BLDR position history
The shares of Builders FirstSource (BLDR) that Brave Warrior Advisors, LLC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2025 Q1: 1,241,578 shares, $155M, 3.6% of portfolio, New
- 2025 Q2: 1,827,261 shares, $213M, 4.9% of portfolio, Add +47.2%
- 2025 Q3: 1,805,381 shares, $219M, 5.1% of portfolio, Reduce −1.2%
- 2025 Q4: 2,379,145 shares, $245M, 5.7% of portfolio, Add +31.8%
- 2026 Q1: 2,372,292 shares, $195M, 4.8% of portfolio, Reduce −0.3%
- 2026 Q2: 2,340,571 shares, $209M, 4.6% of portfolio, Reduce −1.3%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|