Jeremy Grantham's BLDR Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 163,256 shares of Builders FirstSource, Inc. (BLDR) worth $16.8 M, representing 0.04% of the portfolio. First purchased in 2018-Q3, this long-term strategic position has been held for 24 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in BLDR, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2019, adding 714,947 shares. Largest reduction occurred in Q3 2020, reducing 488,614 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Builders FirstSource (BLDR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Builders FirstSource (BLDR) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +17,352 | Add 11.89% | 163,256 | $102.89 |
| Q3 2025 | -3,310 | Reduce 2.22% | 145,904 | $121.25 |
| Q2 2025 | -54,532 | Reduce 26.76% | 149,214 | $116.69 |
| Q1 2025 | +25,426 | Add 14.26% | 203,746 | $124.94 |
| Q4 2024 | -19,718 | Reduce 9.96% | 178,320 | $142.93 |
| Q3 2024 | -26,026 | Reduce 11.62% | 198,038 | $193.86 |
| Q2 2024 | +29,016 | Add 14.88% | 224,064 | $138.41 |
| Q1 2024 | -56,387 | Reduce 22.43% | 195,048 | $208.55 |
| Q4 2023 | -31,376 | Reduce 11.09% | 251,435 | $166.94 |
| Q3 2023 | +252,551 | Add 834.60% | 282,811 | $124.49 |
| Q2 2023 | +30,260 | New Buy | 30,260 | $136.00 |
| Q3 2022 | -4,100 | Sold Out | 0 | $0.00 |
| Q2 2022 | +4,100 | New Buy | 4,100 | $53.66 |
| Q3 2021 | -12,919 | Sold Out | 0 | $0.00 |
| Q2 2021 | -36,381 | Reduce 73.80% | 12,919 | $42.65 |
| Q1 2021 | +28,974 | Add 142.55% | 49,300 | $46.37 |
| Q4 2020 | -443,068 | Reduce 95.61% | 20,326 | $40.83 |
| Q3 2020 | -488,614 | Reduce 51.32% | 463,394 | $32.62 |
| Q2 2020 | -189,900 | Reduce 16.63% | 952,008 | $20.70 |
| Q1 2020 | +178,651 | Add 18.55% | 1.14 M | $12.23 |
| Q4 2019 | +714,947 | Add 287.93% | 963,257 | $25.41 |
| Q3 2019 | +248,310 | New Buy | 248,310 | $20.58 |
| Q4 2018 | -12,200 | Sold Out | 0 | $0.00 |
| Q3 2018 | +12,200 | New Buy | 12,200 | $14.67 |
Jeremy Grantham's Builders FirstSource Investment FAQs
Jeremy Grantham first purchased Builders FirstSource, Inc. (BLDR) in Q3 2018, acquiring 12,200 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Builders FirstSource, Inc. (BLDR) for 24 quarters since Q3 2018.
Jeremy Grantham's largest addition to Builders FirstSource, Inc. (BLDR) was in Q4 2019, adding 963,257 shares worth $24.48 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 163,256 shares of Builders FirstSource, Inc. (BLDR), valued at approximately $16.8 M.
As of the Q4 2025 filing, Builders FirstSource, Inc. (BLDR) represents approximately 0.04% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Builders FirstSource, Inc. (BLDR) was 1,141,908 shares, as reported at the end of Q1 2020.