BUILDERS FIRSTSOURCE INC (BLDR) Stock Institutional Trading Activity


BUILDERS FIRSTSOURCE INC (BLDR) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q4 2025), investors with some of the largest reported share count changes include Brave Warrior Advisors, Renaissance Technologies LLC, Turtle Creek Asset Management, Giverny Capital, and Parnassus Endeavor Fund. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.

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Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2024Turtle Creek Asset ManagementSell-4,3008,540$1,781,017
Q4 2023Renaissance Technologies LLCSell-107,941244,000$40,733
Q4 2023Sequoia Financial AdvisorsBuy1,3031,303$217,523
Q4 2023Sequoia FundSell-1,1004,700$784,618
Q4 2023Turtle Creek Asset ManagementSell-2,31012,840$2,143,510
Q3 2023Renaissance Technologies LLCBuy20,841351,941$43,813
Q3 2023Miller Value PartnersSell-4,00013,000$1,618,370
Q3 2023Turtle Creek Asset ManagementBuy1,65015,150$1,886,024
Q2 2023Renaissance Technologies LLCSell-642,741331,100$45,030
Q2 2023Sequoia FundSell-44,1755,800$788,800
Q2 2023Miller Value PartnersSell-4,50017,000$2,312,000
Q2 2023Turtle Creek Asset ManagementSell-8,05013,500$1,836,000
Q1 2023Renaissance Technologies LLCBuy248,100973,841$86,458
Q1 2023Sequoia FundBuy4,97349,975$4,436,781
Q1 2023Conifer ManagementSell-800,0001,200,000$106,536,000
Q1 2023Turtle Creek Asset ManagementBuy6,80021,550$1,913,209
Q4 2022Renaissance Technologies LLCSell-45,500725,741$47,086
Q4 2022Miller Value PartnersBuy21,50021,500$1,394,920
Q4 2022Sequoia FundSell-74545,002$2,919,730
Q4 2022Conifer ManagementSell-500,0002,000,000$129,760,000
Q4 2022Turtle Creek Asset ManagementBuy10,75014,750$956,980
Q3 2022Sequoia FundBuy2,03545,747$2,695
Q3 2022Renaissance Technologies LLCBuy74,600771,241$45,442
Q3 2022Turtle Creek Asset ManagementBuy4,0004,000$236
Q2 2022Sequoia FundSell-4,52643,712$2,347
Q2 2022Alta Fox Capital ManagementBuy55,00055,000$2,954
Q2 2022Renaissance Technologies LLCSell-49,000696,641$37,410
Q1 2022Sequoia FundSell-55448,238$3,113
Q1 2022Renaissance Technologies LLCBuy319,408745,641$48,124
Q1 2022Conifer ManagementSell-500,0002,500,000$161,350

Frequently asked questions about BLDR activity

  • Which institutional owners are buying BLDR?

    Institutional owners buying BLDR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BLDR activity?

    "Buy" means an investor increased their reported position in BLDR compared to the prior reporting period. This reflects growing exposure to BUILDERS FIRSTSOURCE INC (BLDR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BLDR increasing?

    Institutional interest in BLDR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.