Ray Dalio's BLDR Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 27,324 shares of Builders FirstSource, Inc. (BLDR) worth $3.31 M, representing 0.01% of the portfolio. First purchased in 2021-Q4, this medium-term investment has been held for 16 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in BLDR, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 295,888 shares. Largest reduction occurred in Q2 2025, reducing 295,139 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Builders FirstSource (BLDR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Builders FirstSource (BLDR) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2021 | +4,882 | New Buy | 4,882 | $85.62 |
| Q1 2022 | +3,337 | Add 68.35% | 8,219 | $64.48 |
| Q2 2022 | +196,973 | Add 2396.56% | 205,192 | $53.70 |
| Q3 2022 | -113,736 | Reduce 55.43% | 91,456 | $58.92 |
| Q4 2022 | +48,415 | Add 52.94% | 139,871 | $64.88 |
| Q1 2023 | +20,926 | Add 14.96% | 160,797 | $88.78 |
| Q2 2023 | -56,917 | Reduce 35.40% | 103,880 | $136.00 |
| Q3 2023 | +39,935 | Add 38.44% | 143,815 | $124.49 |
| Q4 2023 | +2,557 | Add 1.78% | 146,372 | $166.94 |
| Q1 2024 | -18,530 | Reduce 12.66% | 127,842 | $208.55 |
| Q2 2024 | -38,155 | Reduce 29.85% | 89,687 | $138.41 |
| Q3 2024 | -87,817 | Reduce 97.91% | 1,870 | $193.86 |
| Q4 2024 | -1,870 | Sold Out | 1,870 | $193.86 |
| Q1 2025 | +297,758 | New Buy | 297,758 | $124.94 |
| Q2 2025 | -295,139 | Reduce 99.12% | 2,619 | $116.69 |
| Q3 2025 | +24,705 | Add 943.30% | 27,324 | $121.25 |
Ray Dalio's Builders FirstSource Investment FAQs
Ray Dalio first purchased Builders FirstSource, Inc. (BLDR) in Q4 2021, acquiring 4,882 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Builders FirstSource, Inc. (BLDR) for 16 quarters since Q4 2021.
Ray Dalio's largest addition to Builders FirstSource, Inc. (BLDR) was in Q1 2025, adding 297,758 shares worth $37.2 M.
According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 27,324 shares of Builders FirstSource, Inc. (BLDR), valued at approximately $3.31 M.
As of the Q3 2025 filing, Builders FirstSource, Inc. (BLDR) represents approximately 0.01% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Builders FirstSource, Inc. (BLDR) was 297,758 shares, as reported at the end of Q1 2025.