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NYSE · Consumer Discretionary

BUILDERS FIRSTSOURCE INC BLDR

Builders FirstSource, Inc., together with its subsidiaries, provides building materials for professional builders in new residential construction and repair, and remodeling in the United States.

Sources StockAnalysis company profile stockanalysis.com
RETAIL: Building Materials

Company profile

Business mix

  • It offers manufactured products, such as factory-built substitutes for job-site framing, wood floor and roof trusses, wall panels, and engineered wood.
  • The company also provides millwork, including interior trim and custom features under the Synboard brand name.
  • In addition, it offers drafting, estimating, quoting, and virtual home design services to retailers, distributors, manufacturers, and homebuilders; dimensional lumber, plywood, and oriented strand board products used in on-site house framing.
  • The company was formerly known as BSL Holdings, Inc. and changed its name to Builders FirstSource, Inc. in October 1999.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in building products & equipment?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 5 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 27.95 FCF 10.88% Buyback 5.16%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Sands Capital Management Frank Sands 0.8% $215.8M 2026-03-31
Brave Warrior Advisors Glenn Greenberg 4.8% $195.3M 2026-03-31
Semper Augustus Investments Group Christopher Bloomstran 2.2% $18.8M 2026-03-31
Giverny Capital Francois Rochon 0.3% $7.6M 2026-03-31
Miller Value Partners Bill Miller 0.4% $1.6M 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 7 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 2 Share count unchanged
Increase amount $258.7M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +130.0% +3,087,715 / 2,375,567
Giverny Capital Francois Rochon 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Minor increase Shares 5.9% 13F value change -$111,657
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -0.3% 13F value change +$184.7M
13F 2025-12-31 Filed 2026-02-13
Minor increase Shares 3.3% 13F value change -$185.7M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 2.0% 13F value change -$1.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 82,445 Last 4 periods +9,368 (+11.4%) Total shares 91,813 Value $7.6M
Miller Value Partners Bill Miller 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$1.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +18,893 (New) Total shares 18,893 Value $1.6M
Semper Augustus Investments Group Christopher Bloomstran 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$18.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +228,210 (New) Total shares 228,210 Value $18.8M
Brave Warrior Advisors Glenn Greenberg 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 47.2% 13F value change +$58.1M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -1.2% 13F value change +$5.7M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 31.8% 13F value change +$25.9M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -0.3% 13F value change -$49.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,241,578 Last 4 periods +1,130,714 (+91.1%) Total shares 2,372,292 Value $195.3M
Sands Capital Management Frank Sands 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Minor reduction Shares -3.3% 13F value change -$12.7M
13F 2025-09-30 Filed 2025-11-13
Major increase Shares 139.1% 13F value change +$176.1M
13F 2025-12-31 Filed 2026-02-13
Minor increase Shares 13.5% 13F value change -$11.0M
13F 2026-03-31 Filed 2026-05-08
Minor reduction Shares -5.0% 13F value change -$68.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 1,051,544 Last 4 periods +1,569,541 (+149.3%) Total shares 2,621,085 Value $215.8M
Baillie Gifford legacy James Anderson 4 filing periods
13F 2025-03-31 Filed 2025-05-07
New Shares - 13F value change +$195.0M
13F 2025-06-30 Filed 2025-08-06
Minor reduction Shares -2.4% 13F value change -$17.2M
13F 2025-09-30 Filed 2025-10-31
Minor reduction Shares -3.6% 13F value change +$344,905
13F 2025-12-31 Filed 2026-01-23
Sold out Shares -100.0% 13F value change -$178.2M
Settlement As of 13F 2025-12-31 · Filed 2026-01-23
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0
Duquesne Family Office Stanley Druckenmiller 2 filing periods
13F 2025-06-30 Filed 2025-08-15
New Shares - 13F value change +$9,926
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$9,926
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0
Gotham Asset Management Joel Greenblatt 2 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$18.8M
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -14.5% 13F value change -$3.8M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 0 Last 4 periods +128,370 (New) Total shares 128,370 Value $15.0M
Bridgewater Associates Ray Dalio 2 filing periods
13F 2025-03-31 Filed 2025-05-14
New Shares - 13F value change +$37.2M
13F 2025-06-30 Filed 2025-08-13
Major reduction Shares -99.1% 13F value change -$36.9M
Settlement As of 13F 2025-06-30 · Filed 2025-08-13
Base shares 0 Last 4 periods +2,619 (New) Total shares 2,619 Value $305,611

Recent mentions

No public mentions.