Renaissance Technologies (RenTech)'s BLDR Position Overview
Renaissance Technologies (RenTech) (via Renaissance Technologies LLC (Rentech)) currently holds 534,741 shares of Builders FirstSource, Inc. (BLDR) worth $55.02 M, representing 0.09% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 47 quarters.
Based on 13F filings since 2013, Renaissance Technologies (RenTech) has maintained a long-term strategic position in BLDR, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2019, adding 1.39 M shares. Largest reduction occurred in Q3 2020, reducing 1.8 M shares.
Analysis based on 13F filings available since 2013 Q2
Renaissance Technologies (RenTech)'s Builders FirstSource (BLDR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Builders FirstSource (BLDR) Trades by Renaissance Technologies (RenTech)
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +534,741 | New Buy | 534,741 | $102.89 |
| Q3 2025 | -262,341 | Sold Out | 0 | $0.00 |
| Q2 2025 | +262,341 | New Buy | 262,341 | $116.69 |
| Q1 2025 | -69,641 | Sold Out | 0 | $0.00 |
| Q4 2024 | +69,641 | New Buy | 69,641 | $142.93 |
| Q2 2024 | -70,600 | Sold Out | 0 | $0.00 |
| Q1 2024 | -173,400 | Reduce 71.07% | 70,600 | $208.56 |
| Q4 2023 | -107,941 | Reduce 30.67% | 244,000 | $166.94 |
| Q3 2023 | +20,841 | Add 6.29% | 351,941 | $124.49 |
| Q2 2023 | -642,741 | Reduce 66.00% | 331,100 | $0.14 |
| Q1 2023 | +248,100 | Add 34.19% | 973,841 | $0.09 |
| Q4 2022 | -45,500 | Reduce 5.90% | 725,741 | $0.06 |
| Q3 2022 | +74,600 | Add 10.71% | 771,241 | $58.92 |
| Q2 2022 | -49,000 | Reduce 6.57% | 696,641 | $53.70 |
| Q1 2022 | +319,408 | Add 74.94% | 745,641 | $64.54 |
| Q4 2021 | -16,708 | Reduce 3.77% | 426,233 | $85.71 |
| Q3 2021 | -323,800 | Reduce 42.23% | 442,941 | $51.74 |
| Q2 2021 | +766,741 | New Buy | 766,741 | $42.66 |
| Q1 2021 | -413,200 | Sold Out | 0 | $0.00 |
| Q4 2020 | -712,019 | Reduce 63.28% | 413,200 | $40.81 |
| Q3 2020 | -1.8 M | Reduce 61.51% | 1.13 M | $32.62 |
| Q2 2020 | -1.43 M | Reduce 32.88% | 2.92 M | $20.70 |
| Q1 2020 | +228,700 | Add 5.54% | 4.36 M | $12.23 |
| Q4 2019 | +1.39 M | Add 51.05% | 4.13 M | $25.41 |
| Q3 2019 | +963,300 | Add 54.46% | 2.73 M | $20.58 |
| Q2 2019 | +807,400 | Add 83.98% | 1.77 M | $16.86 |
| Q1 2019 | +432,532 | Add 81.78% | 961,400 | $13.34 |
| Q4 2018 | +260,838 | Add 97.32% | 528,868 | $10.91 |
| Q3 2018 | +268,030 | New Buy | 268,030 | $14.68 |
| Q2 2018 | -774,000 | Sold Out | 0 | $0.00 |
| Q1 2018 | -218,400 | Reduce 22.01% | 774,000 | $19.84 |
| Q4 2017 | -122,800 | Reduce 11.01% | 992,400 | $21.79 |
| Q3 2017 | +558,100 | Add 100.18% | 1.12 M | $17.99 |
| Q2 2017 | -46,593 | Reduce 7.72% | 557,100 | $15.32 |
| Q1 2017 | +232,893 | Add 62.81% | 603,693 | $14.90 |
| Q4 2016 | -5,200 | Reduce 1.38% | 370,800 | $10.97 |
| Q3 2016 | +376,000 | New Buy | 376,000 | $11.51 |
| Q2 2016 | -1.02 M | Sold Out | 0 | $0.00 |
| Q1 2016 | +295,900 | Add 40.72% | 1.02 M | $11.27 |
| Q4 2015 | +286,900 | Add 65.25% | 726,600 | $11.08 |
| Q3 2015 | +114,197 | Add 35.08% | 439,700 | $12.68 |
| Q2 2015 | +313,103 | Add 2525.02% | 325,503 | $12.84 |
| Q1 2015 | +12,400 | New Buy | 12,400 | $6.69 |
| Q4 2014 | -29,488 | Sold Out | 0 | $0.00 |
| Q3 2014 | +29,488 | New Buy | 29,488 | $5.46 |
| Q1 2014 | -88,200 | Sold Out | 0 | $0.00 |
| Q4 2013 | +88,200 | New Buy | 88,200 | $7.13 |
Renaissance Technologies (RenTech)'s Builders FirstSource Investment FAQs
Renaissance Technologies (RenTech) first purchased Builders FirstSource, Inc. (BLDR) in Q4 2013, acquiring 88,200 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Renaissance Technologies (RenTech) has held Builders FirstSource, Inc. (BLDR) for 47 quarters since Q4 2013.
Renaissance Technologies (RenTech)'s largest addition to Builders FirstSource, Inc. (BLDR) was in Q4 2019, adding 4,126,819 shares worth $104.86 M.
According to the latest 13F filing for Q4 2025, Renaissance Technologies (RenTech)'s firm, Renaissance Technologies LLC (Rentech), owns 534,741 shares of Builders FirstSource, Inc. (BLDR), valued at approximately $55.02 M.
As of the Q4 2025 filing, Builders FirstSource, Inc. (BLDR) represents approximately 0.09% of Renaissance Technologies (RenTech)'s publicly disclosed stock portfolio, making it one of their key holdings.
Renaissance Technologies (RenTech)'s peak holding in Builders FirstSource, Inc. (BLDR) was 4,355,519 shares, as reported at the end of Q1 2020.