Builders Firstsource (BLDR) Held by Superinvestors
BUILDERS FIRSTSOURCE INC (BLDR) is currently held by 9 superinvestors tracked by InsiderSet, with a combined reported market value of approximately $292.50M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Brave Warrior Advisors is currently the largest disclosed institutional shareholder of BLDR tracked by InsiderSet, reporting ownership valued at approximately $209.43M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $123.70M, representing an estimated loss of -40.94% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed BLDR value among the investors covered in this analysis. Major shareholders include Brave Warrior Advisors, Semper Augustus Investments Group, Parnassus Endeavor Fund, and several other long-term asset managers with concentrated positions in BUILDERS FIRSTSOURCE INC (BLDR).
This page ranks the largest institutional BLDR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Brave Warrior Advisors | Glenn Greenberg | 4.56% | 2,340,571 | $209,434,293 | $123,699,177 | -$85,735,116 | -40.94% |
| Semper Augustus Investments Group | Christopher Bloomstran | 5.60% | 553,722 | $49,547,045 | $29,264,208 | -$20,282,837 | -40.94% |
| Parnassus Endeavor Fund | Parnassus Investments | 0.03% | 144,903 | $12,965,920 | $7,658,124 | -$5,307,796 | -40.94% |
| Turtle Creek Asset Management | Andrew Brenton | 0.34% | 96,090 | $8,598,133 | $5,078,357 | -$3,519,777 | -40.94% |
| Giverny Capital | Francois Rochon | 0.28% | 91,464 | $8,184,199 | $4,833,872 | -$3,350,327 | -40.94% |
| Tweedy, Browne Co All Funds (US) | B. Tweedy, Ch. Browne | 0.13% | 19,598 | $1,753,629 | $1,035,754 | -$717,875 | -40.94% |
| Miller Value Partners | Bill Miller | 0.40% | 19,115 | $1,710,410 | $1,010,228 | -$700,182 | -40.94% |
| Sequoia Financial Advisors | 0.00% | 3,224 | $288,484 | $170,388 | -$118,096 | -40.94% | |
| First Eagle U.S. Value | Jean-Marie Eveillard | 0.00% | 167 | $14,943 | $8,826 | -$6,117 | -40.94% |
Frequently asked questions about BLDR
Who are the largest superinvestors holding BLDR?
The largest superinvestors holding BLDR in the latest SEC Form 13F filings include Brave Warrior Advisors, Semper Augustus Investments Group, Parnassus Endeavor Fund, Turtle Creek Asset Management, and Giverny Capital. InsiderSet ranks these superinvestors by their latest reported BLDR position.
What does the BLDR superinvestors page include?
This page tracks BLDR positions reported by a curated group of notable institutional investors and fund managers through SEC Form 13F. BUILDERS FIRSTSOURCE INC (BLDR) on this page reflects disclosed 13F holdings among those superinvestors, not every institutional shareholder of the stock.
How many superinvestors hold BLDR?
InsiderSet currently tracks 9 superinvestors reporting BLDR holdings in the latest available 13F data. This is the curated set on this page, not the total number of institutions that own BLDR.
How much BLDR stock do superinvestors hold?
Superinvestors tracked by InsiderSet disclosed approximately $292.50M in BLDR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value, and it covers the curated superinvestors on this page rather than every institutional filer.
When were BLDR superinvestor holdings last updated?
The latest BLDR superinvestor holdings on InsiderSet are based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time holdings.
Are superinvestor BLDR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by these superinvestors as of the end of the reporting quarter. A superinvestor may have changed its BLDR position after the reporting date.
Are superinvestors buying or selling BLDR?
Buying and selling can be analyzed by comparing BLDR positions across consecutive 13F reporting periods. InsiderSet's BLDR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BLDR ownership changes.
How have superinvestor BLDR holdings changed over time?
InsiderSet tracks BLDR holdings among these superinvestors across multiple 13F reporting periods, so holder counts, reported value, and reported shares can be compared over time.