# Builders Firstsource (BLDR): value investors who own it

6 value investors held Builders Firstsource in their Q3 2026 13F, led by Semper Augustus, Brave Warrior Advisors, Miller Value Partners, Giverny Capital…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Semper Augustus | 5.6% | $49.5m | Added +143% | 2 |
| Brave Warrior Advisors | 4.6% | $209m | Trimmed -1.3% | 6 |
| Miller Value Partners | 0.4% | $1.7m | Added +1.2% | 2 |
| Giverny Capital | 0.3% | $8.2m | Trimmed -0.4% | 6 |
| Tweedy, Browne | 0.1% | $1.8m | New | 1 |
| First Eagle Investment Management | 0.0% | $15k | New | 1 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/bldr). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.