BLDR

Builders Firstsource, Inc.

A supplier and manufacturer of building materials serving professional homebuilders, remodeling contractors, and multi-family builders across the U.S., it makes roof trusses, wall panels, windows, doors, and lumber. Founded in 1998 in Dallas as a "buy-and-build" roll-up to consolidate a fragmented industry, it grew into a national player through the 2015 ProBuild acquisition and the 2021 merger with BMC Stock Holdings. Its name reflects its focus on serving professional builders first—not everyday shoppers at big-box home stores.

Recent Activity

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2026Q2

5 buys2 sells

Brave Warrior AdvisorsTRIM

-31.7K shares(-1.3%)

Brave Warrior AdvisorsTRIM

-31.7K shares(-1.3%)

Bridgewater Associates LPADD

+47.2K shares(+1162.5%)

Bridgewater Associates LPADD

+47.2K shares(+1162.5%)

First Eagle Investment ManagementNEW

+167 shares

First Eagle Investment ManagementNEW

+167 shares

Giverny CapitalTRIM

-349 shares(-0.4%)

Giverny CapitalTRIM

-349 shares(-0.4%)

Miller Value PartnersADD

+222 shares(+1.2%)

Miller Value PartnersADD

+222 shares(+1.2%)

Semper AugustusADD

+325.5K shares(+142.6%)

Semper AugustusADD

+325.5K shares(+142.6%)

Tweedy, Browne CompanyNEW

+19.6K shares

Tweedy, Browne CompanyNEW

+19.6K shares

2026Q1

4 buys1 sell

Brave Warrior AdvisorsTRIM

-6.9K shares(-0.3%)

Brave Warrior AdvisorsTRIM

-6.9K shares(-0.3%)

Bridgewater Associates LPNEW

+4.1K shares

Bridgewater Associates LPNEW

+4.1K shares

Giverny CapitalADD

+1.8K shares(+2.0%)

Giverny CapitalADD

+1.8K shares(+2.0%)

Miller Value PartnersNEW

+18.9K shares

Miller Value PartnersNEW

+18.9K shares

Semper AugustusNEW

+228.2K shares

Semper AugustusNEW

+228.2K shares

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