Builders FirstSource, Inc.

BLDR

Exchange: NYSE
Industry: Retail-Lumber & Other Building Materials Dealers
SEC CIK: 0001316835

SEC filings (opens in a new tab)

No open-market purchases or sales by Builders FirstSource, Inc. insiders were filed in the last 90 days; 674 institutions reported holding it in 13F filings for Q2 2026, worth $9.63B in total; 3 superinvestors hold it, including D1 Capital Partners and Semper Augustus.

Key figures

Market capClose on Nov 9, 2026: $7.10B
Insider buysOpen market, last 90 days: 0
Insider sellsOpen market, last 90 days: 0
13F holdersQ2 2026, −52 vs. previous quarter: 674
13F valueReported value at the end of Q2 2026: $9.63B
Superinvestors holdingAt the end of Q2 2026: 3

Price chart

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Financials

See financial statements

From SEC filings, in USD.

Revenue, FY2025: $15.2B; −7.4% year over year
Net income, FY2025: $435.2M; −59.6% year over year
Free cash flow, FY2025: $853.3M; −42.8% year over year
Revenue, Q3 FY2026: $3.85B; −2.2% year over year

Revenue flow, FY2025

Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.

Short interest

See short data

From FINRA, settlement date Oct 15, 2026.

Short interest: 9.94M; Shares sold short
Change: +774.1K; +8.5% vs. previous
Days to cover: 3.89; At average daily volume

Superinvestors holding BLDR, Q2 2026

Go to the superinvestors tab

3 superinvestors report holding Builders FirstSource, Inc. on Form 13F. Percentages are the stock's share of each portfolio.

D1 Capital Partners

Dan Sundheim

0.4%

Builders FirstSource, Inc.'s share of the portfolio

Shares: 1,639,222
Value: $146.7M

Semper Augustus

Christopher Bloomstran

5.6%

Builders FirstSource, Inc.'s share of the portfolio

Shares: 553,722
Value: $49.5M

Other superinvestors holding BLDR (part 1)
Superinvestor	Weight	Value
Giverny Capital	0.3%	$8.18M

Latest insider trades

See all insider trades

Open-market purchases and sales by Builders FirstSource, Inc. insiders from Form 4, newest first.

Insider trades
Filed (ET)	Trade date	Filing delay	Insider	Transaction	Shares	Avg price	Value	Holding change	Flags
May 12, 2026 (view filing)	May 8	4 days	Rush David EDirector	SSaleCommon Stock, par value $0.01 per share	−5.00K	$78.17	−$390.9K	−3.9%122.3K after
Mar 16, 2026 (view filing)	Mar 13	3 days	Levy Paul SDirector	PPurchaseCommon Stock, par value $0.01 per share	+50.0K	$87.73	+$4.39M	+3.0%1.73M after
Aug 26, 2025 (view filing)	Aug 22	4 days	Johnson Timothy DEVP & General Counsel	SSaleCommon Stock, par value $0.01 per share	−1.25K	$144.85	−$181.1K	−1.7%73.5K after
Jun 12, 2025 (view filing)	Jun 10	2 days	Vance ToddPresident - East Division	PPurchaseCommon Stock, par value $0.01 per share	+1.95K	$115.50	+$225.0K	+6.7%31.1K after
May 29, 2025 (view filing)	May 27	2 days	Charles Dirkson RDirector	PPurchaseCommon Stock, par value $0.01 per share	+5.00K	$109.67	+$548.4K	New position5.00K after
May 12, 2025 (view filing)	May 8-9	4 days	Levy Paul SDirector	PPurchaseCommon Stock, par value $0.01 per share	+500.0K	$110.97	+$55.5M	+42.6%1.67M after	2 lots
Mar 3, 2025 (view filing)	Feb 27	4 days	Rush David EDirector	SSaleCommon Stock, par value $0.01 per share	−18.0K	$140.82	−$2.53M	−12.7%123.3K after
Nov 19, 2024 (view filing)	Nov 15	4 days	Beckmann PeteEVP & CFO	SSaleCommon Stock, par value $0.01 per share	−2.89K	$178.28	−$515.1K	−7.0%38.6K after
Nov 8, 2024 (view filing)	Nov 7	1 day	Christophe Cleveland ADirector	SSaleCommon Stock, par value $0.01 per share	−10.0K	$178.41	−$1.78M	−23.2%33.1K after
Aug 12, 2024 (view filing)	Aug 8	4 days	Steinke Craig ArthurDirector	SSaleCommon Stock, par value $0.01 per share	−30.0K	$153.68	−$4.61M	−23.9%95.3K after

Top 10 13F holders, Q2 2026

See all 674 holders

The largest institutional positions in Builders FirstSource, Inc. at the end of Q2 2026; share changes are against Q1 2026.

Institutions holding BLDR in Q2 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
BlackRock, Inc.	7,833,417	$700.9M	0.01%	−927,860−10.6%	Reduced
Vanguard Capital Management LLC	6,854,631	$613.4M	0.01%	−172,443−2.5%	Reduced
State Street Corp	4,839,758	$433.1M	0.01%	−280,332−5.5%	Reduced
Vanguard Portfolio Management LLC	4,162,116	$372.4M	0.02%	−156,679−3.6%	Reduced
Capital International Investors	3,907,321	$349.6M	0.07%	+964,190+32.8%	Added
Pictet Asset Management Holding SA	3,801,076	$340.1M	0.33%	+2,422,744+175.8%	Added
Wellington Management Group LLP	3,465,251	$310.1M	0.05%	−214,206−5.8%	Reduced
Dimensional Fund Advisors LP	3,439,279	$307.8M	0.06%	+471,535+15.9%	Added
Invesco Ltd.	3,346,367	$299.4M	0.02%	+742,045+28.5%	Added
Geode Capital Management, LLC	2,834,402	$253.2M	0.01%	−50,117−1.7%	Reduced

Holders of 5% or more of BLDR

See all 3 holders and filings

Holders whose latest Schedule 13D or 13G filing reports 5% or more of Builders FirstSource, Inc..

Largest holders of BLDR from 13D and 13G filings
Holder	Latest form	Stake	Change	First filed	Latest filing	Filing
BlackRock, Inc.	13G/A	12.00%12.9M shares	+4.50 ppfrom 7.50%	Oct 22, 20244 filings	Oct 5, 2026	SEC
Vanguard Capital Management LLC	13G/A	5.13%5.52M shares	−2.07 ppfrom 7.20%	Apr 29, 20262 filings	Oct 30, 2026	SEC
Vanguard Portfolio Management LLC	13G	5.03%5.42M shares	New	Oct 30, 20261 filing	Oct 30, 2026	SEC

Politician trades

All politician trades in BLDR

2 members of Congress reported 9 trades in Builders FirstSource, Inc. since 2020. Newest filings:

Latest politician trades in BLDR
Filed	Politician	Type	Amount
Dec 29, 2022	Susie Lee House · NV	Sell	$1K-$15K
Sep 14, 2022	Kathy E. Manning House · NC	Sell	$1K-$15K
Aug 10, 2022	Kathy E. Manning House · NC	Buy	$1K-$15K
Sep 10, 2021	Susie Lee House · NV	Sell (partial)	$1K-$15K
Jun 14, 2021	Susie Lee House · NV	Buy	$1K-$15K

Susie Lee
House · NV · Dec 29, 2022
Sell$1K-$15K
Kathy E. Manning
House · NC · Sep 14, 2022
Sell$1K-$15K
Kathy E. Manning
House · NC · Aug 10, 2022
Buy$1K-$15K
Susie Lee
House · NV · Sep 10, 2021
Sell (partial)$1K-$15K
Susie Lee
House · NV · Jun 14, 2021
Buy$1K-$15K