Bill Miller's BLDR Position Overview
Bill Miller (via Miller Value Partners, LLC) currently holds 18,893 shares of Builders FirstSource, Inc. (BLDR) worth $1.56 M, representing 0.41% of the portfolio. First purchased in 2022-Q4, this short-term holding has been held for 7 quarters.
Based on 13F filings, Bill Miller has maintained this position in BLDR for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 18,893 shares. Largest reduction occurred in Q1 2024, reducing 13,000 shares.
Analysis based on 13F filings available since 2013 Q2
Bill Miller's Builders FirstSource (BLDR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Builders FirstSource (BLDR) Trades by Bill Miller
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +18,893 | New Buy | 18,893 | $82.33 |
| Q1 2024 | -13,000 | Sold Out | 0 | $0.00 |
| Q3 2023 | -4,000 | Reduce 23.53% | 13,000 | $124.49 |
| Q2 2023 | -4,500 | Reduce 20.93% | 17,000 | $136.00 |
| Q4 2022 | +21,500 | New Buy | 21,500 | $64.88 |
Bill Miller's Builders FirstSource Investment FAQs
Bill Miller first purchased Builders FirstSource, Inc. (BLDR) in Q4 2022, acquiring 21,500 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Bill Miller has held Builders FirstSource, Inc. (BLDR) for 7 quarters since Q4 2022.
Bill Miller's largest addition to Builders FirstSource, Inc. (BLDR) was in Q4 2022, adding 21,500 shares worth $1.39 M.
According to the latest 13F filing for Q1 2026, Bill Miller's firm, Miller Value Partners, LLC, owns 18,893 shares of Builders FirstSource, Inc. (BLDR), valued at approximately $1.56 M.
As of the Q1 2026 filing, Builders FirstSource, Inc. (BLDR) represents approximately 0.41% of Bill Miller's publicly disclosed stock portfolio, making it one of their key holdings.
Bill Miller's peak holding in Builders FirstSource, Inc. (BLDR) was 21,500 shares, as reported at the end of Q4 2022.