Diamond Hill Capital's BLDR Position Overview
Diamond Hill Capital (via Diamond Hill Capital Management INC) currently holds 1.7M shares of Builders FirstSource, Inc. (BLDR) worth $200.19 M, representing 0.95% of the portfolio. First purchased in 2024-Q3, this short-term holding has been held for 5 quarters.
Based on 13F filings, Diamond Hill Capital has maintained this position in BLDR for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2024, adding 623.6K shares. Largest reduction occurred in Q3 2025, reducing 885.0K shares.
Analysis based on 13F filings available since 2013 Q2
Diamond Hill Capital's Builders FirstSource (BLDR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Builders FirstSource (BLDR) Trades by Diamond Hill Capital
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2024 | +1.32 M | New Buy | 1.32 M | $193.86 |
| Q4 2024 | +623,583 | Add 47.25% | 1.94 M | $142.93 |
| Q1 2025 | +326,923 | Add 16.82% | 2.27 M | $124.94 |
| Q2 2025 | +265,670 | Add 11.70% | 2.54 M | $116.69 |
| Q3 2025 | -884,965 | Reduce 34.90% | 1.65 M | $121.25 |
Diamond Hill Capital's Builders FirstSource Investment FAQs
Diamond Hill Capital first purchased Builders FirstSource, Inc. (BLDR) in Q3 2024, acquiring 1,319,856 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Diamond Hill Capital has held Builders FirstSource, Inc. (BLDR) for 5 quarters since Q3 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Diamond Hill Capital's largest addition to Builders FirstSource, Inc. (BLDR) was in Q3 2024, adding 1,319,856 shares worth $255.87 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Diamond Hill Capital's firm, Diamond Hill Capital Management INC, owns 1,651,067 shares of Builders FirstSource, Inc. (BLDR), valued at approximately $200.19 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Builders FirstSource, Inc. (BLDR) represents approximately 0.95% of Diamond Hill Capital's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Diamond Hill Capital's peak holding in Builders FirstSource, Inc. (BLDR) was 2,536,032 shares, as reported at the end of Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.