Builders FirstSource, Inc.

BLDR

交易所: NYSE
產業: Retail-Lumber & Other Building Materials Dealers
SEC CIK: 0001316835

SEC 申報列表（在新分頁開啟）

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。

2026 年第 2 季與 2026 年第 1 季比較

持有 Builders FirstSource, Inc. 的機構從 2026 年第 1 季到 2026 年第 2 季的變化。

2026 年第 2 季全部持有人 2026 年第 1 季全部持有人

BLDR 的 13F 持有人：2026 年第 1 季與 2026 年第 2 季比較
項目	2026 年第 1 季	其中尚未申報 2026 年第 2 季	2026 年第 2 季	變化
持有家數	726	4	671	−51
股數	1.06 億	69.4 萬	1.08 億	+217.7 萬 (+2.1%)
市值	$87.4 億	$5,713 萬	$96.3 億	+$9.46 億 (+10.9%)

4 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（98 家）

2026 年第 2 季季末持有 Builders FirstSource, Inc.、2026 年第 1 季季末沒有持有的機構。

2026 年第 2 季新進 BLDR 的機構
機構	股數	市值	佔組合 %
D1 Capital Partners L.P.大師D1 資本	1,639,222	$1.47 億	0.42%
Norges Bank	860,958	$7,704 萬	0.01%
Jupiter Topco LLC	826,290	$7,394 萬	0.03%
Westfield Capital Management Co LP	656,421	$5,874 萬	0.19%
Capital Research Global Investors	593,700	$5,319 萬	0.01%
Long Pond Capital, LP	245,750	$2,199 萬	2.31%
Thompson Siegel & Walmsley LLC	210,183	$1,881 萬	0.34%
Capital Fund Management S.A.	167,289	$1,497 萬	0.11%
Foundation Resource Management Inc	142,094	$1,271 萬	1.48%
Tudor Investment Corp Et Al	118,626	$1,061 萬	0.04%
Michelson Medical Research Foundation, Inc.	97,000	$868.0 萬	8.02%
CastleKnight Management LP	72,800	$651.4 萬	0.24%
Cna Financial Corp	55,000	$492.1 萬	2.06%
Y-Intercept (Hong Kong) Ltd	39,914	$357.2 萬	0.07%
Walleye Capital LLC	39,793	$356.1 萬	0.02%
New Age Alpha Advisors, LLC	35,515	$317.8 萬	0.13%
Silvant Capital Management LLC	35,152	$314.5 萬	0.09%
Algert Global LLC	31,270	$279.8 萬	0.03%
Jain Global LLC	30,864	$276.2 萬	0.03%
HRT Financial LP	28,470	$254.7 萬	0.00%
Qsemble Capital Management, LP	26,999	$241.6 萬	0.31%
Sciencast Management LP	25,839	$231.2 萬	0.48%
Fulcrum Asset Management LLP	22,819	$206.5 萬	0.21%
ARGA Investment Management, LP	20,412	$182.6 萬	0.05%
Tweedy, Browne Co LLC	19,598	$175.4 萬	0.13%
Capital Group Private Client Services, Inc.	19,389	$173.5 萬	0.02%
Palogic Value Management, L.P.	16,277	$145.6 萬	0.52%
Regents Gate Capital LLP	15,507	$138.8 萬	1.85%
Waratah Capital Advisors Ltd.	14,970	$134.0 萬	0.10%
Catalyst Funds Management Pty Ltd	13,100	$117.2 萬	0.07%
Sone Capital Management, LLC	12,992	$116.3 萬	0.09%
Occudo Quantitative Strategies LP	12,003	$107.4 萬	0.06%
Bosman Wealth Management, LLC	11,558	$103.4 萬	0.64%
Frec Markets, Inc.	10,802	$96.7 萬	0.09%
Kailix Advisors LLC	10,000	$89.5 萬	0.86%
Sippican Capital Advisors	8,965	$80.2 萬	0.49%
Nomura Holdings Inc	8,851	$79.2 萬	0.00%
Weiss Asset Management LP	7,769	$69.5 萬	0.01%
LVM Capital Management Ltd	7,445	$66.6 萬	0.06%
Virginia Retirement Systems Et Al	7,200	$64.4 萬	0.00%
Teacher Retirement System of Texas	7,131	$63.8 萬	0.00%
Kentucky Retirement Systems	6,849	$61.3 萬	0.02%
Gateway Investment Advisers LLC	6,421	$57.5 萬	0.01%
Sentinel Dome Partners, LLC	6,000	$53.7 萬	0.39%
Evergreen Capital Management LLC	5,504	$49.2 萬	0.01%
Jane Street Group, LLC	5,378	$48.1 萬	0.00%
Proficio Capital Partners LLC	4,761	$42.6 萬	0.02%
Thompson Davis & Co., Inc.	4,250	$38.0 萬	0.23%
BCS Private Wealth Management, Inc.	3,945	$35.3 萬	0.11%
Kingsview Wealth Management, LLC	3,826	$34.2 萬	0.00%
Aristeia Capital LLC	3,755	$33.6 萬	0.01%
Everence Capital Management Inc	3,732	$33.4 萬	0.02%
Kingswood Wealth Advisors, LLC	3,187	$28.5 萬	0.01%
Nykredit A/S	3,174	$28.4 萬	0.00%
WoodTrust Financial Corp	2,905	$25.9 萬	0.03%
D. E. Shaw & Co., Inc.	2,768	$24.8 萬	0.00%
Wealthfront Advisers LLC	2,699	$24.2 萬	0.00%
Sheets Smith Wealth Management	2,637	$23.6 萬	0.02%
Hunter Perkins Capital Management, LLC	2,566	$23.0 萬	0.05%
Two Sigma Securities, LLC	2,568	$23.0 萬	0.02%
Nkcfo LLC	2,500	$22.4 萬	0.07%
Family Legacy, Inc.	2,495	$22.3 萬	0.06%
Claret Asset Management Corp	2,493	$22.3 萬	0.02%
Longaeva Partners L.P.	2,440	$21.8 萬	0.01%
Arcataur Capital Management LLC	2,375	$21.3 萬	0.05%
Intrepid Financial Planning Group LLC	2,365	$21.2 萬	0.07%
Northwest & Ethical Investments L.P.	2,214	$20.0 萬	0.00%
Quantbot Technologies LP	1,615	$14.5 萬	0.01%
Twin Tree Management, LP	1,615	$14.5 萬	0.02%
Family Legacy Financial Solutions, LLC	1,596	$14.3 萬	0.09%
Caldwell Sutter Capital, Inc.	813	$7.27 萬	0.03%
Global Retirement Partners, LLC	548	$4.90 萬	0.00%
Continuum Advisory, LLC	535	$4.79 萬	0.00%
First Eagle Investment Management, LLC	167	$1.49 萬	0.00%
Atlantic Trust, LLC	102	$9,127	0.00%
Concord Wealth Partners	90	$8,053	0.00%
Action Point Financial Planning, LLC	88	$7,784	0.00%
Bokf, NA	80	$7,158	0.00%
Commonwealth Retirement Investments LLC	79	$7,069	0.00%
West Paces Advisors Inc.	55	$4,921	0.00%
Essential Partners LLC	38	$3,400	0.00%
American Capital Advisory, LLC	33	$2,953	0.00%
J.Safra Asset Management Corp	29	$2,595	0.00%
Cape Investment Advisory, Inc.	29	$2,595	0.00%
LifeSteps Financial, Inc.	23	$2,058	0.00%
Pinnacle Bancorp, Inc.	19	$1,700	0.00%
Creative Capital Management Investments LLC	17	$1,521	0.00%
Manchester Capital Management LLC	16	$1,432	0.00%
Manning & Napier Advisors LLC	15	$1,358	0.00%
IFG Advisory, LLC	15	$1,342	0.00%
Valley National Advisers Inc	8	$716	0.00%
Horizon Financial Services, LLC	7	$626	0.00%
Plante Moran Financial Advisors, LLC	4	$358	0.00%
Tidemark, LLC	4	$358	0.00%
Bryn Mawr Trust Co	3	$268	0.00%
Planning Strategies Inc.	2	$179	0.00%
Maryland Capital Advisors Inc.	1	$90	0.00%
Evolution Advisers, Inc.	2	$0	0.00%

清倉機構（149 家）

2026 年第 1 季季末持有 Builders FirstSource, Inc.、2026 年第 2 季有申報但已經沒有持有的機構。

依市值列出前 100 家，共 149 家。

2026 年第 2 季清倉 BLDR 的機構
機構	2026 年第 1 季股數	2026 年第 1 季市值
Point72 Asset Management, L.P.	572,626	$4,714 萬
Cercano Management LLC	386,254	$3,180 萬
Apollo Management Holdings, L.P.	287,606	$2,368 萬
Schonfeld Strategic Advisors LLC	273,723	$2,254 萬
Balyasny Asset Management LLC	235,549	$1,939 萬
Verition Fund Management LLC	228,437	$1,881 萬
Renaissance Technologies LLC	220,241	$1,813 萬
AustralianSuper Pty Ltd	203,336	$1,674 萬
Worldquant Millennium Advisors LLC	159,958	$1,317 萬
SummitTX Capital, L.P.	104,847	$863.2 萬
RIHO Partners, LLC	99,387	$818.3 萬
Mountaineer Partners Management, LLC	98,203	$808.5 萬
Achmea Investment Management B.V.	97,991	$806.8 萬
Parkwood LLC	91,507	$753.4 萬
Robeco Institutional Asset Management B.V.	89,118	$733.7 萬
De Lisle Partners LLP	84,501	$695.7 萬
Aviva PLC	81,345	$669.7 萬
Moody Lynn & Lieberson, LLC	72,198	$594.4 萬
Lighthouse Investment Partners, LLC	70,766	$582.6 萬
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	68,839	$566.8 萬
Eagle Global Advisors LLC	60,369	$497.0 萬
IPG Investment Advisors LLC	60,289	$496.4 萬
Brevan Howard Capital Management LP	43,920	$361.6 萬
Old West Investment Management, LLC	42,219	$347.6 萬
Asio Capital, LLC	34,281	$282.2 萬
Tredje AP-fonden	33,893	$279.0 萬
Alberta Investment Management Corp	30,600	$251.9 萬
Covea Finance	29,956	$246.6 萬
Campbell & CO Investment Adviser LLC	23,919	$196.9 萬
Magnetar Financial LLC	24,019	$189.4 萬
Lombard Odier Asset Management (Switzerland) SA	22,278	$183.4 萬
KCM Investment Advisors LLC	22,140	$182.3 萬
SEB Asset Management AB	21,832	$179.7 萬
Swedbank AB	21,681	$178.5 萬
OP Asset Management Ltd	20,830	$171.5 萬
Impala Asset Management LLC	20,000	$164.7 萬
IFM Investors Pty Ltd	19,966	$164.4 萬
Simplex Trading, LLC	19,773	$162.8 萬
Bank of Nova Scotia	16,204	$133.4 萬
King Luther Capital Management Corp	15,774	$129.9 萬
British Columbia Investment Management Corp	15,243	$125.5 萬
National Pension Service	14,466	$119.1 萬
Nissay Asset Management Corp	14,265	$117.4 萬
Nordea Investment Management AB	13,592	$109.4 萬
PensionDanmark Pensionsforsikringsaktieselskab	13,016	$107.2 萬
Wincap Financial LLC	12,758	$105.0 萬
Intech Investment Management LLC	10,996	$90.5 萬
Concentric Capital Strategies, LP	10,969	$90.3 萬
Union Square Park Capital Management, LLC	10,000	$82.3 萬
Abn Amro Investment Solutions	9,961	$82.0 萬
Eschler Asset Management LLP	9,660	$79.5 萬
Harber Asset Management LLC	9,600	$79.0 萬
Dynamic Technology Lab Private Ltd	9,183	$75.6 萬
Gulf International Bank (UK) Ltd	8,678	$71.4 萬
Canada Pension Plan Investment Board	8,436	$69.5 萬
IMC-Chicago, LLC	7,721	$63.6 萬
Candriam Luxembourg S.C.A.	7,710	$63.5 萬
Westbourne Investments, Inc.	7,600	$62.6 萬
Fuller & Thaler Asset Management, Inc.	7,512	$61.8 萬
Legato Capital Management LLC	7,256	$59.7 萬
Omers Administration Corp	7,053	$58.1 萬
DRW Securities, LLC	6,689	$55.1 萬
Prudential PLC	6,569	$54.1 萬
Roundview Capital LLC	6,561	$54.0 萬
Farringdon Capital, Ltd.	6,251	$51.5 萬
Tokio Marine Asset Management Co Ltd	6,173	$50.8 萬
Hardy Reed LLC	6,000	$49.4 萬
ClearAlpha Technologies LP	5,792	$47.7 萬
Hodges Capital Management Inc.	5,734	$47.2 萬
Landmark Investment Partners, L.P.	4,726	$38.9 萬
E. Ohman J:or Asset Management AB	4,700	$38.7 萬
CAPROCK Group, Inc.	4,661	$38.4 萬
Evolve Private Wealth, LLC	4,661	$38.4 萬
Perpetual Ltd	4,531	$37.3 萬
Diametric Capital, LP	4,441	$36.6 萬
Wealth Group, Ltd.	4,350	$35.8 萬
Alphadyne Asset Management LP	4,299	$35.4 萬
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co	2,600	$34.6 萬
Saudi Central Bank	4,082	$33.6 萬
First Manhattan Co	4,071	$33.5 萬
Gabelli Funds LLC	4,000	$32.9 萬
Alamea Verwaltungs GmbH	3,903	$32.1 萬
Obermeyer Wood Investment Counsel, LLLP	3,844	$31.6 萬
MQS Management LLC	3,814	$31.4 萬
PEAK6 LLC	3,779	$31.1 萬
Oslo Pensjonsforsikring AS	3,741	$30.8 萬
AlphaGrep UK Ltd	3,666	$30.2 萬
Neo Ivy Capital Management	3,593	$29.6 萬
Patton Fund Management, Inc.	3,363	$27.7 萬
Banque Cantonale Vaudoise	3,316	$27.3 萬
World Equity Group, Inc.	3,308	$27.2 萬
Wexford Capital LP	3,300	$27.2 萬
B. Metzler seel. Sohn & Co. AG	3,249	$26.7 萬
Calamos Advisors LLC	3,209	$26.4 萬
Calamos Wealth Management LLC	3,209	$26.4 萬
Metis Global Partners, LLC	3,186	$26.2 萬
Asahi Life Asset Management Co., Ltd.	3,125	$25.7 萬
Guyasuta Investment Advisors Inc	3,122	$25.7 萬
Royal London Asset Management Ltd	3,095	$25.5 萬
Applied Finance Capital Management, LLC	2,805	$23.1 萬

尚未申報 2026 年第 2 季的機構（4 家）

2026 年第 1 季季末持有 Builders FirstSource, Inc.、還沒有申報 2026 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2026 年第 1 季持有 BLDR、尚未申報 2026 年第 2 季的機構
機構	2026 年第 1 季股數	2026 年第 1 季市值
Janus Henderson Group PLC	688,745	$5,670 萬
Skopos Labs, Inc.	2,736	$22.5 萬
CWM, LLC	2,016	$16.6 萬
Sunbelt Securities, Inc.	359	$2.96 萬