Builders FirstSource Inc (BLDR) grew to 5.6% of Christopher Bloomstran's Semper Augustus Investments Group portfolio in 2026 Q2, from 2.24%, according to the 13F-HR filed with the SEC on August 14, 2026. The share count rose 143% to 554K shares, and the position is worth about $49.5M and ranks 7th of 50 stocks by weight.
What did the 2026 Q2 filing report for BLDR?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Before | After | |
|---|---|---|
| Shares | 228K | 554K |
| Shares added | +326K (143%) | |
| Reported value | $18.8M | $49.5M |
| Portfolio weight | 2.24% | 5.6% |
| Rank in portfolio | 7th of 50 |
How much did Christopher Bloomstran add to BLDR?
Christopher Bloomstran added 326K shares of BLDR during 2026 Q2, taking the stake from 228K to 554K. The reported value of the position rose by about $30.8M, from about $18.8M to about $49.5M.
Where does BLDR sit in the Christopher Bloomstran portfolio?
BLDR ranks 7th of 50 stock positions in the Christopher Bloomstran portfolio at 5.6%, above the fund's average stock position of 2%. The largest stock position is BRK-B at 15.45%. Next come ALK at 10.58% and BRK-A at 10.16%. The three largest stocks together are 36.19% of the book. The BLDR addition was the largest of the quarter's 33 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Christopher Bloomstran reported 50 stock positions, with 7 opened and 1 closed. The total portfolio value is about $884.6M, up 6% from the prior quarter.
How long has Christopher Bloomstran held BLDR?
Christopher Bloomstran first reported BLDR in the quarter ended March 31, 2026. Every reported trade is on the Christopher Bloomstran BLDR trade history page.
Did other funds buy or sell BLDR in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 5 hold BLDR. Of those, 2 added to the position this quarter and 2 trimmed it. The largest buyers of BLDR this quarter were Andrew Brenton, Tweedy, Browne Co All Funds (US) and Bill Miller. The largest sellers were Glenn Greenberg and Francois Rochon. Every tracked holder of BLDR is on the BLDR ownership page.
FAQ
How many BLDR shares did Christopher Bloomstran buy in 2026 Q2?
Christopher Bloomstran added 326K shares of BLDR, a 143% increase, to 554K shares.
What is the BLDR position of Christopher Bloomstran worth now?
The BLDR position of Christopher Bloomstran is worth about $49.5M at June 30, 2026 prices, 5.6% of the portfolio.
Is BLDR a top holding of Christopher Bloomstran?
BLDR ranks 7th of 50 stock positions in the Christopher Bloomstran portfolio, at 5.6%.
Did other funds add to BLDR in 2026 Q2?
Among the 5 other tracked funds that hold BLDR, 2 added to it in 2026 Q2 and 2 trimmed it.