Francois Rochon
Giverny Capital
Francois Rochon Builders FirstSource Inc stake
total: 126
Giverny Capital BLDR trades
- Total transactions:
- 6
- New positions:
- 1
- Added:
- 3
- Reduced:
- 2
- Held since:
- 2025 Q1
- Held for:
- 6 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Francois Rochon holds 91,464 Builders FirstSource Inc (BLDR) shares with a market value of roughly $8.18M accounting for 0.28% of the overall portfolio. To date, the estimated cost basis is nearly $122.97 for "buy" trades and estimated average "sell" price is $101.8. Giverny Capital first purchased BLDR in 2025 Q1, initially acquiring 82,445 shares. Since the initial investment in Builders FirstSource Inc (BLDR), Giverny Capital has made 5 more transactions.
When did Francois Rochon buy Builders FirstSource Inc (BLDR)?
Francois Rochon first invested in Builders FirstSource Inc (BLDR) in 2025 Q1 at the reported quarter-end price of $124.94 per share.
What's the cost basis of Giverny Capital's BLDR stake?
The estimated cost basis for Builders FirstSource Inc (BLDR) stake is around $122.97 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $122.96
- Weighted AVG sell price:
- $101.80
Francois Rochon's historical trades in Builders FirstSource Inc
6 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.28%
|
91,464
|
$89.48
|
$8,184,199
|
-0.38% (-349)
|
-0%
|
|
2026 Q1
|
0.28%
|
91,813
|
$82.33
|
$7,558,964
|
+2.03% (+1,829)
|
+0.01%
|
|
2025 Q4
|
0.31%
|
89,984
|
$102.89
|
$9,258,454
|
+3.32% (+2,888)
|
+0.01%
|
|
2025 Q3
|
0.36%
|
87,096
|
$121.25
|
$10,560,390
|
-0.25% (-221)
|
-0%
|
|
2025 Q2
|
0.35%
|
87,317
|
$116.69
|
$10,189,021
|
+5.91% (+4,872)
|
+0.02%
|
|
2025 Q1
|
0.38%
|
82,445
|
$124.94
|
$10,300,678
|
new
|
+0.38%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.