Builders FirstSource (BLDR) Superinvestor holders
33 of the superinvestors we track hold Builders FirstSource (BLDR) in their latest 13F filings, $1.4B in total.
Summary
The largest holder is Adam Gray (Coliseum Capital Management), with $232M, 20.0% of the portfolio.
In their latest quarter: 5 opened a new position, 12 added, 16 trimmed.
Who holds it
Each investor's latest 13F filing, largest stake first. What a 13F shows.
| Investor | Last change | Shares | Value | % of portfolio | Filed for |
|---|---|---|---|---|---|
| Adam Gray Coliseum Capital Management |
Added | 2,598,218 | $232M | 20.0% | Q2 2026 |
| Glenn Greenberg Brave Warrior Advisors |
Trimmed | 2,340,571 | $209M | 4.6% | Q2 2026 |
| Frank Sands Sands Capital Management |
Trimmed | 2,283,236 | $204M | 0.8% | Q2 2026 |
| Dan Sundheim D1 Capital Partners |
New position | 1,639,222 | $147M | 0.4% | Q2 2026 |
| Ric Dillon Diamond Hill Capital Management |
Trimmed | 1,507,684 | $135M | 1.1% | Q2 2026 |
| Brandon Haley Holocene Advisors |
Added | 1,066,869 | $95M | 0.2% | Q2 2026 |
| Arrowstreet Capital | Added | 915,658 | $82M | 0.0% | Q2 2026 |
| Hersh Cohen ClearBridge Investments |
Added | 717,266 | $64M | 0.1% | Q2 2026 |
| Chris Bloomstran Semper Augustus Investments Group |
Added | 553,722 | $50M | 5.6% | Q2 2026 |
| Robert Robotti Robotti & Company |
Trimmed | 510,158 | $46M | 7.4% | Q2 2026 |
| Jeremy Grantham GMO |
Trimmed | 240,411 | $22M | 0.0% | Q2 2026 |
| Joel Greenblatt Gotham Asset Management |
Added | 227,956 | $20M | 0.0% | Q2 2026 |
| Paul Marshall Marshall Wace |
Trimmed | 139,552 | $12M | 0.0% | Q2 2026 |
| Louis Bacon Moore Capital Management |
Trimmed | 139,385 | $12M | 0.3% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Trimmed | 133,091 | $12M | 0.0% | Q2 2026 |
| Paul Tudor Jones Tudor Investment Corp |
New position | 118,626 | $11M | 0.0% | Q2 2026 |
| Thornburg Thornburg Investment Management |
Trimmed | 108,892 | $10M | 0.1% | Q2 2026 |
| Chuck Royce Royce Investment Partners |
Added | 147,220 | $8M | 0.1% | Q3 2026 |
| Francois Rochon Giverny Capital Inc. |
Trimmed | 91,464 | $8M | 0.3% | Q2 2026 |
| Ray Dalio Bridgewater Associates |
Added | 51,283 | $5M | 0.0% | Q2 2026 |
| Will Nasgovitz Heartland Advisors |
Trimmed | 51,134 | $5M | 0.2% | Q2 2026 |
| Two Sigma Two Sigma Investments |
Added | 41,224 | $4M | 0.0% | Q2 2026 |
| Man Group Man Group plc |
Added | 37,446 | $3M | 0.0% | Q2 2026 |
| Mark Donovan Boston Partners |
Trimmed | 28,126 | $3M | 0.0% | Q2 2026 |
| Bill Miller Miller Value Partners |
Added | 19,115 | $2M | 0.4% | Q2 2026 |
| Tweedy, Browne Tweedy, Browne Company |
Added | 25,193 | $1M | 0.1% | Q3 2026 |
| Ensign Peak Ensign Peak Advisors |
Trimmed | 9,675 | $865,719 | 0.0% | Q2 2026 |
| Artisan Partners | Trimmed | 2,900 | $259,492 | 0.0% | Q2 2026 |
| David Shaw D. E. Shaw & Co. |
New position | 2,768 | $247,681 | 0.0% | Q2 2026 |
| Wasatch Wasatch Global Investors |
Trimmed | 4,159 | $237,105 | 0.0% | Q3 2026 |
| Acadian Acadian Asset Management |
New position | 2,194 | $125,000 | 0.0% | Q3 2026 |
| Josef Lakonishok LSV Asset Management |
Trimmed | 449 | $26,000 | 0.0% | Q3 2026 |
| Jean-Marie Eveillard First Eagle Investment Management |
New position | 167 | $14,943 | 0.0% | Q2 2026 |
Holders by quarter
| Quarter | Superinvestors holding it |
|---|---|
| Q2 2026 | 32 |
| Q1 2026 | 34 |
| Q4 2025 | 34 |
| Q3 2025 | 33 |
| Q2 2025 | 37 |
| Q1 2025 | 29 |
| Q4 2024 | 28 |
| Q3 2024 | 29 |
Questions about Builders FirstSource
Which superinvestors own Builders FirstSource?
33 of the superinvestors we track hold Builders FirstSource (BLDR) in their latest 13F filings, $1.4B in total. Adam Gray, Glenn Greenberg, Frank Sands, Dan Sundheim, Ric Dillon, Brandon Haley.
Who is the largest superinvestor holder of BLDR?
The largest holder is Adam Gray (Coliseum Capital Management), with $232M, 20.0% of the portfolio.
From Builders FirstSource's annual reports filed with the SEC (XBRL data), standardised by Investingly. Information only, not investment advice.