Follow-The-Filings

Security

BLDR

Builders Firstsource Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

19 owners 3 new 1 exit max 4.8% (Glenn Greenberg - Brave W...)

grid → activity →
owners 19
max % 4.8%
tracked value $3.4B
qoq N 3 A 5 R 9 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Glenn Greenberg - Brave Warrior Advisors, LLC 2026 Q1 4.8% Reduce -0.90 pp 2,372,292 $195M hist
Christopher Bloomstran - Semper Augustus Investments Group LLC 2026 Q1 2.2% New 2.2% 228,210 $19M hist
Bill Miller - Miller Value Partners, LLC 2026 Q1 0.4% New 0.4% 18,893 $1.6B hist
Francois Rochon - Giverny Capital Inc. 2026 Q1 0.3% Add -0.03 pp 91,813 $8M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.1% Add +0.05 pp 776,133 $64M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.1% Add +0.03 pp 572,626 $47M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce -0.01 pp 235,549 $19M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.03 pp 182,670 $19M hist
Renaissance Technologies LLC 2026 Q1 0.0% Reduce -0.06 pp 220,241 $18M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce -0.02 pp 136,762 $11M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 12,377,575 $1.3B hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add +0.01 pp 571,262 $47M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.01 pp 1,061,995 $109M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.01 pp 537,269 $44M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 138,749 $11M hist
Natixis Advisors, LLC 2026 Q1 0.0% Reduce 0.00 pp 22,877 $2M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% New 0.0% 4,062 $334 hist
George Soros - Soros Fund Management LLC 2026 Q1 0.0% Reduce -0.01 pp 2,656 $219 hist
Ancora Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 5 — hist
D. E. Shaw & Co., Inc. exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 53,597 $6M hist

19 current · 1 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $17.1B $16.4B $15.19B
Gross profit $6.01B $5.38B $4.62B
Gross margin * 35.2% 32.8% 30.4%
Net income $1.54B $1.08B $435.2M
Net margin * 9.0% 6.6% 2.9%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $3.3B $3.14B $2.93B
Total non-current assets * $7.2B $7.44B $8.31B
Total assets $10.5B $10.58B $11.24B
Total current liabilities $1.86B $1.78B $1.57B
Total non-current liabilities * $3.9B $4.51B $5.31B
Total equity $4.73B $4.3B $4.35B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $2.31B $1.87B $1.22B
Cash from investing -$668.29M -$710.72M -$1.47B
Cash from financing -$1.65B -$1.07B $279.42M
Net change in cash * -$14.29M $87.47M $28.13M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders