Builders FirstSource
BLDR
725 hedge funds and large institutions have $8.74B invested in Builders FirstSource in 2026 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 277 increasing their positions, 240 reducing their positions, and 136 closing their positions.
61% more call options, than puts
Call options by funds: $178M | Put options by funds: $111M
15% more repeat investments, than reductions
Existing positions increased: 277 | Existing positions reduced: 240
0.91% more ownership
Funds ownership: 95.04% → 95.95% (+0.91%)
0% more funds holding in top 10
Funds holding in top 10: 13 → 13 (0)
6% less funds holding
Funds holding: 768 → 725 (-43)
19% less capital invested
Capital invested by funds: $10.8B → $8.74B (-$2.08B)
23% less first-time investments, than exits
New positions opened: 105 | Existing positions closed: 136
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Coliseum Capital Management
Rowayton,
Connecticut
|
+$140M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$104M |
| 3 |
Goldman Sachs
New York
|
+$76.8M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$66.2M |
| 5 |
Pictet Asset Management
Carouge,
Switzerland
|
+$62.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$236M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$180M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$175M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$79.4M |
| 5 |
AssetMark Inc
Concord,
California
|
-$61.2M |
BLDR Hedge Fund Activity: Q1 2026 in Review
725 of the 8,208 institutional investors tracked by Wall St. Rank reported a position in Builders FirstSource (BLDR) for Q1 2026, worth a combined $8.74B — down 19% from $10.8B a quarter earlier.
Sellers outnumbered buyers: 136 funds closed out of BLDR and 105 opened new positions — a net loss of 31 holders — while 240 trimmed existing stakes and 277 added.
The largest buyer was Coliseum Capital Management, adding an estimated $140M. The largest seller was Fidelity Investments, cutting an estimated $236M.
- 725 institutional investors held Builders FirstSource (BLDR) as of Q1 2026, down from 768 in Q4 2025.
- Funds reported $8.74B of Builders FirstSource stock for Q1 2026, down 19% quarter-over-quarter.
- 105 funds opened new Builders FirstSource positions in Q1 2026 and 136 closed out, a net change of -31 holders.
- The largest Builders FirstSource buyer in Q1 2026 was Coliseum Capital Management, an estimated $140M added.
- The largest Builders FirstSource seller in Q1 2026 was Fidelity Investments, an estimated $236M sold.
Based on aggregated 13F filings for Q1 2026.