BUILDERS FIRSTSOURCE INC (BLDR) Institutional Selling Activity
Several institutional investors tracked by InsiderSet reduced exposure to BUILDERS FIRSTSOURCE INC (BLDR) during the quarter ended June 30, 2026 based on sequential SEC Form 13F filings.
The largest disclosed institutional seller of BLDR during the latest reporting period reduced its reported position by approximately $71.02M based on quarter-end filing values.
Institutional selling activity may reflect profit-taking, sector rotation, portfolio rebalancing, or changing conviction levels among major investment firms. InsiderSet tracks quarter-over-quarter holding reductions, full exits, estimated value changes, and historical selling activity using publicly disclosed SEC filing data.
The investors covered on this page collectively reduced approximately $148.41M in reported BLDR exposure during the latest filing period, although many institutional holders continue to maintain significant long-term ownership positions in BUILDERS FIRSTSOURCE INC.
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q2 2026 | Parnassus Endeavor Fund | Sell | -4,413 | 144,903 | $12,965,920 |
| Q2 2026 | Sequoia Financial Advisors | Sell | -4 | 3,224 | $288,484 |
| Q1 2026 | Renaissance Technologies LLC | Sell | -314,500 | 220,241 | $18,132,442 |
| Q1 2026 | Brave Warrior Advisors | Sell | -6,853 | 2,372,292 | $195,310,800 |
| Q1 2026 | Sequoia Financial Advisors | Sell | -2,638 | 3,228 | $265,762 |
| Q3 2025 | Brave Warrior Advisors | Sell | -21,880 | 1,805,381 | $218,902,446 |
| Q3 2025 | Turtle Creek Asset Management | Sell | -10,050 | 56,540 | $6,855,475 |
| Q3 2025 | Parnassus Endeavor Fund | Sell | -1,384 | 126,309 | $15,314,966 |
| Q3 2025 | Giverny Capital | Sell | -221 | 87,096 | $194,920,848 |
| Q2 2025 | Sequoia Financial Advisors | Sell | -258 | 1,730 | $201,864 |
| Q4 2024 | Renaissance Technologies LLC | Sell | -959 | 69,641 | $9,953,788 |
| Q4 2024 | Sequoia Financial Advisors | Sell | -824 | 1,958 | $279,857 |
| Q3 2024 | Turtle Creek Asset Management | Sell | -12,600 | 13,240 | $2,566,706 |
| Q1 2024 | Renaissance Technologies LLC | Sell | -173,400 | 70,600 | $14,724 |
| Q1 2024 | Turtle Creek Asset Management | Sell | -4,300 | 8,540 | $1,781,017 |
| Q4 2023 | Renaissance Technologies LLC | Sell | -107,941 | 244,000 | $40,733 |
| Q4 2023 | Turtle Creek Asset Management | Sell | -2,310 | 12,840 | $2,143,510 |
| Q4 2023 | Sequoia Fund | Sell | -1,100 | 4,700 | $784,618 |
| Q3 2023 | Miller Value Partners | Sell | -4,000 | 13,000 | $1,618,370 |
| Q2 2023 | Renaissance Technologies LLC | Sell | -642,741 | 331,100 | $45,030 |
| Q2 2023 | Sequoia Fund | Sell | -44,175 | 5,800 | $788,800 |
| Q2 2023 | Turtle Creek Asset Management | Sell | -8,050 | 13,500 | $1,836,000 |
| Q2 2023 | Miller Value Partners | Sell | -4,500 | 17,000 | $2,312,000 |
| Q1 2023 | Conifer Management | Sell | -800,000 | 1,200,000 | $106,536,000 |
| Q4 2022 | Conifer Management | Sell | -500,000 | 2,000,000 | $129,760,000 |
| Q4 2022 | Renaissance Technologies LLC | Sell | -45,500 | 725,741 | $47,086 |
| Q4 2022 | Sequoia Fund | Sell | -745 | 45,002 | $2,919,730 |
| Q2 2022 | Renaissance Technologies LLC | Sell | -49,000 | 696,641 | $37,410 |
| Q2 2022 | Sequoia Fund | Sell | -4,526 | 43,712 | $2,347 |
| Q1 2022 | Conifer Management | Sell | -500,000 | 2,500,000 | $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.