BLDR
Builders Firstsource Inc
5 super-investors hold BLDR worth a combined $267M. The largest position: Glenn Greenberg at 4.8% of their portfolio. This quarter the cohort logged 2 buys and 0 sells on the name. Cohort Conviction Score: 32 — ranked #286 of 724 scored stocks. Conviction rising: 2 more super-investors hold it than in 2025Q4.
Why super-investors own BLDR
Glenn Greenberg dominates the cohort's $267M combined position, with $195M at 4.8% of his portfolio — by far the highest conviction read. Two new entrants this quarter, Bill Miller and Christopher Bloomstran, brought cohort ownership to five, the highest count in the eight-quarter window tracked, suggesting modest broadening interest after a period of thin coverage. No one trimmed or exited. Joel Greenblatt holds $44M but at a negligible portfolio weight, consistent with a quantitative rather than high-conviction stance. The owner count history — peaking at five this quarter after dropping to zero twice — reflects choppy interest, so the current uptick warrants watching rather than reading as a durable trend.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2019Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Glenn Greenberg | 4.8% | 5q | $195M | 2,372,292 |
| 2 | Joel Greenblatt | <0.1% | 40q | $44M | 537,269 |
| 3 | Christopher Bloomstran | 2.2% | — 1q | $19M | 228,210 |
| 4 | Francois Rochon | 0.3% | 5q | $8M | 91,813 |
| 5 | Bill Miller | 0.4% | 6q | $2M | 18,893 |
Owners of BLDR also hold
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Bill Miller | NEW | 0.4% | +100% | $2M | May 15, 2026 |
| Christopher Bloomstran | NEW | 2.2% | +100% | $19M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 12008R107. Not investment advice.