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All holdings

Builders Firstsource

BLDR

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
6
In their latest 13F (Q3 2026)
See who
Value held
$271m
Combined value at quarter end
Last quarter
4 bought
2 sold or trimmed
Price at Q2 ’26 end
$89.48
+8.7% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+40.1%Q3 ’24
-26.3%Q4 ’24
-12.6%Q1 ’25
-6.6%Q2 ’25
+3.9%Q3 ’25
-15.1%Q4 ’25
-20.0%Q1 ’26
+8.7%Q2 ’26
Q3 ’24: +40.1%; Q4 ’24: -26.3%; Q1 ’25: -12.6%; Q2 ’25: -6.6%; Q3 ’25: +3.9%; Q4 ’25: -15.1%; Q1 ’26: -20.0%; Q2 ’26: +8.7%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

2Q4 ’23
1Q1 ’24
1Q2 ’24
1Q3 ’24
1Q4 ’24
3Q1 ’25
2Q2 ’25
2Q3 ’25
2Q4 ’25
4Q1 ’26
6Q2 ’26
0Q3 ’26
Q4 ’23: 2; Q1 ’24: 1; Q2 ’24: 1; Q3 ’24: 1; Q4 ’24: 1; Q1 ’25: 3; Q2 ’25: 2; Q3 ’25: 2; Q4 ’25: 2; Q1 ’26: 4; Q2 ’26: 6; Q3 ’26: 0

Counts the managers on this site whose 13F for that quarter includes Builders Firstsource.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding Builders Firstsource
Semper Augustus5.6%$49.5m$49.5mAdded +143%2 qtrs
Brave Warrior Advisors4.6%$209m$209mTrimmed -1.3%6 qtrs
Miller Value Partners0.4%$1.7m$1.7mAdded +1.2%2 qtrs
Giverny Capital0.3%$8.2m$8.2mTrimmed -0.4%6 qtrs
Tweedy, Browne0.1%$1.8m$1.8mNew1 qtr
First Eagle Investment Management0.0%$15k$15kNew1 qtr

Download the holders: CSV · JSON · Markdown

About the company

Sector
Consumer discretionary · Retail-Lumber & Other Building Materials Dealers
Incorporated in
Delaware
Financial year ends
31 December
Shares outstanding
108m at 23 Jul 2026
SEC filings
Annual reports and other filings on EDGAR

Revenue and profit

$1.5bn2013
$3.6bn2015
$7.0bn2017
$7.3bn2019
$20bn2021
$17bn2023
$15bn2025
2013: $1.5bn; 2014: $1.6bn; 2015: $3.6bn; 2016: $6.4bn; 2017: $7.0bn; 2018: $7.7bn; 2019: $7.3bn; 2020: $8.6bn; 2021: $20bn; 2022: $23bn; 2023: $17bn; 2024: $16bn; 2025: $15bn
Builders Firstsource revenue and net income by year
YearRevenueNet income
2025$15bn$435m
2024$16bn$1.1bn
2023$17bn$1.5bn
2022$23bn$2.7bn
2021$20bn$1.7bn
2020$8.6bn$314m
2019$7.3bn$222m
2018$7.7bn$205m
2017$7.0bn$38.8m
2016$6.4bn$144m
2015$3.6bn−$22.8m
2014$1.6bn$18.1m
2013$1.5bn−$42.7m

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.