Jim Cramer Prefers Home Depot Over Builders FirstSource (BLDR)
“I was a huge believer in Builders FirstSource. This is proving to be such a hard market that I had to default and switch to Home Depot and Lowe’s. Builders FirstSource is a moonshot.
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. | Brave Warrior Capital Glenn Greenberg | 1,805,381 | $218,902,446 | -2% | 5.08% |
| 2. | Diamond Hill Capital Ric Dillon | 1,651,067 | $200,191,874 | -35% | 0.95% |
| 3. | Lodge Hill Capital Clint Murray | 328,000 | $39,770,000 | +14% | 7.1% |
| 4. | 297,400 | $36,059,750 | +35% | 0.01% | |
| 5. | 271,600 | $32,931,500 | 0.45% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $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 | |
| $11.73 | 4,000 | $46,920.00 | 30,390 | 2018-12-10 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $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 | |
| $153.68 | 30,000 | $4,610,400.00 | 95,333 | 2024-08-08 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 12,424,724 | $1,506,497,786 | 0.02% | |
| 2. | 11,405,266 | $1,382,888,479 | 0.07% | |
| 3. | 8,707,871 | $1,055,829,370 | 0.02% | |
| 4. | 4,992,263 | $605,311,889 | 0.02% | |
| 5. | 3,543,420 | $429,639,675 | 0.07% |
News See All
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Builders FirstSource, Inc. (NYSE:BLDR) Q3 2025 Earnings Call Transcript
Operator: Good day, and welcome to the Builders FirstSource Third Quarter 2025 Earnings Conference Call.
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Builders FirstSource, Inc. (NYSE:BLDR) Q2 2025 Earnings Call Transcript
Operator: Good day, and welcome to the Builders FirstSource Second Quarter 2025 Earnings Conference Call.
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Builders FirstSource Inc. (NYSE:BLDR) ranks among the stocks to benefit from an onshoring boom. On July 18, Jefferies maintained its Buy rating on Builders FirstSource Inc.
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