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BLDR Builders FirstSource

Industrials, filed as BUILDERS FIRSTSOURCE INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 4 managers in 2026 Q2, sold by 1

  • 7 Owners
  • #211
  • Max 5.6%
  • Master 0.02%
  • $417M
  • 3 new 1 add 1 exit 3 small

In 2026 Q2, 3 managers opened positions, 1 added, and 1 sold out.

Who owns this now

Largest portfolio weights among holders, up to 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%

Who owns BLDR

Sorted by value, long equity only, as of 2026 Q2.

History
Glenn Greenberg, Brave Warrior Advisors 4.6%, was 4.8% Small trim −1.3% 2,340,571 $209M History
Dan Sundheim, D1 Capital Partners 0.42% New 0.42% 1,639,222 $147M History
Christopher Bloomstran, Semper Augustus Investments Group 5.6%, was 2.2% Add +142.6% 553,722 $50M History
Francois Rochon, Giverny Capital 0.28% Small trim −0.4% 91,464 $8.2M History
Tweedy, Browne Co. 0.13% New 0.13% 19,598 $1.8M History
Bill Miller, Miller Value Partners 0.40% Small add +1.2% 19,115 $1.7M History
First Eagle Investment Management <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

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by BLDR's executives, directors and 10% owners in the last 12 months, from their Form 4s

All BLDR insider trades
  • $4.4M bought by 1 insider
  • $391K sold by 1 insider outside a trading plan
  • None no planned (10b5-1) sales
  1. David E Rush Director
    Sale
    $391K 5,000 shares at $78.17 3.9% of stake
    Traded May 8 Filed May 12
    ↗
  2. Paul S Levy Director
    Buy
    $4.4M 50,000 shares at $87.73 +3% to stake
    Traded Mar 13 Filed Mar 16
    ↗

Also filed in the last 12 months, not counted as buying or selling: 70 stock grants, 12 share withholdings for taxes, and 5 gifts.

SEC filings

Recent issuer filings from EDGAR, 8 shown.

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K/A 5.02 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.02 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 5.02 Filing Doc

Source: SEC EDGAR submissions, updated about 19 hours ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.