BLDR fund manager activity
Builders FirstSource, Inc · NYSE. Reported by 19 tracked fund managers in their 13F filings, Q2 2013 to Q2 2026.
Q2 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Alex Roepers - Atlantic Investment Management | New | 119,000 | $13,886,110 | 7.09% | Aug 14, 2025 |
| Gavin Baker - Atreides Management | New | 322,151 | $37,591,800 | 1.04% | Aug 14, 2025 |
| Ron Baron - Baron Capital | New | 57,189 | $6,673,384 | 0.02% | Aug 14, 2025 |
| Glenn Greenberg - Brave Warrior Advisors | Added | 1,827,261 | $213,223,086 | 4.89% | Aug 14, 2025 |
| Stanley Druckenmiller - Duquesne Family Office | New | 85,065 | $9,926,000 | 0.25% | Aug 15, 2025 |
| John Armitage - Egerton Capital | New | 262,628 | $30,646,061 | 0.31% | Aug 12, 2025 |
| Ken Fisher - Fisher Asset Management | Trimmed | 145,755 | $17,008,176 | 0.01% | Aug 13, 2025 |
| Jeremy Grantham - GMO | Trimmed | 149,214 | $17,411,782 | 0.05% | Aug 13, 2025 |
| Francois Rochon - Giverny Capital | Added | 87,317 | $10,189,021 | 0.35% | Aug 13, 2025 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 128,370 | $14,979,495 | 0.09% | Aug 14, 2025 |
| Ruane Cunniff LP | Sold out | — | — | 0.00% | Aug 14, 2025 |
Q1 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Ron Baron - Baron Capital | Sold out | — | — | 0.00% | May 15, 2025 |
| Glenn Greenberg - Brave Warrior Advisors | New | 1,241,578 | $155,122,755 | 3.55% | May 15, 2025 |
| Ken Fisher - Fisher Asset Management | Trimmed | 187,252 | $23,395,352 | 0.01% | May 14, 2025 |
| Jeremy Grantham - GMO | Added | 203,746 | $25,456,025 | 0.08% | May 14, 2025 |
| Francois Rochon - Giverny Capital | New | 82,445 | $10,300,678 | 0.38% | Aug 12, 2025 |
| Joel Greenblatt - Gotham Asset Management | Added | 150,082 | $18,751,245 | 0.16% | May 15, 2025 |
| Ruane Cunniff LP | No change | 4,700 | $587,218 | 0.01% | May 15, 2025 |