Guru Ownership Trend
Guru Analysis for Builders FirstSource, Inc. (BLDR)
Builders FirstSource, Inc. (BLDR), a key player in the Industrials sector, continues to attract institutional attention.
As of Q2 2026, a total of 16 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $439.64 M.
Top institutional holders include Glenn Greenberg and Frank Sands.
Institutional sentiment is currently Bearish. This is evidenced by a $109.64 M net outflow during the quarter.
Recent activity highlights Ray Dalio who dramatically increased their stake. Conversely, Louis Moore Bacon reduced exposure by 42.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Builders FirstSource, Inc. (BLDR)
Major holders include Glenn Greenberg ($209.43 M), Frank Sands ($204.3 M), Diamond Hill Capital ($134.91 M). According to the latest reported data, 16 tracked investment managers collectively hold approximately 7.28 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $109.64 M, with 9 managers increasing positions and 10 managers reducing holdings.
During the most recent reporting period, 7 managers trimmed their positions, while 3 fully exited BLDR. The total reported sell value was $136.89 M.
Yes, 4 managers opened new positions in BLDR, and 5 increased their existing holdings. The total reported buy value was $27.25 M.
