BLDR fund manager activity
Builders FirstSource, Inc · NYSE. Reported by 19 tracked fund managers in their 13F filings, Q2 2013 to Q2 2026.
Q4 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Gavin Baker - Atreides Management | Sold out | — | — | 0.00% | Feb 17, 2026 |
| Ron Baron - Baron Capital | Sold out | — | — | 0.00% | Feb 17, 2026 |
| Glenn Greenberg - Brave Warrior Advisors | Added | 2,379,145 | $244,790,229 | 5.73% | Feb 17, 2026 |
| Ken Fisher - Fisher Asset Management | Sold out | — | — | 0.00% | Feb 9, 2026 |
| Jeremy Grantham - GMO | Added | 163,256 | $16,797,410 | 0.04% | Feb 17, 2026 |
| Francois Rochon - Giverny Capital | Added | 89,984 | $9,258,454 | 0.31% | Feb 13, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 137,912 | $14,189,766 | 0.05% | Feb 17, 2026 |
Q3 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Alex Roepers - Atlantic Investment Management | Sold out | — | — | 0.00% | Nov 14, 2025 |
| Gavin Baker - Atreides Management | Trimmed | 137,154 | $16,629,923 | 0.43% | Nov 14, 2025 |
| Ron Baron - Baron Capital | Added | 57,196 | $6,935,015 | 0.02% | Nov 14, 2025 |
| Glenn Greenberg - Brave Warrior Advisors | Trimmed | 1,805,381 | $218,902,446 | 5.08% | Nov 14, 2025 |
| Stanley Druckenmiller - Duquesne Family Office | Sold out | — | — | 0.00% | Nov 14, 2025 |
| John Armitage - Egerton Capital | Sold out | — | — | 0.00% | Nov 12, 2025 |
| Ken Fisher - Fisher Asset Management | Trimmed | 22,361 | $2,711,292 | 0.00% | Nov 12, 2025 |
| Jeremy Grantham - GMO | Trimmed | 145,904 | $17,690,860 | 0.05% | Nov 13, 2025 |
| Francois Rochon - Giverny Capital | Trimmed | 87,096 | $10,560,390 | 0.36% | Nov 17, 2025 |
| Joel Greenblatt - Gotham Asset Management | Added | 130,891 | $15,870,534 | 0.07% | Nov 14, 2025 |