Francois Rochon's BLDR Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 91,464 shares of Builders FirstSource, Inc. (BLDR) worth $8.18 M, representing 0.28% of the portfolio. First purchased in 1970-Q1, this long-term strategic position has been held for 226 quarters.
Based on 13F filings since 2013, Francois Rochon has maintained a long-term strategic position in BLDR, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2025, adding 4,872 shares. Largest reduction occurred in Q1 2025, reducing 26,306 shares.
Analysis based on 13F filings available since 2013 Q2
Francois Rochon's Builders FirstSource (BLDR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Builders FirstSource (BLDR) Trades by Francois Rochon
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | -349 | Reduce 0.38% | 91,464 | $89.48 |
| Q1 2026 | +1,829 | Add 2.03% | 91,813 | $82.33 |
| Q4 2025 | +2,888 | Add 3.32% | 89,984 | $102.89 |
| Q3 2025 | -221 | Reduce 0.25% | 87,096 | $2238.00 |
| Q2 2025 | +4,872 | Add 5.91% | 87,317 | $116.69 |
| Q1 2025 | +82,445 | New Buy | 82,445 | $124.94 |
| Q1 1970 | +108,751 | Add 0.00% | 108,751 | $75.26 |
Francois Rochon's Builders FirstSource Investment FAQs
Francois Rochon first purchased Builders FirstSource, Inc. (BLDR) in Q1 1970, acquiring 108,751 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Francois Rochon has held Builders FirstSource, Inc. (BLDR) for 226 quarters since Q1 1970.
Francois Rochon's largest addition to Builders FirstSource, Inc. (BLDR) was in Q1 1970, adding 108,751 shares worth $8.18 M.
According to the latest 13F filing for Q2 2026, Francois Rochon's firm, Giverny Capital Inc., owns 91,464 shares of Builders FirstSource, Inc. (BLDR), valued at approximately $8.18 M.
As of the Q2 2026 filing, Builders FirstSource, Inc. (BLDR) represents approximately 0.28% of Francois Rochon's publicly disclosed stock portfolio, making it one of their key holdings.
Francois Rochon's peak holding in Builders FirstSource, Inc. (BLDR) was 108,751 shares, as reported at the end of Q1 1970.