Louis Moore Bacon's BLDR Position Overview
Louis Moore Bacon (via Moore Capital Management, Lp) currently holds 135,804 shares of Builders FirstSource, Inc. (BLDR) worth $16.47 M, representing 0.23% of the portfolio. First purchased in 2021-Q4, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Louis Moore Bacon has maintained a strategic position in BLDR, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 170,421 shares. Largest reduction occurred in Q3 2025, reducing 83,986 shares.
Analysis based on 13F filings available since 2013 Q2
Louis Moore Bacon's Builders FirstSource (BLDR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Builders FirstSource (BLDR) Trades by Louis Moore Bacon
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2021 | +76,900 | New Buy | 76,900 | $85.71 |
| Q1 2022 | -27,807 | Reduce 36.16% | 49,093 | $64.53 |
| Q2 2022 | -49,093 | Sold Out | 0 | $0.00 |
| Q2 2023 | +71,508 | New Buy | 71,508 | $136.00 |
| Q3 2023 | -71,508 | Sold Out | 0 | $0.00 |
| Q4 2023 | +51,181 | New Buy | 51,181 | $166.94 |
| Q1 2024 | -1,812 | Reduce 3.54% | 49,369 | $208.55 |
| Q2 2024 | -49,369 | Sold Out | 49,369 | $208.55 |
| Q2 2025 | +219,790 | New Buy | 219,790 | $116.69 |
| Q3 2025 | -83,986 | Reduce 38.21% | 135,804 | $121.25 |
Louis Moore Bacon's Builders FirstSource Investment FAQs
Louis Moore Bacon first purchased Builders FirstSource, Inc. (BLDR) in Q4 2021, acquiring 76,900 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Louis Moore Bacon has held Builders FirstSource, Inc. (BLDR) for 13 quarters since Q4 2021.
Louis Moore Bacon's largest addition to Builders FirstSource, Inc. (BLDR) was in Q2 2025, adding 219,790 shares worth $25.65 M.
According to the latest 13F filing for Q3 2025, Louis Moore Bacon's firm, Moore Capital Management, Lp, owns 135,804 shares of Builders FirstSource, Inc. (BLDR), valued at approximately $16.47 M.
As of the Q3 2025 filing, Builders FirstSource, Inc. (BLDR) represents approximately 0.23% of Louis Moore Bacon's publicly disclosed stock portfolio, making it one of their key holdings.
Louis Moore Bacon's peak holding in Builders FirstSource, Inc. (BLDR) was 219,790 shares, as reported at the end of Q2 2025.