Revenue Decline Expectations Pressure Builders FirstSource (BLDR) Shares
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q3 2026 investor letter for its “Large Cap Strategy”. The letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Bailard Inc Thomas Bailard | 5,906 | $336,701 | 0.01% |
| 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 | 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 |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 147,460 | $8,406,695 | 0.37% | |
| 2. | 128,869 | $7,346,822 | 0.78% | |
| 3. | 112,262 | $6,400,057 | 0.11% | |
| 4. | 91,287 | $5,204,262 | 0.04% | |
| 5. | 90,476 | $5,158,037 | 0.14% |