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BLDR
Builders FirstSource, Inc.IndustrialsBuilding ProductsLatest close $708 of 27 marquee funds currently hold1 CUSIP mapped
Current holders
8
27 funds tracked
Ever held
11
Current + past
New this quarter
1
Exited this quarter
1
Marquee-fund ownership over time
Nov 16, 2020Aug 14, 2023Aug 14, 2025May 15, 2026
Now
8
This quarter's activity
New positions opened
Positions exited
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates re-entered | Q1 2022 | 18Q | $69 | $70 | +2% |
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $161 | $70 | -56% |
| Soros Fund Management re-entered | Q3 2024(8Q snapshot) | 7Q | $161 | $70 | -56% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $161 | $70 | -56% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $161 | $70 | -56% |
| Renaissance Technologies re-entered | Q1 2025(8Q snapshot) | 5Q | $153 | $70 | -54% |
| Two Sigma Investments | Q3 2025(8Q snapshot) | 3Q | $138 | $70 | -49% |
| Point72 Asset Management | Q1 2026(8Q snapshot) | 1Q | $115 | $70 | -39% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| D.E. Shaw 3× in & out | Q1 2026 | Q2 2026 | → $70 | -39% |
| Duquesne Family Office 5× in & out | Q3 2025 | Q4 2025 | → $103 | -24% |
| Maverick Capital 2× in & out | Q4 2022 | Q3 2023 | → $152 | +141% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at Builders FirstSource, Inc.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
Filings · last 30d
23
Filings · last 90d
35
Total on file
652
Recent SEC buffer
Most recent
Jun 8, 2026
30d / 90d windows measured from Jun 8, 2026 — the most recent Form 4 on file — not from today.
- Form 40001193125-26-261694Jun 8, 2026
- Form 40001193125-26-253460Jun 2, 2026
- Form 40001193125-26-253458Jun 2, 2026
- Form 40001193125-26-253465Jun 2, 2026
- Form 40001193125-26-253457Jun 2, 2026
- Form 40001193125-26-253456Jun 2, 2026
- Form 40001193125-26-253464Jun 2, 2026
- Form 40001193125-26-253455Jun 2, 2026
- Form 40001193125-26-253452Jun 2, 2026
- Form 40001193125-26-253451Jun 2, 2026
- Form 40001193125-26-229001May 18, 2026
- Form 40001193125-26-228998May 18, 2026
- Form 40001193125-26-228993May 18, 2026
- Form 40001193125-26-228990May 18, 2026
- Form 40001193125-26-228991May 18, 2026
Showing 15 of 652 recent Form 4 filings. Browse all on EDGAR ↗
Fundamentals
XBRL · Builders FirstSource, Inc.Annual figures sourced directly from Builders FirstSource, Inc.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Revenue
$15.19B
FY2025-7% YoY
Net income
$435.2M
FY2025-60% YoY
EPS (diluted)
$3.89
FY2025-57% YoY
Free cash flow(?)
$853.28M
FY2025-43% YoY
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for Builders FirstSource, Inc. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventJun 5, 2026
- 8-KMaterial eventMay 18, 2026
- 10-QQuarterly reportApr 30, 2026
- 8-KMaterial eventApr 30, 2026
- DEF 14AProxy statementApr 2, 2026
- 10-KAnnual reportFeb 17, 2026
- 8-KMaterial eventFeb 17, 2026
- 10-QQuarterly reportOct 30, 2025
- 8-KMaterial eventOct 30, 2025
- 10-QQuarterly reportJul 31, 2025
- 8-KMaterial eventJul 31, 2025
- 8-KMaterial eventMay 27, 2025
- 8-KMaterial eventMay 22, 2025
- 8-KMaterial eventMay 8, 2025
- 8-KMaterial eventMay 5, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Bridgewater Associates | Q2 2026 | open | $70 | $75 | +6% |
| D.E. Shaw | Q1 2026 | Q2 2026 | $115 | $70 | -39% |
| Point72 Asset Management | Q1 2026 | open | $115 | $70 | -39% |
| Soros Fund Management | Q1 2026 | open | $115 | $70 | -39% |
| Renaissance Technologies | Q1 2026 | open | $121 | $70 | -42% |
| Duquesne Family Office | Q3 2025 | Q4 2025 | $137 | $103 | -24% |
| Two Sigma Investments | Q3 2025 | open | $138 | $70 | -49% |
| D.E. Shaw | Q3 2025 | Q4 2025 | $138 | $103 | -25% |
| Renaissance Technologies | Q3 2025 | Q4 2025 | $144 | $104 | -28% |
| Bridgewater Associates | Q2 2025 | Q1 2026 | $120 | $115 | -4% |
| Renaissance Technologies | Q1 2025 | Q2 2025 | $153 | $120 | -22% |
| Citadel Advisors | Q3 2024 | open | $161 | $70 | -56% |
| Soros Fund Management | Q3 2024 | Q1 2025 | $161 | $154 | -4% |
| D.E. Shaw | Q3 2024 | Q1 2025 | $161 | $154 | -4% |
| AQR Capital Management | Q3 2024 | open | $161 | $70 | -56% |
| Millennium Management | Q3 2024 | open | $161 | $70 | -56% |
| Duquesne Family Office | Q3 2024 | Q4 2024 | $161 | $181 | +13% |
| Duquesne Family Office | Q3 2023 | Q1 2024 | $152 | $187 | +23% |
| Maverick Capital | Q4 2022 | Q3 2023 | $63 | $152 | +141% |
| Duquesne Family Office | Q4 2022 | Q1 2023 | $63 | $82 | +31% |
| Bridgewater Associates | Q1 2022 | Q1 2025 | $69 | $153 | +122% |
| Duquesne Family Office | Q2 2021 | Q4 2021 | $48 | $67 | +40% |
| Maverick Capital | Q4 2020 | Q3 2021 | $36 | $52 | +44% |
Caveats
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.