BLDR
Builders FirstSource Inc
Builders FirstSource Inc historical holders
total: 10
Giverny Capital Builders FirstSource Inc transactions over time
- Total transactions:
- 5
- New positions:
- 1
- Added:
- 3
- Reduced:
- 1
- Held since:
- 2025 Q1
- Held for:
- 5 quarters
- Latest activity:
- 2026 Q1
Francois Rochon has been an institutional investor in Builders FirstSource Inc (BLDR) since 2025 Q1. According to 2026 Q1 report, Francois Rochon holds 91,813 shares with a market value of roughly $7.56M representing 0.28% of their equity portfolio. The fund/company first acquired BLDR in 2025 Q1, initially purchasing 82,445 shares. Since the initial investment, Giverny Capital has made 4 more transactions in this position.
Does Francois Rochon still hold BLDR?
Yes, Francois Rochon continues to hold Builders FirstSource Inc (BLDR). According to their 2026 Q1 report, they maintain a position of 91,813 shares valued at approximately $7.56M, representing 0.28% of their equity portfolio.
When did Francois Rochon first invest in BLDR?
Francois Rochon first invested in Builders FirstSource Inc (BLDR) in 2025 Q1 at the reported quarter-end price of $124.94 per share, acquiring 82,445 shares in their initial purchase.
What is Francois Rochon's average cost basis for BLDR?
Based on historical transaction data, Francois Rochon's estimated cost basis for Builders FirstSource Inc (BLDR) is approximately $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:
- $121.25
BLDR transactions history by Giverny Capital
5 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
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.