BLDR

Builders Firstsource Inc

7 super-investor ownerscombined $312Mlargest position 5.6%

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7 of the 83 super-investors we track hold BLDR, worth a combined $312M per their latest 13F filings. The largest position: Christopher Bloomstran at 5.6% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Conviction score: 31 of 100 (how strongly the cohort backs it) — ranked #336 of 742 stocks. Conviction rising: 2 more super-investors hold it than in 2026Q1.

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Why super-investors own BLDR

BLDR is held by 7 super-investors in our cohort, with a combined position value of $312M. The highest-conviction owner is Christopher Bloomstran at 5.6% of their portfolio. Cohort ownership has grown from 3 to 7 over the last four quarters — net interest is rising. This quarter the cohort registered 1 added.

AI-synthesized from 13F filings. Not investment advice.

Cohort owners over time

2016Q3 → 2026Q2

How many of the cohort members held this stock each quarter.

Now: 7

Peak: 7

Owners (7) · click any column to sort

#↑	Manager	% Port.	History	Value	Shares
1	Glenn Greenberg	4.6%	6q	$209M	2,340,571
2	Christopher Bloomstran	5.6%	2q	$50M	553,722
3	Joel Greenblatt	<0.1%	40q	$42M	465,506
4	Francois Rochon	0.3%	6q	$8M	91,464
5	Tweedy Browne	0.1%	— 1q	$2M	19,598
6	Bill Miller	0.4%	7q	$2M	19,115
7	First Eagle Investment Management	0.0%	— 1q	$15K	167