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 3 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 5 gurus: Glenn Greenberg - Brave Warrior Advisors (added shares +47.17%), John Armitage - Egerton Capital (new buy), Alex Roepers - Atlantic Investment Management (new buy), Andrew Brenton - Turtle Creek Asset Management (added shares +102.16%) and Francois Rochon - Giverny Capital (added shares +5.91%).

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
2025 Q2 (5 results)
John Armitage
Egerton Capital
buy
+262,628
+0.31%
0.31%
Alex Roepers
Atlantic Investment Management
buy
+119,000
+7.09%
7.09%
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: $136.88 17.30% 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: $136.88 9.56% 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: $136.88 4.23% Reported price*: $142.93
2024 Q3 (1 result)
Andrew Brenton
Turtle Creek Asset Management
-48.76%
-12,600
-0.06%
0.06%
Current price: $136.88 29.39% Reported price*: $193.86
2024 Q2 (1 result)
Andrew Brenton
Turtle Creek Asset Management
+202.58%
+17,300
+0.06%
0.09%
Current price: $136.88 1.11% 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: $136.88 34.37% 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: $136.88 18.01% 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: $136.88 9.95% 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: $136.88 0.65% 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: $136.88 54.18% 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: $136.88 110.97% 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: $136.88 132.00% AVG reported price*: $59.00
2022 Q2 (1 result)
Connor Haley
Alta Fox Capital Management
buy
+55,000
+0.62%
0.00%
Current price: $136.88 154.85% Reported price*: $53.71
2022 Q1 (1 result)
Greg Alexander
Conifer Management
-16.67%
-500,000
-3.70%
18.49%
Current price: $136.88 112.09% 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: $136.88 59.70% 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: $136.88 164.55% AVG reported price*: $51.74
2021 Q2 (1 result)
Greg Alexander
Conifer Management
-8.52%
-400,000
-1.15%
12.36%
Current price: $136.88 220.86% 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: $136.88 195.19% AVG reported price*: $46.37
2020 Q4 (2 results)
Quincy Lee
Ancient Art (Teton Capital)
+4.47%
+50,000
+0.20%
4.69%
Greg Alexander
Conifer Management
-30.56%
-2,200,000
-5.45%
12.38%
Current price: $136.88 235.41% AVG reported price*: $40.81
2020 Q3 (2 results)
Quincy Lee
Ancient Art (Teton Capital)
+53.03%
+387,860
+1.74%
5.01%
Greg Alexander
Conifer Management
-28.00%
-2,800,000
-6.40%
16.45%
Current price: $136.88 319.62% AVG reported price*: $32.62
2020 Q2 (1 result)
Quincy Lee
Ancient Art (Teton Capital)
-19.25%
-174,361
-0.66%
2.78%
Current price: $136.88 561.24% Reported price*: $20.70
2020 Q1 (2 results)
Quincy Lee
Ancient Art (Teton Capital)
+134.63%
+519,685
+1.03%
1.79%
Greg Alexander
Conifer Management
+46.64%
+3,180,360
+3.06%
9.63%
Current price: $136.88 1,019.20% AVG reported price*: $12.23
2019 Q4 (2 results)
Greg Alexander
Conifer Management
buy
+6,819,640
+8.29%
8.29%
Quincy Lee
Ancient Art (Teton Capital)
-46.88%
-340,709
-1.29%
1.46%
Current price: $136.88 438.70% AVG reported price*: $25.41
2019 Q3 (1 result)
Quincy Lee
Ancient Art (Teton Capital)
-19.60%
-177,200
-0.60%
2.48%
Current price: $136.88 565.28% Reported price*: $20.57
2019 Q2 (1 result)
Quincy Lee
Ancient Art (Teton Capital)
-10.94%
-111,011
-0.30%
2.42%
Current price: $136.88 711.86% Reported price*: $16.86
2018 Q4 (1 result)
Quincy Lee
Ancient Art (Teton Capital)
+115.59%
+544,156
+1.19%
2.22%
Current price: $136.88 1,154.61% Reported price*: $10.91
2018 Q3 (1 result)
Quincy Lee
Ancient Art (Teton Capital)
buy
+470,771
+1.37%
1.37%
Current price: $136.88 832.41% Reported price*: $14.68
2017 Q3 (1 result)
Quincy Lee
Ancient Art (Teton Capital)
-100.00%
-1,651,640
-4.74%
0.00%
Current price: $136.88 793.48% Reported price*: $15.32
50 of 55

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.