Jeremy Grantham's BLDR Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 145.9K shares of Builders FirstSource, Inc. (BLDR) worth $17.69 M, representing 0.05% of the portfolio. First purchased in 2018-Q3, this long-term strategic position has been held for 29 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 714.9K shares. Largest reduction occurred in Q3 2020, reducing 488.6K 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2018 | +12,200 | New Buy | 12,200 | $14.67 |
| Q4 2018 | -12,200 | Sold Out | 12,200 | $0.00 |
| Q3 2019 | +248,310 | New Buy | 248,310 | $20.58 |
| Q4 2019 | +714,947 | Add 287.93% | 963,257 | $25.41 |
| Q1 2020 | +178,651 | Add 18.55% | 1.14 M | $12.23 |
| Q2 2020 | -189,900 | Reduce 16.63% | 952,008 | $20.70 |
| Q3 2020 | -488,614 | Reduce 51.32% | 463,394 | $32.62 |
| Q4 2020 | -443,068 | Reduce 95.61% | 20,326 | $40.83 |
| Q1 2021 | +28,974 | Add 142.55% | 49,300 | $46.37 |
| Q2 2021 | -36,381 | Reduce 73.80% | 12,919 | $42.65 |
| Q3 2021 | -12,919 | Sold Out | 12,919 | $0.00 |
| Q2 2022 | +4,100 | New Buy | 4,100 | $53.66 |
| Q3 2022 | -4,100 | Sold Out | 4,100 | $0.00 |
| Q2 2023 | +30,260 | New Buy | 30,260 | $136.00 |
| Q3 2023 | +252,551 | Add 834.60% | 282,811 | $124.49 |
| Q4 2023 | -31,376 | Reduce 11.09% | 251,435 | $166.94 |
| Q1 2024 | -56,387 | Reduce 22.43% | 195,048 | $208.55 |
| Q2 2024 | +29,016 | Add 14.88% | 224,064 | $138.41 |
| Q3 2024 | -26,026 | Reduce 11.62% | 198,038 | $193.86 |
| Q4 2024 | -19,718 | Reduce 9.96% | 178,320 | $142.93 |
| Q1 2025 | +25,426 | Add 14.26% | 203,746 | $124.94 |
| Q2 2025 | -54,532 | Reduce 26.76% | 149,214 | $116.69 |
| Q3 2025 | -3,310 | Reduce 2.22% | 145,904 | $121.25 |
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 29 quarters since Q3 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to Builders FirstSource, Inc. (BLDR) was in Q4 2019, adding 963,257 shares worth $24.48 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 145,904 shares of Builders FirstSource, Inc. (BLDR), valued at approximately $17.69 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 0.05% of Jeremy Grantham'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.
Jeremy Grantham's peak holding in Builders FirstSource, Inc. (BLDR) was 1,141,908 shares, as reported at the end of Q1 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.