7 Best Building Materials Stocks to Buy for the Residential Recovery
The next housing boom may not be built on cheap land or low rates; it may be built on supply.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Giverny Capital Francois Rochon | 403,665 | $107,031,775 | -23% | 3.92% |
| 2. | BAMCO Inc. Ron Baron | 198,216 | $52,556,972 | -54% | 0.16% |
| 3. | Driehaus Capital Richard Driehaus | 85,297 | $22,616,500 | -59% | 0.17% |
| 4. | First Eagle Investment Management Jean-Marie Eveillard | 63,843 | $16,927,971 | +5% | 0.03% |
| 5. | Royce & Associates Chuck Royce | 58,932 | $15,625,820 | -62% | 0.15% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $206.74 | 155 | $32,044.70 | 34,209 | 2026-06-11 | Filing | |
| $205.52 | 80 | $16,441.60 | 34,054 | 2026-06-11 | Filing | |
| $204.32 | 20 | $4,086.40 | 33,974 | 2026-06-11 | Filing | |
| $202.73 | 99 | $20,070.27 | 33,954 | 2026-06-11 | Filing | |
| $201.91 | 133 | $26,854.03 | 33,855 | 2026-06-11 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $293.31 | 1,410 | $413,567.10 | 5,373 | 2026-03-09 | Filing | |
| $299.31 | 2,000 | $598,620.00 | 7,413 | 2026-03-09 | Filing | |
| $314.06 | 400,000 | $125,624,000.00 | 1,727,819 | 2026-03-03 | Filing | |
| $268.28 | 2,001 | $536,831.88 | 8,373 | 2025-11-26 | Filing | |
| $252.05 | 100 | $25,205.00 | 32,999 | 2025-11-07 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 3,758,298 | $996,512,806 | 0.02% | |
| 2. | 1,812,801 | $480,664,416 | 1.41% | |
| 3. | 1,368,128 | $362,759,139 | 0.01% | |
| 4. | 1,060,295 | $281,137,219 | 0.01% | |
| 5. | 1,026,762 | $272,245,944 | 0% |