Builders FirstSource, Inc.
BLDR- Exchange
- NYSE
- Industry
- Retail-Lumber & Other Building Materials Dealers
- SEC CIK
- 0001316835
No open-market purchases or sales by Builders FirstSource, Inc. insiders were filed in the last 90 days; 671 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.
Superinvestors holding BLDR, Q2 2026
3 superinvestors report holding Builders FirstSource, Inc. on Form 13F, worth $204.4M in total. Weight is Builders FirstSource, Inc.'s share of each 13F portfolio; actions compare shares with Q1 2026.
| Superinvestor | % of portfolio | Shares | Value | vs. previous quarter |
|---|---|---|---|---|
| D1 Capital PartnersDan Sundheim | 0.4% | 1,639,222 | $146.7M | New |
| Semper AugustusChristopher Bloomstran | 5.6% | 553,722 | $49.5M | Added+142.6% |
| Giverny CapitalFrançois Rochon | 0.3% | 91,464 | $8.18M | Reduced−0.4% |
Moves by quarter
Superinvestors that opened, added to, trimmed or sold out of BLDR each quarter, comparing shares with the quarter before. A superinvestor that didn't file for a quarter isn't listed, and isn't counted as selling.
Q2 2026
3 superinvestors holding at quarter end
- New
- D1 Capital Partners
- Added
- Semper Augustus (+142.6%)
- Reduced
- Giverny Capital (−0.4%)
- Sold out
- Soros Fund Management
Q1 2026
3 superinvestors holding at quarter end
- New
- Semper Augustus
- Added
- Giverny Capital (+2.0%)
- Reduced
- Soros Fund Management (−73.0%)
Q4 2025
2 superinvestors holding at quarter end
- New
- Soros Fund Management
- Added
- Giverny Capital (+3.3%)
Q3 2025
1 superinvestor holding at quarter end
- Reduced
- Giverny Capital (−0.3%)
- Sold out
- Duquesne Family Office
Q2 2025
2 superinvestors holding at quarter end
- New
- Duquesne Family Office
- Added
- Giverny Capital (+5.9%)
Q1 2025
1 superinvestor holding at quarter end
Q4 2024
0 superinvestors holding at quarter end
- Sold out
- Soros Fund Management
Q3 2024
1 superinvestor holding at quarter end
- Reduced
- Soros Fund Management (−56.5%)
- Sold out
- Duquesne Family Office
Q2 2024
2 superinvestors holding at quarter end
Q4 2023
0 superinvestors holding at quarter end
- Sold out
- Duquesne Family Office
Q3 2023
1 superinvestor holding at quarter end
- Added
- Duquesne Family Office (+48.5%)
Q2 2023
1 superinvestor holding at quarter end
- New
- Duquesne Family Office
- Sold out
- Maverick Capital
Q1 2023
1 superinvestor holding at quarter end
- Reduced
- Maverick Capital (−17.0%)
Q4 2022
1 superinvestor holding at quarter end
- Added
- Maverick Capital (+29.1%)
- Sold out
- Duquesne Family Office
Q3 2022
2 superinvestors holding at quarter end
Q3 2021
0 superinvestors holding at quarter end
- Sold out
- Duquesne Family Office
Q2 2021
1 superinvestor holding at quarter end
- Reduced
- Duquesne Family Office (−56.9%)
- Sold out
- Maverick Capital