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BLDR: insider buying, 13F holders, analyst moves
Builders Firstsource Inc
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SEC Form 13F · Q2 2026
8 of our 100 managers hold BLDR
Combined reported value $450.3M; 1 sold out since Q1 2026.
Holders among our 100 managers: 5 in Q3 2023, 8 in Q2 2026.
| Manager | Value | % of portfolio | Change vs Q1 2026 |
|---|---|---|---|
| Brave Warrior Advisors | $209.4M | 4.56% | Trimmed |
| D1 Capital Partners | $146.7M | 0.42% | New |
| Semper Augustus Investments Group | $49.5M | 5.60% | Added |
| Samlyn Capital | $22.3M | 0.37% | Trimmed |
| Tudor Investment | $10.6M | 0.04% | New |
| Giverny Capital | $8.2M | 0.27% | Unchanged |
| Tweedy, Browne | $1.8M | 0.13% | New |
| Miller Value Partners | $1.7M | 0.40% | Added |
Important information
Facts from public SEC filings, shown for information only. Not a recommendation. Not individualized investment advice. Gulfstream Capital and its clients may hold positions in securities shown.