BLDR Stock Ownership Activity

BUILDERS FIRSTSOURCE INC 13F holders

5 value investing gurus have made changes to the BUILDERS FIRSTSOURCE INC (BLDR) position according to the gurus' latest SEC quarterly report(s). BLDR has been bought (as a new position) by 2 guru(s), the number of BLDR shares has been increased by 2, decreased by 1 super investor(s).

Which gurus or hedge funds are buying BLDR now?

According to the latest SEC filing(s) BUILDERS FIRSTSOURCE INC (BLDR) has been bought by 4 gurus: Christopher Bloomstran - Semper Augustus Investments Group (new buy), Andrew Brenton - Turtle Creek Asset Management (added shares +40.43%), Bill Miller - Miller Value Partners (new buy) and Francois Rochon - Giverny Capital (added shares +2.03%).

To see more about who is investing in BUILDERS FIRSTSOURCE INC (BLDR), please go to the BLDR ownership page.

History
Name
Company
%
Activity
Share
Change
% change to
Portfolio
% of
Portfolio
2026 Q1 (5 results)
Christopher Bloomstran
Semper Augustus Investments Group
buy
+228,210
+2.24%
2.24%
Bill Miller
Miller Value Partners
buy
+18,893
+0.41%
0.41%
Andrew Brenton
Turtle Creek Asset Management
+40.43%
+27,350
+0.08%
0.29%
Francois Rochon
Giverny Capital
+2.03%
+1,829
+0.01%
0.28%
Glenn Greenberg
Brave Warrior Advisors
-0.29%
-6,853
-0.01%
4.83%
Current price: $74.26 9.80% AVG reported price*: $82.33
2025 Q4 (3 results)
Glenn Greenberg
Brave Warrior Advisors
+31.78%
+573,764
+1.38%
5.73%
Andrew Brenton
Turtle Creek Asset Management
+19.63%
+11,100
+0.05%
0.31%
Francois Rochon
Giverny Capital
+3.32%
+2,888
+0.01%
0.31%
Current price: $74.26 27.83% AVG reported price*: $102.89
2025 Q3 (5 results)
Francois Rochon
Giverny Capital
-0.25%
-221
-0.00%
0.36%
Glenn Greenberg
Brave Warrior Advisors
-1.20%
-21,880
-0.06%
5.08%
Andrew Brenton
Turtle Creek Asset Management
-15.09%
-10,050
-0.04%
0.21%
John Armitage
Egerton Capital
-100.00%
-262,628
-0.32%
0.00%
Alex Roepers
Atlantic Investment Management
-100.00%
-119,000
-7.97%
0.00%
Current price: $74.26 38.75% AVG reported price*: $121.25
2025 Q2 (5 results)
Alex Roepers
Atlantic Investment Management
buy
+119,000
+7.09%
0.00%
John Armitage
Egerton Capital
buy
+262,628
+0.31%
0.00%
Andrew Brenton
Turtle Creek Asset Management
+102.16%
+33,650
+0.11%
0.23%
Glenn Greenberg
Brave Warrior Advisors
+47.17%
+585,683
+1.57%
4.89%
Francois Rochon
Giverny Capital
+5.91%
+4,872
+0.02%
0.35%
Current price: $74.26 36.36% AVG reported price*: $116.69
2025 Q1 (3 results)
Francois Rochon
Giverny Capital
buy
+82,445
+0.38%
0.38%
Glenn Greenberg
Brave Warrior Advisors
buy
+1,241,578
+3.55%
3.55%
Andrew Brenton
Turtle Creek Asset Management
+72.10%
+13,800
+0.05%
0.12%
Current price: $74.26 40.56% AVG reported price*: $124.94
2024 Q4 (1 result)
Andrew Brenton
Turtle Creek Asset Management
+44.56%
+5,900
+0.02%
0.07%
Current price: $74.26 48.04% Reported price*: $142.93
2024 Q3 (1 result)
Andrew Brenton
Turtle Creek Asset Management
-48.76%
-12,600
-0.06%
0.06%
Current price: $74.26 61.69% Reported price*: $193.86
2024 Q2 (1 result)
Andrew Brenton
Turtle Creek Asset Management
+202.58%
+17,300
+0.06%
0.09%
Current price: $74.26 46.35% Reported price*: $138.41
2024 Q1 (2 results)
Andrew Brenton
Turtle Creek Asset Management
-33.49%
-4,300
-0.02%
0.04%
Bill Miller
Miller Value Partners
-100.00%
-13,000
-1.50%
0.00%
Current price: $74.26 64.39% AVG reported price*: $208.55
2023 Q4 (1 result)
Andrew Brenton
Turtle Creek Asset Management
-15.25%
-2,310
-0.01%
0.06%
Current price: $74.26 55.52% Reported price*: $166.94
2023 Q3 (2 results)
Andrew Brenton
Turtle Creek Asset Management
+12.22%
+1,650
+0.01%
0.05%
Bill Miller
Miller Value Partners
-23.53%
-4,000
-0.32%
1.04%
Current price: $74.26 40.35% AVG reported price*: $124.49
2023 Q2 (3 results)
Bill Miller
Miller Value Partners
-20.93%
-4,500
-0.41%
1.56%
Andrew Brenton
Turtle Creek Asset Management
-37.35%
-8,050
-0.03%
0.05%
Greg Alexander
Conifer Management
-100.00%
-1,200,000
-11.69%
0.00%
Current price: $74.26 45.40% AVG reported price*: $136.00
2023 Q1 (2 results)
Andrew Brenton
Turtle Creek Asset Management
+46.10%
+6,800
+0.02%
0.06%
Greg Alexander
Conifer Management
-40.00%
-800,000
-8.52%
0.00%
Current price: $74.26 16.36% AVG reported price*: $88.78
2022 Q4 (3 results)
Bill Miller
Miller Value Partners
buy
+21,500
+0.09%
0.09%
Andrew Brenton
Turtle Creek Asset Management
+268.75%
+10,750
+0.02%
0.03%
Greg Alexander
Conifer Management
-20.00%
-500,000
-3.95%
15.79%
Current price: $74.26 14.46% AVG reported price*: $64.88
2022 Q3 (2 results)
Andrew Brenton
Turtle Creek Asset Management
buy
+4,000
+0.01%
0.01%
Connor Haley
Alta Fox Capital Management
-100.00%
-55,000
-0.91%
0.00%
Current price: $74.26 25.86% AVG reported price*: $59.00
2022 Q2 (1 result)
Connor Haley
Alta Fox Capital Management
buy
+55,000
+0.62%
0.00%
Current price: $74.26 38.26% Reported price*: $53.71
2022 Q1 (1 result)
Greg Alexander
Conifer Management
-16.67%
-500,000
-3.70%
18.49%
Current price: $74.26 15.06% Reported price*: $64.54
2021 Q4 (3 results)
Greg Alexander
Conifer Management
-30.18%
-1,296,981
-7.78%
18.01%
Alex Roepers
Atlantic Investment Management
-100.00%
-100,000
-1.45%
0.00%
Quincy Lee
Ancient Art (Teton Capital)
-100.00%
-1,209,535
-7.05%
0.00%
Current price: $74.26 13.36% AVG reported price*: $85.71
2021 Q3 (2 results)
Alex Roepers
Atlantic Investment Management
buy
+100,000
+1.74%
0.00%
Quincy Lee
Ancient Art (Teton Capital)
-5.83%
-74,863
-0.41%
0.00%
Current price: $74.26 43.53% AVG reported price*: $51.74
2021 Q2 (1 result)
Greg Alexander
Conifer Management
-8.52%
-400,000
-1.15%
12.36%
Current price: $74.26 74.07% Reported price*: $42.66
2021 Q1 (2 results)
Quincy Lee
Ancient Art (Teton Capital)
+9.85%
+115,207
+0.52%
5.78%
Greg Alexander
Conifer Management
-6.06%
-303,019
-0.86%
13.38%
Current price: $74.26 60.15% AVG reported price*: $46.37
49 of 68

Shares, change to shares, sold shares - 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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.