Francois Rochon's BLDR Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 87,096 shares of Builders FirstSource, Inc. (BLDR) worth $194.92 M, representing 5.98% of the portfolio. First purchased in 2025-Q1, this short-term holding has been held for 3 quarters.
Based on 13F filings, Francois Rochon has maintained this position in BLDR for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2025, adding 4,872 shares. Largest reduction occurred in Q3 2025, reducing 221 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 |
|---|---|---|---|---|
| Q1 2025 | +82,445 | New Buy | 82,445 | $124.94 |
| Q2 2025 | +4,872 | Add 5.91% | 87,317 | $116.69 |
| Q3 2025 | -221 | Reduce 0.25% | 87,096 | $2238.00 |
Francois Rochon's Builders FirstSource Investment FAQs
Francois Rochon first purchased Builders FirstSource, Inc. (BLDR) in Q1 2025, acquiring 82,445 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 3 quarters since Q1 2025.
Francois Rochon's largest addition to Builders FirstSource, Inc. (BLDR) was in Q1 2025, adding 82,445 shares worth $10.3 M.
According to the latest 13F filing for Q3 2025, Francois Rochon's firm, Giverny Capital Inc., owns 87,096 shares of Builders FirstSource, Inc. (BLDR), valued at approximately $194.92 M.
As of the Q3 2025 filing, Builders FirstSource, Inc. (BLDR) represents approximately 5.98% 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 87,317 shares, as reported at the end of Q2 2025.