Greg Alexander - Conifer Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    6
Portfolio value:    $523,825,043
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
2023   Q2 0 0.00 Sell 100.00% 12.79 $84.78–138.53 · VW $112.36i SEC
2023   Q1 1,200,000 12.79 Reduce 40.00% 6.32 $64.54–90.21 · VW $81.99i $106,536,000 SEC
2022   Q4 2,000,000 15.79 Reduce 20.00% 4.19 $53.79–70.00 · VW $62.53i $129,760,000 SEC
2022   Q3 2,500,000 20.95 $58.92 $147,300,000 SEC
2022   Q2 2,500,000 20.28 $53.70 $134,250,000 SEC
2022   Q1 2,500,000 18.49 Reduce 16.67% 3.00 $63.20–86.48 · VW $70.87i $161,350,000 SEC
2021   Q4 3,000,000 18.01 Reduce 30.18% 4.64 $51.33–86.20 · VW $70.68i $257,130,000 SEC
2021   Q3 4,296,981 15.36 $51.74 $222,326,000 SEC
2021   Q2 4,296,981 12.36 Reduce 8.52% 1.14 $41.23–53.99 · VW $45.46i $183,309,000 SEC
2021   Q1 4,696,981 13.38 Reduce 6.06% 0.75 $37.46–47.74 · VW $42.18i $217,799,000 SEC
2020   Q4 5,000,000 12.38 Reduce 30.56% 5.03 $29.73–42.84 · VW $35.94i $204,050,000 SEC
2020   Q3 7,200,000 16.45 Reduce 28.00% 4.00 $19.03–33.45 · VW $29.26i $234,864,000 SEC
2020   Q2 10,000,000 14.30 $20.70 $207,000,000 SEC
2020   Q1 10,000,000 9.63 Add 46.64% 3.06 $9.00–28.43 · VW $20.51i $122,300,000 SEC
2019   Q4 6,819,640 8.29 $25.41 $173,287,000 SEC
Price snapshot:
Current price$73.51
52-week low$65.10
52-week high$151.03