Builders FirstSource, Inc. hedge fund holdings
BLDRNYSE$56.25-1.10 (-1.92%)as of Oct 2, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
BLDR · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-56.0%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 308 | 294 | $1.44B | $1.68B | 723 | Aug 14, 2025 |
| Q3 2025 | 256 | 259 | $1.97B | $1.43B | 732 | Nov 14, 2025 |
| Q4 2025 | 265 | 298 | $1.39B | $2.29B | 725 | Feb 14, 2026 |
| Q1 2026 | 289 | 282 | $1.26B | $1.03B | 682 | May 15, 2026 |
| Q2 2026 | 263 | 314 | $1.57B | $1.29B | 622 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
622 filersNew position
82$405M+4.53M sh
Increased
181$1.17B+13.1M sh
Reduced
185-$945M-10.6M sh
Out / sold
129-$348M-3.89M sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Pictet Asset Management Holding SA | Added 175.77% | +$217M | $340M | 0.33% | Jul 30, 2026 |
| D1 Capital Partners L.P. | New Buy | +$147M | $147M | 0.42% | Aug 14, 2026 |
| Capital International Investors | Added 32.76% | +$86.3M | $350M | 0.07% | Aug 12, 2026 |
| Westfield Capital Management Co LP | New Buy | +$58.7M | $58.7M | 0.19% | Aug 12, 2026 |
| Atlas FRM LLC | Added 832.47% | +$57.4M | $64.2M | 2.75% | Aug 13, 2026 |
| Coliseum Capital Management, LLC | Added 24.13% | +$45.2M | $232M | 20.00% | Aug 14, 2026 |
| Holocene Advisors, LP | Added 89.54% | +$45.1M | $95.5M | 0.22% | Aug 14, 2026 |
| Zurich Insurance Group Ltd | Added 428.00% | +$43.7M | $53.9M | 0.37% | Aug 14, 2026 |
| Cercano Management LLC | Sell 100% | -$31.8M | $0 | 0.00% | Aug 14, 2026 |
| Sands Capital Management, LLC | Reduce 12.89% | -$30.2M | $204M | 0.76% | Aug 13, 2026 |
| Semper Augustus Investments Group LLC | Added 142.64% | +$29.1M | $49.5M | 5.60% | Aug 14, 2026 |
| L1 Capital Pty Ltd | Added 105.22% | +$27.5M | $53.7M | 1.81% | Aug 13, 2026 |
| Samlyn Capital, LLC | Reduce 51.17% | -$23.4M | $22.3M | 0.36% | Aug 14, 2026 |
| Diamond Hill Capital Management, LLC (Investment Advisor) | Reduce 14.53% | -$22.9M | $135M | 1.08% | Aug 6, 2026 |
| Long Pond Capital, LP | New Buy | +$22M | $22M | 2.11% | Aug 13, 2026 |
| Capital World Investors | Added 29.05% | +$20.3M | $90M | 0.01% | Aug 12, 2026 |
| Wellington Management Group LLP | Reduce 5.82% | -$19.2M | $310M | 0.05% | Aug 14, 2026 |
| Fiera Capital Corp | Reduce 31.05% | -$19.1M | $42.4M | 0.15% | Aug 7, 2026 |
| Thompson Siegel & Walmsley LLC | New Buy | +$18.8M | $18.8M | 0.34% | Aug 11, 2026 |
| Massachusetts Financial Services Co | Reduce 20.55% | -$18.7M | $72.4M | 0.02% | Aug 3, 2026 |
| Frontier Capital Management Co LLC | Reduce 24.30% | -$18.7M | $58.3M | 0.54% | Aug 14, 2026 |
| Silvercrest Asset Management Group LLC | Reduce 96.90% | -$18.5M | $593K | 0.00% | Aug 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | Reduce 97.25% | -$18.3M | $516K | 0.00% | Jul 30, 2026 |
| Caisse de depot et placement du Quebec | Added 49.51% | +$17.7M | $53.6M | 0.08% | Aug 14, 2026 |
| AustralianSuper Pty Ltd | Sell 100% | -$16.7M | $0 | 0.00% | Aug 12, 2026 |
| Capital Fund Management S.A. | New Buy | +$15M | $15M | 0.07% | Aug 13, 2026 |
| Picton Mahoney Asset Management | Added 15443.18% | +$14M | $14.1M | 0.10% | Aug 13, 2026 |
| Worldquant Millennium Advisors LLC | Sell 100% | -$13.2M | $0 | 0.00% | Aug 14, 2026 |
| Foundation Resource Management Inc | New Buy | +$12.7M | $12.7M | 1.48% | Jul 21, 2026 |
| Long Focus Capital Management, LLC | Added 28.81% | +$12.3M | $55.2M | 1.41% | Aug 14, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | Reduce 44.65% | -$9.86M | $12.2M | 0.01% | Aug 7, 2026 |
| South Dakota Investment Council | Added 291.16% | +$8.73M | $11.7M | 0.20% | Aug 11, 2026 |
| Michelson Medical Research Foundation, Inc. | New Buy | +$8.68M | $8.68M | 8.02% | Aug 14, 2026 |
| SummitTX Capital, L.P. | Sell 100% | -$8.63M | $0 | 0.00% | Aug 14, 2026 |
| Quantinno Capital Management LP | Added 143.86% | +$8.29M | $14M | 0.02% | Aug 13, 2026 |
| Gotham Asset Management, LLC | Added 66.68% | +$8.16M | $20.4M | 0.05% | Aug 14, 2026 |
| Mountaineer Partners Management, LLC | Sell 100% | -$8.09M | $0 | 0.00% | Aug 14, 2026 |
| Commerce Bank | Reduce 21.98% | -$7.75M | $27.5M | 0.12% | Aug 12, 2026 |
| Edgestream Partners, L.P. | Added 401.70% | +$7.65M | $9.55M | 0.28% | Aug 11, 2026 |
| Monimus Capital Management, LP | Added 424.47% | +$7.47M | $9.23M | 2.14% | Aug 14, 2026 |
| KBC Group NV | Added 265.27% | +$7.1M | $9.78M | 0.02% | Aug 5, 2026 |
| De Lisle Partners LLP | Sell 100% | -$6.96M | $0 | 0.00% | Aug 12, 2026 |
| Aviva PLC | Sell 100% | -$6.7M | $0 | 0.00% | Aug 13, 2026 |
| Whittier Trust Co | Reduce 95.93% | -$6.55M | $278K | 0.00% | Jul 28, 2026 |
| CastleKnight Management LP | New Buy | +$6.51M | $6.51M | 0.09% | Aug 14, 2026 |
| Thornburg Investment Management Inc | Reduce 39.20% | -$6.28M | $9.74M | 0.09% | Aug 13, 2026 |
| Moody Lynn Lieberson & Walker, LLC | Sell 100% | -$5.94M | $0 | 0.00% | Jul 20, 2026 |
| Lighthouse Investment Partners, LLC | Sell 100% | -$5.83M | $0 | 0.00% | Aug 14, 2026 |
| Korea Investment CORP | Reduce 60.52% | -$5.78M | $3.77M | 0.01% | Aug 12, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | Reduce 20.92% | -$5.69M | $21.5M | 0.05% | Aug 13, 2026 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | Sell 100% | -$5.67M | $0 | 0.00% | Aug 6, 2026 |
| Lodge Hill Capital, LLC | Reduce 18.41% | -$5.49M | $24.3M | 4.08% | Aug 14, 2026 |
| Eagle Global Advisors LLC | Sell 100% | -$4.97M | $0 | 0.00% | Jul 30, 2026 |
| IPG Investment Advisors LLC | Sell 100% | -$4.96M | $0 | 0.00% | Aug 12, 2026 |
| Cna Financial Corp | New Buy | +$4.92M | $4.92M | 2.06% | Aug 14, 2026 |
| Main Street Financial Solutions, LLC | Added 265.49% | +$4.92M | $6.77M | 0.43% | Aug 7, 2026 |
| Thrivent Financial for Lutherans | Reduce 66.64% | -$4.8M | $2.4M | 0.00% | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | Added 86.61% | +$4.37M | $9.42M | 0.01% | Aug 13, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Reduce 32.92% | -$4.35M | $8.87M | 0.01% | Aug 14, 2026 |
| Bridgewater Associates, LP | Added 1162.51% | +$4.23M | $4.59M | 0.02% | Aug 14, 2026 |
| Paradigm Capital Management Inc | Added 53.06% | +$4.07M | $11.7M | 0.32% | Aug 13, 2026 |
| Schwartz Investment Counsel Inc | Reduce 31.66% | -$4.07M | $8.78M | 0.29% | Jul 27, 2026 |
| GoodHaven Capital Management, LLC | Added 23.37% | +$3.88M | $20.5M | 6.44% | Aug 10, 2026 |
| Mountain Lake Investment Management LLC | Added 41.31% | +$3.87M | $13.2M | 8.24% | Aug 14, 2026 |
| Asset Management One Co., Ltd. | Reduce 90.64% | -$3.85M | $397K | 0.00% | Jul 28, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | Reduce 90.99% | -$3.65M | $361K | 0.00% | Aug 6, 2026 |
| Loews Corp | Added 5.41% | +$3.58M | $69.8M | 0.56% | Aug 14, 2026 |
| APG Asset Management N.V. | Added 159.06% | +$3.51M | $5.72M | 0.01% | Aug 12, 2026 |
| Old West Investment Management, LLC | Sell 100% | -$3.48M | $0 | 0.00% | Aug 6, 2026 |
| Teachers Retirement System of the State of Kentucky | Reduce 80.09% | -$3.26M | $810K | 0.01% | Aug 12, 2026 |
| New Age Alpha Advisors, LLC | New Buy | +$3.18M | $3.18M | 0.13% | Aug 13, 2026 |
| Silvant Capital Management LLC | New Buy | +$3.15M | $3.15M | 0.09% | Aug 11, 2026 |
| Mather Group, LLC. | Added 18542.70% | +$3.07M | $3.09M | 0.03% | Jul 27, 2026 |
| Healthcare of Ontario Pension Plan Trust Fund | Reduce 83.46% | -$3.04M | $602K | 0.00% | Aug 13, 2026 |
| Evercore Wealth Management, LLC | Reduce 4.18% | -$3M | $68.8M | 0.97% | Aug 14, 2026 |
| Whittier Trust Co of Nevada Inc | Reduce 84.58% | -$2.95M | $538K | 0.01% | Jul 28, 2026 |
| Resona Asset Management Co.,Ltd. | Reduce 95.70% | -$2.9M | $130K | 0.00% | Jul 29, 2026 |
| Cinctive Capital Management LP | Added 20.78% | +$2.88M | $16.8M | 0.62% | Aug 14, 2026 |
| Brave Warrior Advisors, LLC | Reduce 1.34% | -$2.84M | $209M | 4.56% | Aug 14, 2026 |
| Asio Capital, LLC | Sell 100% | -$2.82M | $0 | 0.00% | Jul 17, 2026 |
| Jain Global LLC | New Buy | +$2.76M | $2.76M | 0.01% | Aug 14, 2026 |
| Adage Capital Partners GP, L.L.C. | Added 45.97% | +$2.7M | $8.58M | 0.01% | Aug 14, 2026 |
| Westwood Holdings Group Inc | Added 18.34% | +$2.69M | $17.4M | 0.13% | Aug 14, 2026 |
| First Trust Advisors LP | Added 19.95% | +$2.68M | $16.1M | 0.01% | Aug 11, 2026 |
| Greatmark Investment Partners, Inc. | Added 43.15% | +$2.6M | $8.62M | 0.95% | Jul 24, 2026 |
| Punch & Associates Investment Management, Inc. | Reduce 22.04% | -$2.53M | $8.97M | 0.44% | Aug 14, 2026 |
| Covea Finance | Sell 100% | -$2.47M | $0 | 0.00% | Jul 13, 2026 |
| Qsemble Capital Management, LP | New Buy | +$2.42M | $2.42M | 0.31% | Aug 3, 2026 |
| Jefferies Financial Group Inc. | Added 291.72% | +$2.38M | $3.2M | 0.02% | Aug 17, 2026 |
| Tocqueville Asset Management L.P. | Added 13.06% | +$2.33M | $20.2M | 0.27% | Aug 10, 2026 |
| Rafferty Asset Management, LLC | Added 27.60% | +$2.31M | $10.7M | 0.02% | Aug 14, 2026 |
| Credit Agricole S A | Added 588.39% | +$2.29M | $2.68M | 0.01% | Aug 14, 2026 |
| Nomura Asset Management Co Ltd | Reduce 51.37% | -$2.23M | $2.11M | 0.00% | Aug 13, 2026 |
| Vanguard Investments Australia, Ltd. | Reduce 46.98% | -$2.16M | $2.44M | 0.01% | Aug 13, 2026 |
| DNB Asset Management AS | Reduce 81.49% | -$2.14M | $486K | 0.00% | Aug 11, 2026 |
| Fulcrum Asset Management LLP | New Buy | +$2.07M | $2.07M | 0.21% | Aug 18, 2026 |
| Pacer Advisors, Inc. | Added 247.56% | +$2.03M | $2.85M | 0.01% | Aug 13, 2026 |
| Campbell & CO Investment Adviser LLC | Sell 100% | -$1.97M | $0 | 0.00% | Aug 3, 2026 |
| Illinois Municipal Retirement Fund | Reduce 21.78% | -$1.94M | $6.96M | 0.08% | Aug 12, 2026 |
| Investment House LLC | Reduce 22.26% | -$1.91M | $6.68M | 0.30% | Jul 31, 2026 |