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 Semper Augustus Investments Group, Turtle Creek Asset Management, Brave Warrior Advisors, Tweedy, Browne Co All Funds (US), and Parnassus Endeavor Fund.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
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
Q1 2025Sequoia Financial AdvisorsBuy301,988$248,381
Q4 2024Turtle Creek Asset ManagementBuy5,90019,140$2,735,680
Q4 2024Renaissance Technologies LLCSell-95969,641$9,953,788
Q4 2024Sequoia Financial AdvisorsSell-8241,958$279,857
Q3 2024Turtle Creek Asset ManagementSell-12,60013,240$2,566,706
Q3 2024Sequoia Financial AdvisorsBuy1,4772,782$539,319
Q2 2024Turtle Creek Asset ManagementBuy17,30025,840$3,576,514
Q1 2024Renaissance Technologies LLCSell-173,40070,600$14,724
Q1 2024Turtle Creek Asset ManagementSell-4,3008,540$1,781,017
Q1 2024Sequoia Financial AdvisorsBuy21,305$272,158
Q4 2023Renaissance Technologies LLCSell-107,941244,000$40,733
Q4 2023Turtle Creek Asset ManagementSell-2,31012,840$2,143,510
Q4 2023Sequoia Financial AdvisorsBuy1,3031,303$217,523
Q4 2023Sequoia FundSell-1,1004,700$784,618
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 2023Turtle Creek Asset ManagementSell-8,05013,500$1,836,000
Q2 2023Miller Value PartnersSell-4,50017,000$2,312,000

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.