | 167 | $14,943 | 0.00% | Aug 24, 2026 |
| Jeremy Grantham - GMO | Trimmed | 240,411 | $21,511,976 | 0.05% | Aug 13, 2026 |
| Francois Rochon - Giverny Capital | Trimmed | 91,464 | $8,184,199 | 0.28% | Aug 26, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 227,956 | $20,397,503 | 0.05% | Aug 14, 2026 |
| Bill Miller - Miller Value Partners | Added | 19,115 | $1,710,410 | 0.40% | Aug 14, 2026 |
| Christopher Bloomstran - Semper Augustus | Added | 553,722 | $49,547,045 | 5.60% | Aug 14, 2026 |
| Tweedy Browne | New | 19,598 | $1,753,629 | 0.13% | Aug 7, 2026 |
Q1 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Glenn Greenberg - Brave Warrior Advisors | Trimmed | 2,372,292 | $195,310,800 | 4.83% | May 15, 2026 |
| Jeremy Grantham - GMO | Added | 304,029 | $25,030,707 | 0.06% | May 14, 2026 |
| Francois Rochon - Giverny Capital | Added | 91,813 | $7,558,964 | 0.28% | May 15, 2026 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 136,762 | $11,259,615 | 0.03% | May 15, 2026 |
| Bill Miller - Miller Value Partners | New | 18,893 | $1,555,461 | 0.41% | May 15, 2026 |
| Christopher Bloomstran - Semper Augustus | New | 228,210 | $18,788,529 | 2.24% | May 15, 2026 |