Industry deep-dive

Building Products & Equipment

Every super-investor and insider move tracked across 23 tickers in this industry.

Tickers

Combined value

$14.16B

Insider net (30d)

−$846K

Congress trades (30d)

Sector consensus moves

Latest portfolios · 2025Q4

Most bought

Tracked managers added or opened

Most sold

Tracked managers trimmed or exited

Top 12 super-investors · 2025Q4

#	Manager	Sector value	Positions	% of book	Top picks
1	Wellington Management	$1.76B	11	0.3%	AAON BLDR MAS
2	Norges Bank Norway SWF	$1.69B	14	0.2%	CARR MAS LII
3	Ken Griffin Citadel Advisors	$1.23B	22	0.8%	LII CARR BLDR
4	Bill Nygren Harris / Oakmark	$1.15B	4	1.5%	MAS FBIN OC
5	T. Rowe Price	$1.00B	23	0.1%	OC SPXC CARR
6	Ken Fisher Fisher Asset Mgmt	$831M	5	0.3%	CARR SPXC LII
7	AQR Capital Management	$770M	23	0.4%	AWI OC TREX
8	Dodge & Cox	$709M	1	0.4%	CARR
9	D.E. Shaw & Co.	$635M	20	0.5%	CARR OC LII
10	Sands Capital Management	$593M	2	1.8%	CSL BLDR
11	Izzy Englander Millennium Mgmt	$503M	23	0.4%	LII CARR OC
12	Warren Buffett Berkshire Hathaway	$457M	1	0.2%	LPX

#	Ticker	Company	Value
1	CARR	CARRIER GLOBAL CORPORATION	$3.06B
2	MAS	MASCO CORP	$1.43B
3	LII	LENNOX INTL INC	$1.13B
4	OC	OWENS CORNING NEW	$1.12B
5	BLDR	BUILDERS FIRSTSOURCE INC	$1.06B
6	LPX	LOUISIANA PAC CORP	$945.4M
7	WMS	ADVANCED DRAIN SYS INC DEL	$916.4M
8	TREX	TREX CO INC	$767.4M
9	CSL	CARLISLE COS INC	$756.1M
10	AAON	AAON INC	$706.8M
11	FBIN	FORTUNE BRANDS HOME & SEC IN	$679.7M
12	AWI	ARMSTRONG WORLD INDS INC NEW	$523.6M
13	SPXC	SPX TECHNOLOGIES INC	$522.5M
14	GFF	GRIFFON CORP	$208.2M
15	ARLO	ARLO TECHNOLOGIES INC	$84.9M
16	SWIM	LATHAM GROUP INC	$71.0M
17	ROCK	GIBRALTAR INDS INC	$39.4M
18	APOG	APOGEE ENTERPRISES INC	$29.1M
19	NX	QUANEX BLDG PRODS CORP	$28.6M
20	JELD	JELD-WEN HLDG INC	$21.4M
21	LMB	LIMBACH HLDGS INC	$20.1M
22	JBI	JANUS INTERNATIONAL GROUP IN	$18.5M
23	ASPN	ASPEN AEROGELS INC	$10.4M