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. (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. | Diamond Hill Capital Ric Dillon | 2,536,032 | $295,929,574 | +12% | 1.36% |
| 2. | Brave Warrior Capital Glenn Greenberg | 1,827,261 | $213,223,086 | +48% | 4.89% |
| 3. | Coliseum Capital Christopher Shackelton And Adam Gray | 638,210 | $74,472,725 | +15% | 5.35% |
| 4. | Atreides Management Gavin Baker | 322,151 | $37,591,800 | 1.04% | |
| 5. | Alyeska Investment Group Anand Parekh | 317,858 | $37,090,850 | 0.13% |
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 |
|---|---|---|---|---|---|---|
| $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 | |
| $159.25 | 4,875 | $776,343.75 | 30,106 | 2024-05-30 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 12,555,323 | $1,465,080,640 | 0.02% | |
| 2. | 11,626,978 | $1,356,752,078 | 0.08% | |
| 3. | 8,638,602 | $1,008,038,474 | 0.02% | |
| 4. | 5,026,553 | $586,548,470 | 0.02% | |
| 5. | 3,383,803 | $394,855,972 | 0.07% |
News See All
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.
Should You be Confident in Builders FirstSource’s (BLDR) Long-Term Strategy?
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Builders FirstSource (BLDR) Jumps 8.7% as Investors Scoop Up "Undervalued" Stocks
In line with the rating, Builders FirstSource, Inc. (NYSE:BLDR) currently bears a Zacks Rank #3 or a “hold” recommendation on its stock on expectations that it may perform in line with the broader...
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