Follow-The-Filings

Security · featured owners

BLDR Builders Firstsource Inc.

Industrials COM Equity as of 2026 Q2 among managers we track

  • 7 Owners
  • #213
  • Max 5.6%
  • Master 0.02%
  • $417M
  • 3 new 2 add 2 reduce 1 exit

BLDR (Builders Firstsource Inc.) is held in 7 featured 13F books as of 2026 Q2. Christopher Bloomstran - Semper Augustus Inve... is the largest tracked holder by portfolio weight (5.6%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 5.6% (Christopher Bloomstran - Semper Augustus Investments Group) · not free-float ownership

  1. Christopher Bloomstran add 5.6%
  2. Glenn Greenberg reduce 4.6%
  3. Dan Sundheim new 0.42%
  4. Bill Miller add 0.40%
  5. Francois Rochon reduce 0.28%
  6. Tweedy, Browne Co. new 0.13%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Glenn Greenberg - Brave Warrior Advisors 2026 Q2 4.6% Reduce −1.3% 2,340,571 $209M history
Dan Sundheim - D1 Capital Partners 2026 Q2 0.42% New 0.42% 1,639,222 $147M history
Christopher Bloomstran - Semper Augustus Investments Group 2026 Q2 5.6% Add +142.6% 553,722 $50M history
Francois Rochon - Giverny Capital 2026 Q2 0.28% Reduce −0.4% 91,464 $8M history
Tweedy, Browne Co. 2026 Q2 0.13% New 0.13% 19,598 $2M history
Bill Miller - Miller Value Partners 2026 Q2 0.40% Add +1.2% 19,115 $2M history
First Eagle Investment Management 2026 Q2 <0.01% New <0.01% 167 $15K history
George Soros - Soros Fund Management exited 2026 Q2 last 2026 Q1 <0.01% Exit 0.00% 2,656 $219K history

7 current · 1 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 5 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 5.02 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 5.02 Filing Doc
8-K 5.02,5.07,7.01,9.01 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 7 rows shown

Filed Form Detail Links
4 Period Sep 10, 2026 · 8 forms Filing Doc
4 Period Jul 18, 2026 · 3 forms Filing Doc
4 Period Jun 13, 2026 Filing Doc
4 Period Jun 5, 2026 Filing Doc
4 Period Jun 4, 2026 Filing Doc
4 Period Jun 1, 2026 · 9 forms Filing Doc
4 Period May 14, 2026 · 2 forms Filing Doc

Updated about 14 hours ago Source: SEC EDGAR submissions All on EDGAR

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 $0.435B
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 -$0.668B -$0.711B -$1.47B
Cash from financing -$1.65B -$1.07B $0.279B
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