BLDR position history
The shares of Builders FirstSource (BLDR) that Giverny Capital Inc. reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2025 Q1: 164,890 shares, $21M, 0.76% of portfolio, New
- 2025 Q2: 87,317 shares, $10M, 0.35% of portfolio, Reduce −47.0%
- 2025 Q3: 174,192 shares, $205M, 6.3% of portfolio, Add +99.5%
- 2025 Q4: 89,984 shares, $9.3M, 0.31% of portfolio, Reduce −48.3%
- 2026 Q1: 91,813 shares, $7.6M, 0.28% of portfolio, Add +2.0%
- 2026 Q2: 91,464 shares, $8.2M, 0.28% of portfolio, Reduce −0.4%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|