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Giverny Capital’s Builders FirstSource BLDR Stock Holding History

Giverny Capital’s Portfolio BLDR Stock Details BLDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.56M Buy
91,813
+1,829
+2% +$195K 0.28% 36
2025
Q4 		$9.26M Buy
89,984
+2,888
+3% +$325K 0.31% 31
2025
Q3 		$10.6M Sell
87,096
-221
-0.3% -$29.3K 0.36% 31
2025
Q2 		$10.2M Buy
87,317
+4,872
+6% +$562K 0.35% 33
2025
Q1 		$10.3M Buy
+82,445
New +$12M 0.38% 34

Other funds holding BLDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Giverny Capital's BLDR Position: Q1 2026 in Review

Giverny Capital increased its Builders FirstSource (BLDR) stake by 2% in Q1 2026, buying an estimated $195K and bringing the position to 91,813 shares worth $7.56M. The position accounts for 0.28% of the portfolio, ranked #36.

Giverny Capital first reported a position in BLDR in Q1 2025 and has held it in 5 quarters since. The position peaked at $10.6M in Q3 2025. 721 funds tracked by Wall St. Rank hold BLDR as of Q1 2026.

  • Giverny Capital held 91,813 shares of Builders FirstSource worth $7.56M as of Q1 2026.
  • Giverny Capital bought 1,829 Builders FirstSource shares in Q1 2026, an estimated $195K.
  • Builders FirstSource made up 0.28% of Giverny Capital's portfolio in Q1 2026, its #36 holding.
  • Giverny Capital first reported a position in Builders FirstSource in Q1 2025 and has held it in 5 quarters since.
  • Giverny Capital's Builders FirstSource position peaked at $10.6M in Q3 2025.
  • 721 funds tracked by Wall St. Rank held Builders FirstSource as of Q1 2026.

Based on Giverny Capital's 13F filing for Q1 2026, filed 15 May 2026.