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 Q4 2025, a total of 15 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $754.95 M.
Top institutional holders include Frank Sands and Glenn Greenberg.
Notably, Glenn Greenberg has expressed high conviction in this stock, allocating 5.73% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $200.01 M net inflow during the quarter.
Recent activity highlights Renaissance Technologies who opened a new position. Conversely, Louis Moore Bacon reduced exposure by 87.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Builders FirstSource, Inc. (BLDR)
Major holders include Frank Sands ($283.77 M), Glenn Greenberg ($244.79 M), Diamond Hill Capital ($192.68 M). According to the latest reported data, 15 tracked investment managers collectively hold approximately 8.57 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $200.01 M, with 12 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 2 fully exited BLDR. The total reported sell value was $19.86 M.
Yes, 5 managers opened new positions in BLDR, and 7 increased their existing holdings. The total reported buy value was $219.87 M.
