BUILDERS FIRSTSOURCE INC (BLDR) — Hedge Fund Ownership Q1 2026
BLDR
- BUILDERS FIRSTSOURCE INC (BLDR) is held by 4 of 84 tracked hedge funds, with Brave Warrior Advisors (5%) and Semper Augustus Investments Group (2%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- New position in BLDR stock was initiated by Semper Augustus Investments Group (2%).
- The biggest increases in BLDR holdings came from Giverny Capital (+2%), highlighting conviction.
- The biggest decreases in BLDR holdings came from Brave Warrior Advisors (-0.3%), suggesting profit-taking or de-risking.
- Overall, hedge funds decreased exposure to BUILDERS FIRSTSOURCE INC (BLDR) by -0.2% vs the prior quarter and +86% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Brave Warrior Advisors Glenn Greenberg
|
4.83% | 2.4M | -0.29% | +91.07% | $195.3M | $82.33 | — |
| 2 |
Semper Augustus Investments Group Christopher Bloomstran
|
2.24% | 228K | NEW | — | $18.8M | $82.33 | — |
| 3 |
Miller Value Partners Bill Miller
|
0.41% | 19K | NEW | — | $1.6M | $82.33 | — |
| 4 |
Giverny Capital Francois Rochon
|
0.28% | 92K | +2.03% | +11.36% | $7.6M | $82.33 | — |
| 4 | Total | — | 2.7M | -0.20% | +86.11% | $223.2M | — | — |
* 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.