BUILDERS FIRSTSOURCE INC (BLDR) — Hedge Fund Ownership Q4 2025
BLDR
- BUILDERS FIRSTSOURCE INC (BLDR) is held by 2 of 82 tracked hedge funds, with Brave Warrior Advisors (6%) and Giverny Capital (0.3%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in BLDR holdings came from Brave Warrior Advisors (+32%) and Giverny Capital (+3%), highlighting conviction.
- Overall, hedge funds increased exposure to BUILDERS FIRSTSOURCE INC (BLDR) by +30% vs the prior quarter.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Brave Warrior Advisors Glenn Greenberg
|
5.73% | 2.4M | +31.78% | — | $244.8M | $102.89 | — |
| 2 |
Giverny Capital Francois Rochon
|
0.31% | 90K | +3.32% | — | $9.3M | $102.89 | — |
| 2 | Total | — | 2.5M | +30.47% | — | $254.0M | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.