Does Builders FirstSource (BLDR) Offer an Attractive Risk-Reward Opportunity?
Black Bear Value Partners, an investment advisory firm, issued its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Builders Firstsource Inc. (BLDR)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Coliseum Capital Christopher Shackelton And Adam Gray | 2,598,218 | $232,488,547 | +25% | 20% |
| 2. | Brave Warrior Capital Glenn Greenberg | 2,340,571 | $209,434,293 | -2% | 4.56% |
| 3. | D1 Capital Partners Daniel Sundheim | 1,639,222 | $146,677,585 | 0.42% | |
| 4. | Diamond Hill Capital Ric Dillon | 1,507,684 | $134,907,564 | -15% | 1.08% |
| 5. | Holocene Advisors Brandon Haley | 1,066,869 | $95,463,438 | +90% | 0.22% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $87.73 | 50,000 | $4,386,500.00 | 1,727,191 | 2026-03-13 | Filing | |
| $115.50 | 1,948 | $224,994.00 | 31,121 | 2025-06-10 | Filing | |
| $109.67 | 5,000 | $548,350.00 | 5,000 | 2025-05-27 | Filing | |
| $111.21 | 283,517 | $31,529,925.57 | 1,672,687 | 2025-05-09 | Filing | |
| $110.65 | 216,483 | $23,953,843.95 | 1,389,170 | 2025-05-08 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $78.17 | 5,000 | $390,850.00 | 122,284 | 2026-05-08 | Filing | |
| $144.85 | 1,250 | $181,062.50 | 73,521 | 2025-08-22 | Filing | |
| $140.82 | 18,000 | $2,534,760.00 | 123,331 | 2025-02-27 | Filing | |
| $178.28 | 2,889 | $515,050.92 | 38,598 | 2024-11-15 | Filing | |
| $178.41 | 10,000 | $1,784,100.00 | 33,083 | 2024-11-07 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 7,833,417 | $700,934,166 | 0.01% | |
| 2. | 6,854,631 | $613,352,382 | 0.01% | |
| 3. | 4,839,758 | $433,067,055 | 0.01% | |
| 4. | 4,162,116 | $372,426,140 | 0.02% | |
| 5. | 3,907,321 | $349,627,083 | 0.07% |
News See All
Is Builders FirstSource, Inc. (BLDR) A Good Stock To Buy Now?
Is BLDR a good stock to buy? We came across a bullish thesis on Builders FirstSource, Inc. on X.com by @tomicki. In this article, we will summarize the bulls’ thesis on BLDR.
10 Best 52-Week Low Stocks to Buy According to Hedge Funds
The AI trade is carrying on strong as ever, showing no signs of slowing down.
Builders FirstSource, Inc. (NYSE:BLDR) Q1 2026 Earnings Call Transcript
Operator: Good day, and welcome to the Builders FirstSource First Quarter 2026 Earnings Conference Call.
10 Best Housing Stocks to Buy in 2026
On April 20, Reuters reported that U.S. homebuilders expect another rough year, citing analysts who warned tariffs and the Iran war will compress margins as inflation keeps buyers away.
7 Low-Risk High-Reward Stocks to Buy Now
Last week, volatility-linked and systematic strategies sold $24 billion worth of stocks, Reuters reported on April 8, 2026.
Builders FirstSource (BLDR) Declined 20% Furter in Q1, Due to Housing Market Weakness
Black Bear Value Partners, an investment advisory firm, issued its first-quarter 2026 investor letter. A copy of the letter can be downloaded here.
10 Best Mid Cap Value Stocks to Buy in 2026
The S&P 500 is down around 4.40% year-to-date, mainly due to the ongoing conflict between the US and Iran.
Builders FirstSource, Inc. (NYSE:BLDR) Q4 2025 Earnings Call Transcript
Operator: Good day, and welcome to the Builders FirstSource Fourth Quarter 2025 and Full Year Earnings Conference Call.
Black Bear Value Fund Aligns with the Long-Term Thesis for Builders FirstSource (BLDR)
Black Bear Value Fund, an investment advisor, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
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