Builders FirstSource, Inc.
BLDR- 交易所
- NYSE
- 產業
- Retail-Lumber & Other Building Materials Dealers
- SEC CIK
- 0001316835
近 90 天，Builders FirstSource, Inc. 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 671 家機構在 13F 申報持有，市值合計 $96.3 億；D1 資本、Semper Augustus等 3 位大師持有。
2024 年第 1 季 13F 持有人
Builders FirstSource, Inc. 在 2024/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 859
- 較 2023 年第 4 季 +123 家
- 持有股數
- 1.13 億
- 較 2023 年第 4 季 −274.8 萬 (−2.4%)
- 總市值
- $233.6 億
- 較 2023 年第 4 季 +$41.2 億 (+21.4%)
- 新進機構
- 176
- 另有 286 家加碼
- 清倉機構
- 53
- 另有 311 家減碼
另有 9 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 BLDR 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 671 | $96.3 億 |
| 2026 年第 1 季 | 726 | $87.4 億 |
| 2025 年第 4 季 | 768 | $108.3 億 |
| 2025 年第 3 季 | 778 | $135.9 億 |
| 2025 年第 2 季 | 776 | $126.7 億 |
| 2025 年第 1 季 | 786 | $136.6 億 |
| 2024 年第 4 季 | 819 | $155.5 億 |
| 2024 年第 3 季 | 832 | $213.9 億 |
| 2024 年第 2 季 | 776 | $150.8 億 |
| 2024 年第 1 季 | 859 | $233.6 億 |
| 2023 年第 4 季 | 745 | $192.7 億 |
| 2023 年第 3 季 | 675 | $145.6 億 |
| 2023 年第 2 季 | 662 | $161.3 億 |
| 2023 年第 1 季 | 544 | $114.9 億 |
| 2022 年第 4 季 | 518 | $90.3 億 |
| 2022 年第 3 季 | 490 | $88.1 億 |
| 2022 年第 2 季 | 491 | $85.8 億 |
| 2022 年第 1 季 | 509 | $110.6 億 |
| 2021 年第 4 季 | 494 | $150.2 億 |
| 2021 年第 3 季 | 404 | $105.0 億 |
| 2021 年第 2 季 | 403 | $87.5 億 |
| 2021 年第 1 季 | 380 | $95.8 億 |
2024 年第 1 季持有機構
每家機構持有 Builders FirstSource, Inc. 的股數、市值與佔組合比重；股數變化跟 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Lodge Hill Capital, LLC | 75,300 | $1,570 萬 | 6.03% | −49,000−39.4% | 減碼 |
| Public Employees Retirement System of Ohio | 77,092 | $1,608 萬 | 0.06% | −10,466−12.0% | 減碼 |
| Vinva Investment Management Ltd | 76,157 | $1,615 萬 | 0.93% | −1,517−2.0% | 減碼 |
| Bridgeway Capital Management, LLC | 77,600 | $1,618 萬 | 0.33% | −7,800−9.1% | 減碼 |
| Pinnbrook Capital Management LP | 78,699 | $1,641 萬 | 2.84% | +31,502+66.7% | 加碼 |
| State of Tennessee, Treasury Department | 79,409 | $1,656 萬 | 0.06% | −29,875−27.3% | 減碼 |
| Stephens Inc | 79,802 | $1,664 萬 | 0.26% | +51,327+180.3% | 加碼 |
| Wedge Capital Management L L P | 79,994 | $1,668 萬 | 0.27% | +12,752+19.0% | 加碼 |
| HRT Financial LP | 80,274 | $1,674 萬 | 0.10% | +80,274 | 新進 |
| Walleye Trading LLC | 81,648 | $1,703 萬 | 0.28% | −38,001−31.8% | 減碼 |
| Stifel Financial Corp | 84,490 | $1,762 萬 | 0.02% | +2,322+2.8% | 加碼 |
| D. E. Shaw & Co., Inc. | 84,544 | $1,763 萬 | 0.02% | −7,730−8.4% | 減碼 |
| Paradigm Capital Management Inc | 85,750 | $1,788 萬 | 0.86% | −8,325−8.8% | 減碼 |
| New York State Common Retirement Fund | 86,326 | $1,800 萬 | 0.02% | −15,510−15.2% | 減碼 |
| Jane Street Group, LLC | 86,816 | $1,811 萬 | 0.02% | −502,065−85.3% | 減碼 |
| Danske Bank A/S | 87,421 | $1,823 萬 | 0.06% | +87,421 | 新進 |
| SEI Investments Co | 88,049 | $1,836 萬 | 0.03% | +58,694+199.9% | 加碼 |
| Nomura Asset Management Co Ltd | 89,588 | $1,868 萬 | 0.07% | +12,862+16.8% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 91,878 | $1,916 萬 | 0.07% | +11,624+14.5% | 加碼 |
| Waratah Capital Advisors Ltd. | 92,389 | $1,927 萬 | 0.99% | +27,841+43.1% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 92,430 | $1,928 萬 | 0.02% | +13,130+16.6% | 加碼 |
| Picton Mahoney Asset Management | 93,204 | $1,944 萬 | 0.82% | +2,071+2.3% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 93,601 | $1,952 萬 | 0.37% | +26,672+39.9% | 加碼 |
| Great West Life Assurance Co | 95,048 | $1,983 萬 | 0.04% | −1,458−1.5% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 96,682 | $2,016 萬 | 0.05% | −63,357−39.6% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 97,772 | $2,039 萬 | 0.03% | +50,644+107.5% | 加碼 |
| Prudential Financial Inc | 101,413 | $2,115 萬 | 0.03% | +8,091+8.7% | 加碼 |
| Punch & Associates Investment Management, Inc. | 102,621 | $2,140 萬 | 1.22% | −10,650−9.4% | 減碼 |
| Illinois Municipal Retirement Fund | 104,841 | $2,187 萬 | 0.33% | −4,627−4.2% | 減碼 |
| Achmea Investment Management B.V. | 105,554 | $2,201 萬 | 0.42% | −6,730−6.0% | 減碼 |
| Thornburg Investment Management Inc | 110,460 | $2,301 萬 | 0.32% | −14,893−11.9% | 減碼 |
| Driehaus Capital Management LLC | 111,676 | $2,329 萬 | 0.23% | −64,172−36.5% | 減碼 |
| Spire Wealth Management | 42,282 | $2,340 萬 | 0.63% | +8,692+25.9% | 加碼 |
| Woodson Capital Management, LP | 112,500 | $2,346 萬 | 4.29% | −13,500−10.7% | 減碼 |
| Intech Investment Management LLC | 113,281 | $2,362 萬 | 0.33% | +89,683+380.0% | 加碼 |
| Whittier Trust Co | 114,986 | $2,398 萬 | 0.35% | +4,539+4.1% | 加碼 |
| Gotham Asset Management, LLC | 118,881 | $2,479 萬 | 0.37% | +55,599+87.9% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 121,000 | $2,523 萬 | 0.05% | +1,100+0.9% | 加碼 |
| 1832 Asset Management L.P. | 121,487 | $2,534 萬 | 0.05% | +4,783+4.1% | 加碼 |
| Scout Investments, Inc. | 125,206 | $2,572 萬 | 0.63% | +11,388+10.0% | 加碼 |
| Railway Pension Investments Ltd | 125,000 | $2,607 萬 | 0.25% | 00.0% | 不變 |
| Thompson Siegel & Walmsley LLC | 125,798 | $2,624 萬 | 0.40% | −19,233−13.3% | 減碼 |
| Bridgewater Associates, LP | 127,842 | $2,666 萬 | 0.13% | −18,530−12.7% | 減碼 |
| AustralianSuper Pty Ltd | 131,806 | $2,707 萬 | 0.16% | +13,734+11.6% | 加碼 |
| Envestnet Asset Management Inc | 133,555 | $2,785 萬 | 0.01% | +4,347+3.4% | 加碼 |
| Bank of Montreal | 136,055 | $2,845 萬 | 0.01% | +17,379+14.6% | 加碼 |
| Allianz Asset Management GmbH | 138,164 | $2,881 萬 | 0.05% | +9,816+7.6% | 加碼 |
| Royce & Associates LP | 139,290 | $2,905 萬 | 0.26% | −10,795−7.2% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 144,404 | $3,012 萬 | 0.04% | +23,562+19.5% | 加碼 |
| Wells Fargo & Company | 145,997 | $3,045 萬 | 0.01% | +6,012+4.3% | 加碼 |
| Teacher Retirement System of Texas | 149,527 | $3,118 萬 | 0.20% | −19,569−11.6% | 減碼 |
| Korea Investment CORP | 153,137 | $3,194 萬 | 0.08% | −3,551−2.3% | 減碼 |
| State of Wisconsin Investment Board | 153,482 | $3,201 萬 | 0.08% | +77,462+101.9% | 加碼 |
| Citigroup Inc | 154,629 | $3,225 萬 | 0.04% | +26,890+21.1% | 加碼 |
| Stadium Capital Management LLC | 155,017 | $3,233 萬 | 25.66% | 00.0% | 不變 |
| New York State Teachers Retirement System | 155,362 | $3,240 萬 | 0.07% | −2,855−1.8% | 減碼 |
| KBC Group NV | 155,388 | $3,241 萬 | 0.10% | +57,817+59.3% | 加碼 |
| Raymond James & Associates | 163,714 | $3,414 萬 | 0.02% | +34,745+26.9% | 加碼 |
| GoodHaven Capital Management, LLC | 170,790 | $3,562 萬 | 13.40% | 00.0% | 不變 |
| National Pension Service | 173,700 | $3,623 萬 | 0.04% | −21,700−11.1% | 減碼 |
| Assenagon Asset Management S.A. | 174,527 | $3,640 萬 | 0.10% | −85,255−32.8% | 減碼 |
| Fisher Asset Management, LLC | 179,519 | $3,744 萬 | 0.02% | −38,855−17.8% | 減碼 |
| BNP Paribas Arbitrage, SA | 181,788 | $3,791 萬 | 0.05% | +28,404+18.5% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 183,445 | $3,826 萬 | 0.16% | +100,016+119.9% | 加碼 |
| Andra AP-fonden | 193,700 | $4,040 萬 | 0.72% | +97,800+102.0% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 195,048 | $4,068 萬 | 0.15% | −56,387−22.4% | 減碼 |
| Ensign Peak Advisors, Inc | 195,884 | $4,085 萬 | 0.07% | +67,009+52.0% | 加碼 |
| Southpoint Capital Advisors LP | 200,000 | $4,171 萬 | 0.83% | −1,150,000−85.2% | 減碼 |
| Samlyn Capital, LLC | 200,756 | $4,187 萬 | 0.73% | −120,029−37.4% | 減碼 |
| Credit Suisse AG | 203,376 | $4,241 萬 | 0.04% | −17,605−8.0% | 減碼 |
| Goldentree Asset Management LP | 203,996 | $4,254 萬 | 3.38% | −29,200−12.5% | 減碼 |
| Voya Investment Management LLC | 206,275 | $4,302 萬 | 0.04% | +110,763+116.0% | 加碼 |
| California State Teachers Retirement System | 208,130 | $4,341 萬 | 0.05% | +2,259+1.1% | 加碼 |
| Man Group plc | 209,540 | $4,370 萬 | 0.12% | +25,215+13.7% | 加碼 |
| Comerica Bank | 211,434 | $4,409 萬 | 0.19% | +18,183+9.4% | 加碼 |
| Macquarie Group Ltd | 221,306 | $4,615 萬 | 0.05% | −17,003−7.1% | 減碼 |
| Panagora Asset Management Inc | 222,836 | $4,647 萬 | 0.24% | −101,169−31.2% | 減碼 |
| Cerity Partners LLC | 225,214 | $4,697 萬 | 0.12% | +67,607+42.9% | 加碼 |
| Rhumbline Advisers | 229,575 | $4,788 萬 | 0.05% | +851+0.4% | 加碼 |
| California Public Employees Retirement System | 231,978 | $4,838 萬 | 0.03% | −14,056−5.7% | 減碼 |
| Principal Financial Group Inc | 241,187 | $5,030 萬 | 0.03% | +34,189+16.5% | 加碼 |
| UBS Group AG | 243,140 | $5,071 萬 | 0.02% | +132,554+119.9% | 加碼 |
| First Trust Advisors LP | 245,285 | $5,115 萬 | 0.05% | −69,713−22.1% | 減碼 |
| Russell Investments Group, Ltd. | 245,536 | $5,121 萬 | 0.08% | +26,430+12.1% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 250,179 | $5,163 萬 | 0.12% | −5,969−2.3% | 減碼 |
| RBF Capital, LLC | 258,702 | $5,395 萬 | 3.03% | 00.0% | 不變 |
| Massachusetts Financial Services Co | 268,368 | $5,597 萬 | 0.02% | −24,690−8.4% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 664,428 | $5,845 萬 | 0.13% | −130,740−16.4% | 減碼 |
| Alyeska Investment Group, L.P. | 281,041 | $5,861 萬 | 0.37% | +281,041 | 新進 |
| Victory Capital Management Inc | 282,120 | $5,884 萬 | 0.06% | +68,987+32.4% | 加碼 |
| Franklin Resources Inc | 283,136 | $5,905 萬 | 0.02% | +58,733+26.2% | 加碼 |
| Amundi | 327,454 | $5,969 萬 | 0.03% | +70,797+27.6% | 加碼 |
| JB Capital Partners LP | 292,265 | $6,095 萬 | 11.48% | 00.0% | 不變 |
| APG Asset Management N.V. | 317,515 | $6,131 萬 | 0.11% | +27,777+9.6% | 加碼 |
| Hill City Capital, LP | 300,000 | $6,257 萬 | 4.61% | 00.0% | 不變 |
| Avala Global LP | 306,279 | $6,387 萬 | 4.67% | −106,821−25.9% | 減碼 |
| Brandywine Global Investment Management, LLC | 309,556 | $6,456 萬 | 0.47% | −3,243−1.0% | 減碼 |
| LPL Financial LLC | 313,902 | $6,546 萬 | 0.04% | +46,789+17.5% | 加碼 |
| Commerce Bank | 318,188 | $6,636 萬 | 0.44% | +3,592+1.1% | 加碼 |
| Goldman Sachs Group Inc | 326,920 | $6,818 萬 | 0.01% | −144,440−30.6% | 減碼 |