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)
Market is closed
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
Jim Cramer's Recent Takes on These 21 Stocks
“It's a great reminder of the need for diversification.
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.
Jim Cramer Recently Discussed These 8 Stocks
On Tuesday, Mad Money host Jim Cramer noted a change in market behavior, as he pointed out that tech and AI stocks, which have been driving recent gains, retreated, while stocks tied to the broader economy...
Does Builders FirstSource (BLDR) Have a Long-Term Tailwind for Growth?
Black Bear Value Partners, an investment management firm, published its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Builders FirstSource, Inc. (BLDR): A Bull Case Theory
We came across a bullish thesis on Builders FirstSource, Inc. on Valueinvestorsclub.com by JohnKimble. In this article, we will summarize the bulls’ thesis on BLDR.
Should You Hold Builders FirstSource (BLDR)?
Sands Capital, an investment management company, released its “Sands Capital Global Growth Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Builders FirstSource, Inc. (BLDR): A Bull Case Theory
We came across a bullish thesis on Builders FirstSource, Inc. on Darius Dark Investing’s Substack. In this article, we will summarize the bulls’ thesis on BLDR.
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.
Jefferies Raises Builders FirstSource (BLDR) Price Target, Citing Margin Strength Despite Weak Demand
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.