S&P 500: 679.83 -1.1%
NASDAQ: 626.05 -1.5%
DOW: 475.01 -0.3%

Builders FirstSource, Inc.

BLDR Industrials
$111.69 $-3.60 (-3.12%)
Market Cap: $12.35 B
Gurus Holding
13
Popularity Rank
#106
% of Shares Held
5.94%
Net Activity (2025 Q2)
+$113.68 M

Guru Ownership Over Time

Portfolio Manager % of portfolio Activity Shares Value Peroid
Diamond Hill Capital Diamond Hill Capital
1.36% Add 11.7% 2,536,032 $295.93 M 2025 Q2
Glenn Greenberg Glenn Greenberg
4.89% Add 47.2% 1,827,261 $213.22 M 2025 Q2
Frank Sands Frank Sands
0.34% Reduce -3.3% 1,016,773 $118.65 M 2025 Q2
Renaissance Technologies Renaissance Technologies
0.04% New Buy 262,341 $30.61 M 2025 Q2
Louis Moore Bacon Louis Moore Bacon
0.32% New Buy 219,790 $25.65 M 2025 Q2
Jeremy Grantham Jeremy Grantham
0.05% Reduce -26.8% 149,214 $17.41 M 2025 Q2
Ken Fisher Ken Fisher
0.01% Reduce -22.2% 145,755 $17.01 M 2025 Q2
Joel Greenblatt Joel Greenblatt
0.09% Reduce -14.5% 128,370 $14.98 M 2025 Q2
Francois Rochon Francois Rochon
0.35% Add 5.9% 87,317 $10.19 M 2025 Q2
Stanley Druckenmiller Stanley Druckenmiller
0.24% New Buy 85,065 $9.93 M 2025 Q2
Chuck Royce Chuck Royce
0.10% Reduce -10.8% 83,121 $9.7 M 2025 Q2
Jefferies Group Jefferies Group
0.02% Add 230.5% 19,500 $2.28 M 2025 Q2
Ray Dalio Ray Dalio
0.00% Reduce -99.1% 2,619 $305,611 2025 Q2
Showing 1 to 13 of 13 entries

Key Holders

Top 5 by Value

Diamond Hill Capital Diamond Hill Capital
$295.93 M
Glenn Greenberg Glenn Greenberg
$213.22 M
Frank Sands Frank Sands
$118.65 M
Renaissance Technologies Renaissance Technologies
$30.61 M
Louis Moore Bacon Louis Moore Bacon
$25.65 M

Top 5 by Conviction

Glenn Greenberg Glenn Greenberg
4.89%
Diamond Hill Capital Diamond Hill Capital
1.36%
Francois Rochon Francois Rochon
0.35%
Frank Sands Frank Sands
0.34%
Louis Moore Bacon Louis Moore Bacon
0.32%

Recent Activity Breakdown(2025 Q2)

+$167.69 M
Total Buy Value
New Buys: 3
Additions: 4
-$54 M
Total Sell Value
Reductions: 6
Sold Out: 1

Guru Consensus (2025 Q2)

Based on recent guru activity
Net Sellers
7
Net Buyers
7