Joel Greenblatt's BLDR Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 130.9K shares of Builders FirstSource, Inc. (BLDR) worth $15.87 M, representing 0.07% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 47 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in BLDR, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2018, adding 612.8K shares. Largest reduction occurred in Q2 2018, reducing 567.3K shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Builders FirstSource (BLDR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Builders FirstSource (BLDR) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2014 | +35,728 | New Buy | 35,728 | $9.10 |
| Q2 2014 | +31,859 | Add 89.17% | 67,587 | $7.49 |
| Q3 2014 | -33,952 | Reduce 50.23% | 33,635 | $5.44 |
| Q4 2014 | -33,635 | Sold Out | 33,635 | $0.00 |
| Q4 2016 | +120,758 | New Buy | 120,758 | $10.97 |
| Q1 2017 | +285,504 | Add 236.43% | 406,262 | $14.90 |
| Q2 2017 | -320,418 | Reduce 78.87% | 85,844 | $15.32 |
| Q3 2017 | -58,800 | Reduce 68.50% | 27,044 | $18.01 |
| Q4 2017 | -13,128 | Reduce 48.54% | 13,916 | $21.77 |
| Q1 2018 | +612,846 | Add 4403.89% | 626,762 | $19.84 |
| Q2 2018 | -567,324 | Reduce 90.52% | 59,438 | $18.29 |
| Q3 2018 | -59,438 | Sold Out | 59,438 | $0.00 |
| Q4 2018 | +133,567 | New Buy | 133,567 | $10.91 |
| Q1 2019 | +79,512 | Add 59.53% | 213,079 | $13.34 |
| Q2 2019 | +7,206 | Add 3.38% | 220,285 | $16.86 |
| Q3 2019 | +109,133 | Add 49.54% | 329,418 | $20.58 |
| Q4 2019 | -7,347 | Reduce 2.23% | 322,071 | $25.41 |
| Q1 2020 | -131,668 | Reduce 40.88% | 190,403 | $12.23 |
| Q2 2020 | -133,428 | Reduce 70.08% | 56,975 | $20.69 |
| Q3 2020 | -19,484 | Reduce 34.20% | 37,491 | $32.62 |
| Q4 2020 | -7,545 | Reduce 20.12% | 29,946 | $40.81 |
| Q1 2021 | -7,107 | Reduce 23.73% | 22,839 | $46.37 |
| Q2 2021 | -877 | Reduce 3.84% | 21,962 | $42.66 |
| Q3 2021 | -2,691 | Reduce 12.25% | 19,271 | $51.74 |
| Q4 2021 | +6,602 | Add 34.26% | 25,873 | $85.73 |
| Q1 2022 | +77,683 | Add 300.25% | 103,556 | $64.54 |
| Q2 2022 | +10,268 | Add 9.92% | 113,824 | $53.70 |
| Q3 2022 | +8,855 | Add 7.78% | 122,679 | $58.92 |
| Q4 2022 | -76,192 | Reduce 62.11% | 46,487 | $64.88 |
| Q1 2023 | -1,447 | Reduce 3.11% | 45,040 | $88.78 |
| Q2 2023 | +6,002 | Add 13.33% | 51,042 | $136.00 |
| Q3 2023 | +6,219 | Add 12.18% | 57,261 | $124.49 |
| Q4 2023 | +6,021 | Add 10.52% | 63,282 | $166.94 |
| Q1 2024 | +55,599 | Add 87.86% | 118,881 | $208.55 |
| Q2 2024 | +17,093 | Add 14.38% | 135,974 | $138.41 |
| Q3 2024 | -22,193 | Reduce 16.32% | 113,781 | $193.86 |
| Q4 2024 | +7,255 | Add 6.38% | 121,036 | $142.93 |
| Q1 2025 | +29,046 | Add 24.00% | 150,082 | $124.94 |
| Q2 2025 | -21,712 | Reduce 14.47% | 128,370 | $116.69 |
| Q3 2025 | +2,521 | Add 1.96% | 130,891 | $121.25 |
Joel Greenblatt's Builders FirstSource Investment FAQs
Joel Greenblatt first purchased Builders FirstSource, Inc. (BLDR) in Q1 2014, acquiring 35,728 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Builders FirstSource, Inc. (BLDR) for 47 quarters since Q1 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Builders FirstSource, Inc. (BLDR) was in Q1 2018, adding 626,762 shares worth $12.44 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 130,891 shares of Builders FirstSource, Inc. (BLDR), valued at approximately $15.87 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 0.07% of Joel Greenblatt'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.
Joel Greenblatt's peak holding in Builders FirstSource, Inc. (BLDR) was 626,762 shares, as reported at the end of Q1 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.