Glenn Greenberg - Brave Warrior Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    36
Portfolio value:    $4,040,158,246
Holdings Activity Buys Sells    History
Holding/activity history for  Builders FirstSource, Inc. (BLDR)
← All BLDR superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 2,372,292 4.83 Reduce 0.29% 0.02 $78.55–131.50 · VW $103.64i $195,310,800 SEC
2025   Q4 2,379,145 5.73 Add 31.78% 1.38 $94.35–130.42 · VW $110.95i $244,790,229 SEC
2025   Q3 1,805,381 5.08 Reduce 1.20% 0.06 $115.57–151.03 · VW $130.75i $218,902,446 SEC
2025   Q2 1,827,261 4.89 Add 47.17% 1.57 $102.60–131.32 · VW $115.11i $213,223,086 SEC
2025   Q1 1,241,578 3.55 Buy 3.55 $119.65–175.12 · VW $144.40i $155,122,755 SEC
Price snapshot:
Current price$73.51
Avg. buy price$117.62
+/- since buy-37.50%
52-week low$65.10
52-week high$151.03