{
 "company": "Builders Firstsource",
 "ticker": "BLDR",
 "page": "https://www.moatshark.com/s/bldr",
 "note": "Source: SEC filings via moatshark. Values and changes are estimates; not investment advice.",
 "holders": [
  {
   "manager": "Semper Augustus",
   "moatshark_slug": "semper-augustus",
   "period": "2026-06-30",
   "portfolio_pct": 5.6,
   "value_usd": 49547045,
   "change": "ADD",
   "share_change_pct": 142.6,
   "quarters_held": 2
  },
  {
   "manager": "Brave Warrior Advisors",
   "moatshark_slug": "brave-warrior-advisors",
   "period": "2026-06-30",
   "portfolio_pct": 4.56,
   "value_usd": 209434293,
   "change": "REDUCE",
   "share_change_pct": -1.3,
   "quarters_held": 6
  },
  {
   "manager": "Miller Value Partners",
   "moatshark_slug": "miller-value-partners",
   "period": "2026-06-30",
   "portfolio_pct": 0.4,
   "value_usd": 1710410,
   "change": "ADD",
   "share_change_pct": 1.2,
   "quarters_held": 2
  },
  {
   "manager": "Giverny Capital",
   "moatshark_slug": "giverny-capital",
   "period": "2026-06-30",
   "portfolio_pct": 0.28,
   "value_usd": 8184199,
   "change": "REDUCE",
   "share_change_pct": -0.4,
   "quarters_held": 6
  },
  {
   "manager": "Tweedy, Browne",
   "moatshark_slug": "tweedy-browne",
   "period": "2026-06-30",
   "portfolio_pct": 0.13,
   "value_usd": 1753629,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "manager": "First Eagle Investment Management",
   "moatshark_slug": "first-eagle-investment-management",
   "period": "2026-06-30",
   "portfolio_pct": 0,
   "value_usd": 14943,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  }
 ]
}