Guru Ownership Over Time
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 Q3 2025, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $708.69 M.
Top institutional holders include Frank Sands and Glenn Greenberg.
Notably, Francois Rochon has expressed high conviction in this stock, allocating 5.98% of their equity portfolio to it.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $44.96 M net outflow during the quarter.
Recent activity highlights Ray Dalio who increased their stake by 943.3%. Conversely, Ken Fisher reduced exposure by 84.7%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 0.81% | Add 139.1% | 2,430,902 | $294.75 M | Q3 2025 | |
| 5.08% | Reduce -1.2% | 1,805,381 | $218.9 M | Q3 2025 | |
| 0.95% | Reduce -34.9% | 1,651,067 | $200.19 M | Q3 2025 | |
| 5.98% | Reduce -0.3% | 87,096 | $194.92 M | Q3 2025 | |
| 0.05% | Reduce -2.2% | 145,904 | $17.69 M | Q3 2025 | |
| 0.23% | Reduce -38.2% | 135,804 | $16.47 M | Q3 2025 | |
| 0.07% | Add 2.0% | 130,891 | $15.87 M | Q3 2025 | |
| 0.10% | 83,121 | $10.08 M | Q3 2025 | ||
| 0.01% | Reduce -59.0% | 75,522 | $8.91 M | Q3 2025 | |
| 0.01% | Add 943.3% | 27,324 | $3.31 M | Q3 2025 | |
| 0.00% | Reduce -84.7% | 22,361 | $2.71 M | Q3 2025 | |
| 0.01% | Add 12.8% | 22,000 | $2.67 M | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Builders FirstSource, Inc. (BLDR)
Top Guru holders include Frank Sands ($294.75 M), Glenn Greenberg ($218.9 M), Diamond Hill Capital ($200.19 M). Collectively, tracked Gurus hold 6.62 M shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $44.96 M, with 4 Gurus buying and 10 Gurus selling.
In the recent quarter, 7 Gurus reduced their positions, and 3 Gurus sold out of BLDR completely. Total sell value was $220.02 M.
Yes, 0 Gurus opened new positions in BLDR, and 4 added to their existing holdings. Total buy value was $175.07 M.