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.
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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.
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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.
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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.