BUILDERS FIRSTSOURCE INC (BLDR) Institutional Ownership Changes & 13F Activity

BUILDERS FIRSTSOURCE INC (BLDR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC, Semper Augustus Investments Group, Turtle Creek Asset Management, Parnassus Endeavor Fund, and Brave Warrior Advisors.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Renaissance Technologies LLCSell-314,500220,241$18,132,442
Q1 2026Semper Augustus Investments GroupBuy228,210228,210$18,788,529
Q1 2026Turtle Creek Asset ManagementBuy94,990162,630$13,389,328
Q1 2026Parnassus Endeavor FundBuy23,007149,316$12,293,186
Q1 2026Brave Warrior AdvisorsSell-6,8532,372,292$195,310,800
Q1 2026Miller Value PartnersBuy5,89318,893$1,555,461
Q1 2026Sequoia Financial AdvisorsSell-2,6383,228$265,762
Q1 2026Giverny CapitalBuy1,82991,813$7,558,964
Q4 2025Brave Warrior AdvisorsBuy573,7642,379,145$244,790,229
Q4 2025Renaissance Technologies LLCBuy272,400534,741$55,019,501
Q4 2025Turtle Creek Asset ManagementBuy11,10067,640$6,959,480
Q4 2025Sequoia Financial AdvisorsBuy3,0575,866$603,553
Q4 2025Giverny CapitalBuy2,88889,984$9,258,454
Q3 2025Brave Warrior AdvisorsSell-21,8801,805,381$218,902,446
Q3 2025Turtle Creek Asset ManagementSell-10,05056,540$6,855,475
Q3 2025Parnassus Endeavor FundSell-1,384126,309$15,314,966
Q3 2025Sequoia Financial AdvisorsBuy1,0792,809$340,628
Q3 2025Giverny CapitalSell-22187,096$194,920,848
Q2 2025Brave Warrior AdvisorsBuy585,6831,827,261$213,223,086
Q2 2025Egerton Capital UKBuy262,628262,628$30,646,061
Q2 2025Renaissance Technologies LLCBuy192,700262,341$30,612,571
Q2 2025Turtle Creek Asset ManagementBuy33,65066,590$7,770,387
Q2 2025Parnassus Endeavor FundBuy19,723127,693$14,900,496
Q2 2025Atlantic Investment ManagementBuy19,000119,000$13,886,110
Q2 2025Giverny CapitalBuy4,87287,317$10,189,021
Q2 2025Sequoia Financial AdvisorsSell-2581,730$201,864
Q1 2025Brave Warrior AdvisorsBuy1,241,5781,241,578$155,122,755
Q1 2025Parnassus Endeavor FundBuy107,970107,970$13,489,772
Q1 2025Giverny CapitalBuy82,44582,445$10,300,678
Q1 2025Turtle Creek Asset ManagementBuy13,80032,940$4,115,524

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.

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