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 Q1 2026, a total of 15 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $666.58 M.
Top institutional holders include Frank Sands and Glenn Greenberg.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $2.38 M net outflow during the quarter.
Recent activity highlights Louis Moore Bacon who dramatically increased their stake. Conversely, George Soros reduced exposure by 73.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Builders FirstSource, Inc. (BLDR)
Major holders include Frank Sands ($215.79 M), Glenn Greenberg ($195.31 M), Diamond Hill Capital ($145.22 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 Bearish (Net Selling). There was a net outflow of $2.38 M, with 7 managers increasing positions and 9 managers reducing holdings.
During the most recent reporting period, 7 managers trimmed their positions, while 2 fully exited BLDR. The total reported sell value was $60.28 M.
Yes, 2 managers opened new positions in BLDR, and 5 increased their existing holdings. The total reported buy value was $57.9 M.
