Francois Rochon - Giverny Capital
Holding/activity history for Builders FirstSource, Inc. (BLDR)
← All BLDR superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 91,813 | 0.28 | Add 2.03% | <0.01 | $78.55–131.50 · VW $103.64i | $7,558,964 | SEC |
| 2025 Q4 | 89,984 | 0.31 | Add 3.32% | <0.01 | $94.35–130.42 · VW $110.95i | $9,258,454 | SEC |
| 2025 Q3 | 87,096 | 0.36 | Reduce 0.25% | <0.01 | $115.57–151.03 · VW $130.75i | $10,560,390 | SEC |
| 2025 Q2 | 87,317 | 0.35 | Add 5.91% | 0.02 | $102.60–131.32 · VW $115.11i | $10,189,021 | SEC |
| 2025 Q1 | 82,445 | 0.38 | Buy | 0.38 | $119.65–175.12 · VW $144.40i | $10,300,678 | SEC |
Price snapshot:
Current price$73.51
Avg. buy price$122.96
+/- since buy-40.22%
52-week low$65.10
52-week high$151.03