Chuck Royce's BLDR Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 73,121 shares of Builders FirstSource, Inc. (BLDR) worth $7.52 M, representing 0.08% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 quarters.
Based on 13F filings since 2013, Chuck Royce has maintained a long-term strategic position in BLDR, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2021, adding 376,726 shares. Largest reduction occurred in Q2 2015, reducing 720,115 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Builders FirstSource (BLDR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Builders FirstSource (BLDR) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -10,000 | Reduce 12.03% | 73,121 | $102.89 |
| Q2 2025 | -10,100 | Reduce 10.83% | 83,121 | $116.69 |
| Q2 2024 | -46,069 | Reduce 33.07% | 93,221 | $138.41 |
| Q1 2024 | -10,795 | Reduce 7.19% | 139,290 | $208.55 |
| Q4 2023 | -18,291 | Reduce 10.86% | 150,085 | $166.94 |
| Q3 2023 | -42,027 | Reduce 19.97% | 168,376 | $124.49 |
| Q2 2023 | -28,669 | Reduce 11.99% | 210,403 | $136.00 |
| Q1 2023 | -89,630 | Reduce 27.27% | 239,072 | $88.78 |
| Q4 2022 | +7,055 | Add 2.19% | 328,702 | $64.88 |
| Q3 2022 | -32,332 | Reduce 9.13% | 321,647 | $58.92 |
| Q2 2022 | -105,802 | Reduce 23.01% | 353,979 | $53.70 |
| Q1 2022 | +119,547 | Add 35.14% | 459,781 | $64.54 |
| Q4 2021 | -74,582 | Reduce 17.98% | 340,234 | $85.71 |
| Q3 2021 | +7,480 | Add 1.84% | 414,816 | $51.74 |
| Q2 2021 | -40,934 | Reduce 9.13% | 407,336 | $42.66 |
| Q1 2021 | +376,726 | Add 526.57% | 448,270 | $46.37 |
| Q4 2020 | -68,000 | Reduce 48.73% | 71,544 | $40.81 |
| Q3 2020 | -30,621 | Reduce 17.99% | 139,544 | $32.62 |
| Q2 2020 | +15,184 | Add 9.80% | 170,165 | $20.70 |
| Q1 2020 | +38,643 | Add 33.22% | 154,981 | $12.23 |
| Q4 2019 | -79,437 | Reduce 40.58% | 116,338 | $25.41 |
| Q3 2019 | -39,501 | Reduce 16.79% | 195,775 | $20.57 |
| Q2 2019 | +71,627 | Add 43.77% | 235,276 | $16.86 |
| Q1 2019 | -44,400 | Reduce 21.34% | 163,649 | $13.34 |
| Q4 2018 | +15,571 | Add 8.09% | 208,049 | $10.91 |
| Q3 2018 | -33,500 | Reduce 14.82% | 192,478 | $14.68 |
| Q2 2018 | -35,500 | Reduce 13.58% | 225,978 | $18.29 |
| Q1 2018 | -160,000 | Reduce 37.96% | 261,478 | $19.84 |
| Q4 2017 | -139,500 | Reduce 24.87% | 421,478 | $21.79 |
| Q3 2017 | -78,500 | Reduce 12.28% | 560,978 | $17.99 |
| Q2 2017 | +7,300 | Add 1.15% | 639,478 | $15.32 |
| Q1 2017 | +4,200 | Add 0.67% | 632,178 | $14.90 |
| Q4 2016 | +130,500 | Add 26.23% | 627,978 | $10.97 |
| Q3 2016 | -81,489 | Reduce 14.07% | 497,478 | $11.51 |
| Q2 2016 | -5,700 | Reduce 0.97% | 578,967 | $11.25 |
| Q1 2016 | +313,200 | Add 115.37% | 584,667 | $11.27 |
| Q4 2015 | -266,138 | Reduce 49.50% | 271,467 | $11.08 |
| Q3 2015 | -239,648 | Reduce 30.83% | 537,605 | $12.68 |
| Q2 2015 | -720,115 | Reduce 48.09% | 777,253 | $12.84 |
| Q1 2015 | +58,900 | Add 4.09% | 1.5 M | $6.67 |
| Q4 2014 | +4,000 | Add 0.28% | 1.44 M | $6.87 |
| Q3 2014 | +178,500 | Add 14.21% | 1.43 M | $5.45 |
| Q2 2014 | +62,517 | Add 5.24% | 1.26 M | $7.48 |
| Q1 2014 | -165,849 | Reduce 12.20% | 1.19 M | $9.11 |
| Q4 2013 | +93,100 | Add 7.35% | 1.36 M | $7.14 |
| Q3 2013 | -177,500 | Reduce 12.29% | 1.27 M | $5.88 |
| Q2 2013 | +1.44 M | Add 0.00% | 1.44 M | $5.98 |
Chuck Royce's Builders FirstSource Investment FAQs
Chuck Royce first purchased Builders FirstSource, Inc. (BLDR) in Q2 2013, acquiring 1,443,700 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held Builders FirstSource, Inc. (BLDR) for 51 quarters since Q2 2013.
Chuck Royce's largest addition to Builders FirstSource, Inc. (BLDR) was in Q2 2013, adding 1,443,700 shares worth $8.63 M.
According to the latest 13F filing for Q4 2025, Chuck Royce's firm, Royce & Associates Lp, owns 73,121 shares of Builders FirstSource, Inc. (BLDR), valued at approximately $7.52 M.
As of the Q4 2025 filing, Builders FirstSource, Inc. (BLDR) represents approximately 0.08% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in Builders FirstSource, Inc. (BLDR) was 1,497,368 shares, as reported at the end of Q1 2015.