Ticker · CUSIP 12008R107

BLDR

BUILDERS FIRSTSOURCE INC

Industrials·Building Products & Equipment

···Share

Holders (tracked)

Combined shares

10,928,834

Combined value

$1.12B

Last close

$88.50

Quarter

2025Q4

Price is -14.0% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$88.50-28.44 (-24.32%)H $149.21 · L $78.85 · Avg Vol 2.1M

Tracked holders · last 8 quarters

+6 vs previous quarter over the last 8.

SEC event timeline

30 events

Ken Griffin (Citadel Advisors) added2026-02-17
+1,010,561 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) added2026-02-17
+228,824 shares · 2025Q4
Position
D.E. Shaw & Co. opened position2026-02-17
+53,597 shares · 2025Q4
Position
AQR Capital Management added2026-02-17
+35,015 shares · 2025Q4
Position
Jeremy Grantham (GMO) added2026-02-17
+17,352 shares · 2025Q4
Position
Two Sigma Investments added2026-02-17
+148,993 shares · 2025Q4
Position
Steve Cohen (Point72) opened position2026-02-17
+287,887 shares · 2025Q4
Position
Ron Baron (Baron Capital / BAMCO) exited2026-02-17
−57,196 shares · 2025Q4
Position
T. Rowe Price trimmed2026-02-17
−2,220 shares · 2025Q4
Position
Wellington Management added2026-02-17
+73,835 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) opened position2026-02-17
+117,722 shares · 2025Q4
Position
Ray Dalio (Bridgewater Associates) exited2026-02-13
−27,324 shares · 2025Q4
Position
George Soros (Soros Fund Mgmt) opened position2026-02-13
+9,828 shares · 2025Q4
Position
Sands Capital Management added2026-02-13
+327,067 shares · 2025Q4
Position
Renaissance Technologies opened position2026-02-12
+534,741 shares · 2025Q4
Position
Norges Bank (Norway SWF) opened position2026-02-10
+1,061,995 shares · 2025Q4
Position
Ken Fisher (Fisher Asset Mgmt) exited2026-02-09
−22,361 shares · 2025Q4
Position
Baillie Gifford & Co exited2026-01-23
−1,469,801 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) trimmed2025-11-14
−130,911 shares · 2025Q3
Position
AQR Capital Management trimmed2025-11-14
−108,796 shares · 2025Q3
Position
Two Sigma Investments trimmed2025-11-14
−244,733 shares · 2025Q3
Position
D.E. Shaw & Co. exited2025-11-14
−2,303 shares · 2025Q3
Position
T. Rowe Price trimmed2025-11-14
−120,924 shares · 2025Q3
Position
Wellington Management trimmed2025-11-14
−140,841 shares · 2025Q3
Position
Stanley Druckenmiller (Duquesne) exited2025-11-14
−85,065 shares · 2025Q3
Position
Ron Baron (Baron Capital / BAMCO) added2025-11-14
+7 shares · 2025Q3
Position
Renaissance Technologies exited2025-11-13
−262,341 shares · 2025Q3
Position
Jeremy Grantham (GMO) trimmed2025-11-13
−3,310 shares · 2025Q3
Position
Norges Bank (Norway SWF) exited2025-11-13
−1,268,269 shares · 2025Q3
Position
Ray Dalio (Bridgewater Associates) added2025-11-13
+24,705 shares · 2025Q3
Position

Insider activity

No insider transactions in the last 30 days.

View full insider history for BLDR →

Follow-the-investor returns

If you'd copied each holder of BLDR…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
T. Rowe Price	2017Q1	$42.61	+107.7%	$14.8M
Norges Bank (Norway SWF)	2016Q2	$58.50	+51.3%	$94.0M
Wellington Management	2016Q1	$59.40	+49.0%	$293.5M
AQR Capital Management	2016Q1	$76.58	+15.6%	$9.8M
Renaissance Technologies	2016Q1	$102.41	-13.6%	$47.3M
Izzy Englander (Millennium Mgmt)	2016Q1	$103.52	-14.5%	$22.7M
Izzy Englander (Millennium Mgmt)	2016Q1	$103.52	-14.5%	$22.7M
Izzy Englander (Millennium Mgmt)	2016Q1	$103.52	-14.5%	$22.7M
Steve Cohen (Point72)	2016Q2	$103.92	-14.8%	$5.3M
Steve Cohen (Point72)	2016Q2	$103.92	-14.8%	$5.3M
Steve Cohen (Point72)	2016Q2	$103.92	-14.8%	$5.3M
Ken Griffin (Citadel Advisors)	2016Q1	$104.19	-15.1%	$20.7M
Ken Griffin (Citadel Advisors)	2016Q1	$104.19	-15.1%	$20.7M
Ken Griffin (Citadel Advisors)	2016Q1	$104.19	-15.1%	$20.7M
Two Sigma Investments	2016Q1	$104.89	-15.6%	$16.2M
D.E. Shaw & Co.	2017Q3	$105.07	-15.8%	$460K
D.E. Shaw & Co.	2017Q3	$105.07	-15.8%	$460K
Paul Tudor Jones (Tudor Investment)	2016Q1	$116.07	-23.8%	$4.6M
Paul Tudor Jones (Tudor Investment)	2016Q1	$116.07	-23.8%	$4.6M
Paul Tudor Jones (Tudor Investment)	2016Q1	$116.07	-23.8%	$4.6M
Sands Capital Management	2025Q1	$120.43	-26.5%	$244.1M
Jeremy Grantham (GMO)	2018Q3	$123.51	-28.3%	$14.4M
George Soros (Soros Fund Mgmt)	2024Q2	$138.41	-36.1%	$870K

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions6

Norges Bank (Norway SWF)
+1,061,995
$109.3M
Renaissance Technologies
+534,741
$55.0M
Steve Cohen (Point72)
+287,887
$29.6M
Paul Tudor Jones (Tudor Investment)
+117,722
$12.1M
D.E. Shaw & Co.
+53,597
$5.5M
George Soros (Soros Fund Mgmt)
+9,828
$1.0M

Added to7

Ken Griffin (Citadel Advisors)
+1,010,561
$104.0M
Sands Capital Management
+327,067
$33.7M
Izzy Englander (Millennium Mgmt)
+228,824
$23.5M
Two Sigma Investments
+148,993
$15.3M
Wellington Management
+73,835
$7.6M
AQR Capital Management
+35,015
$3.6M
Jeremy Grantham (GMO)
+17,352
$1.8M

Trimmed1

T. Rowe Price
−2,220
$228

Exited4

Baillie Gifford & Co
−1,469,801
$178.2M
Ron Baron (Baron Capital / BAMCO)
−57,196
$6.9M
Ray Dalio (Bridgewater Associates)
−27,324
$3.3M
Ken Fisher (Fisher Asset Mgmt)
−22,361
$2.7M

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2022Q1	15	35,746,593	$122.43B	—
2022Q2	18	32,863,303	$98.58B	+3
2022Q3	18	36,263,282	$2.14B	—
2022Q4	17	33,637,377	$2.18B	-1
2023Q1	20	33,097,533	$2.94B	+3
2023Q2	25	29,826,176	$4.06B	+5
2023Q3	22	22,123,256	$2.75B	-3
2023Q4	19	17,165,245	$2.87B	-3
2024Q1	19	23,700,792	$4.94B	—
2024Q2	19	19,207,218	$2.66B	—
2024Q3	22	8,482,873	$1.64B	+3
2024Q4	18	5,096,029	$728.4M	-4
2025Q1	19	8,003,479	$999.2M	+1
2025Q2	23	9,658,963	$1.13B	+4
2025Q3	17	8,447,019	$1.02B	-6
2025Q4	23	10,928,834	$1.12B	+6

Who owns BLDR

23 super-investors · 2025Q4

Tracked stake

10.93M

Combined value

$1.12B

% of shares outstanding

—

shares-out unknown

Quarter action mix

New11Added11Trim1

#	Manager	Shares	Value	% of book	Last action
1	Wellington Management	3.32M	$341M	0.1%	Added+73.8K
2	Sands Capital Management	2.76M	$284M	0.9%	Added+327.1K
3	Ken Griffin Citadel Advisors	1.28M	$132M	0.0%	Added+1.01M
4	Norges Bank Norway SWF	1.06M	$109M	0.0%	New+1.06M
5	Renaissance Technologies	534.7K	$55M	0.1%	New+534.7K
6	Steve Cohen Point72	287.9K	$30M	0.0%	New+287.9K
7	Izzy Englander Millennium Mgmt	256.4K	$26M	0.0%	Added+228.8K
8	Ken Griffin Citadel Advisors	233.5K	$24M	0.0%	Added+1.01M
9	Two Sigma Investments	182.7K	$19M	0.0%	Added+149.0K
10	T. Rowe Price	167.0K	$17M	0.0%	Trim−2.2K
11	Jeremy Grantham GMO	163.3K	$17M	0.0%	Added+17.4K
12	Paul Tudor Jones Tudor Investment	117.7K	$12M	0.0%	New+117.7K
13	AQR Capital Management	110.5K	$11M	0.0%	Added+35.0K
14	Paul Tudor Jones Tudor Investment	94.3K	$10M	0.0%	New+117.7K
15	Ken Griffin Citadel Advisors	87.8K	$9M	0.0%	Added+1.01M
16	Steve Cohen Point72	59.5K	$6M	0.0%	New+287.9K
17	Steve Cohen Point72	53.6K	$6M	0.0%	New+287.9K
18	D.E. Shaw & Co.	53.6K	$6M	0.0%	New+53.6K
19	Paul Tudor Jones Tudor Investment	52.3K	$5M	0.0%	New+117.7K
20	Izzy Englander Millennium Mgmt	32.2K	$3M	0.0%	Added+228.8K
21	George Soros Soros Fund Mgmt	9.8K	$1M	0.0%	New+9.8K
22	Izzy Englander Millennium Mgmt	9.1K	$936K	0.0%	Added+228.8K
23	D.E. Shaw & Co.	5.2K	$535K	0.0%	New+53.6K

Recent moves

20 transactions

ADDIzzy Englander (Millennium Mgmt)
+228,824 · 2025Q4
ADDTwo Sigma Investments
+148,993 · 2025Q4
SOLDRon Baron (Baron Capital / BAMCO)
−57,196 · 2025Q4
ADDWellington Management
+73,835 · 2025Q4
NEWD.E. Shaw & Co.
+53,597 · 2025Q4
NEWSteve Cohen (Point72)
+287,887 · 2025Q4
ADDKen Griffin (Citadel Advisors)
+1,010,561 · 2025Q4
ADDJeremy Grantham (GMO)
+17,352 · 2025Q4
TRIMT. Rowe Price
−2,220 · 2025Q4
ADDAQR Capital Management
+35,015 · 2025Q4
NEWPaul Tudor Jones (Tudor Investment)
+117,722 · 2025Q4
NEWGeorge Soros (Soros Fund Mgmt)
+9,828 · 2025Q4
SOLDRay Dalio (Bridgewater Associates)
−27,324 · 2025Q4
ADDSands Capital Management
+327,067 · 2025Q4
NEWRenaissance Technologies
+534,741 · 2025Q4
NEWNorges Bank (Norway SWF)
+1,061,995 · 2025Q4
SOLDKen Fisher (Fisher Asset Mgmt)
−22,361 · 2025Q4
SOLDBaillie Gifford & Co
−1,469,801 · 2025Q4
TRIMIzzy Englander (Millennium Mgmt)
−130,911 · 2025Q3
TRIMTwo Sigma Investments
−244,733 · 2025Q3

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