Joel Greenblatt - Gotham Asset Management
Holding/activity history for Builders FirstSource, Inc. (BLDR)
← All BLDR superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 136,762 | 0.03 | Reduce 0.83% | <0.01 | $78.55–131.50 · VW $103.64i | $11,259,615 | SEC |
| 2025 Q4 | 137,912 | 0.05 | Add 5.36% | <0.01 | $94.35–130.42 · VW $110.95i | $14,189,766 | SEC |
| 2025 Q3 | 130,891 | 0.07 | Add 1.96% | <0.01 | $115.57–151.03 · VW $130.75i | $15,870,534 | SEC |
| 2025 Q2 | 128,370 | 0.09 | Reduce 14.47% | 0.02 | $102.60–131.32 · VW $115.11i | $14,979,495 | SEC |
| 2025 Q1 | 150,082 | 0.16 | Add 24.00% | 0.03 | $119.65–175.12 · VW $144.40i | $18,751,245 | SEC |
| 2024 Q4 | 121,036 | 0.16 | Add 6.38% | <0.01 | $141.03–201.53 · VW $172.77i | $17,299,675 | SEC |
| 2024 Q3 | 113,781 | 0.23 | Reduce 16.32% | 0.04 | $130.75–203.14 · VW $169.24i | $22,057,585 | SEC |
| 2024 Q2 | 135,974 | 0.24 | Add 14.38% | 0.03 | $133.58–210.00 · VW $166.88i | $18,820,161 | SEC |
| 2024 Q1 | 118,881 | 0.37 | Add 87.86% | 0.18 | $154.01–214.70 · VW $186.41i | $24,792,633 | SEC |
| 2023 Q4 | 63,282 | 0.20 | Add 10.52% | 0.02 | $105.24–171.03 · VW $137.52i | $10,564,297 | SEC |
| 2023 Q3 | 57,261 | 0.15 | Add 12.18% | 0.02 | $120.32–156.85 · VW $138.13i | $7,128,422 | SEC |
| 2023 Q2 | 51,042 | 0.15 | Add 13.33% | 0.02 | $84.78–138.53 · VW $112.36i | $6,941,712 | SEC |
| 2023 Q1 | 45,040 | 0.10 | Reduce 3.11% | <0.01 | $64.54–90.21 · VW $81.99i | $3,998,651 | SEC |
| 2022 Q4 | 46,487 | 0.08 | Reduce 62.11% | 0.13 | $53.79–70.00 · VW $62.53i | $3,016,077 | SEC |
| 2022 Q3 | 122,679 | 0.22 | Add 7.78% | 0.02 | $52.70–74.48 · VW $61.59i | $7,228,000 | SEC |
| 2022 Q2 | 113,824 | 0.20 | Add 9.92% | 0.02 | $48.91–71.60 · VW $61.10i | $6,112,000 | SEC |
| 2022 Q1 | 103,556 | 0.21 | Add 300.25% | 0.16 | $63.20–86.48 · VW $70.87i | $6,684,000 | SEC |
| 2021 Q4 | 25,873 | 0.07 | Add 34.26% | 0.02 | $51.33–86.20 · VW $70.68i | $2,218,000 | SEC |
| 2021 Q3 | 19,271 | 0.04 | Reduce 12.25% | <0.01 | $39.24–55.54 · VW $48.44i | $997,000 | SEC |
| 2021 Q2 | 21,962 | 0.04 | Reduce 3.84% | <0.01 | $41.23–53.99 · VW $45.46i | $937,000 | SEC |
| 2021 Q1 | 22,839 | 0.05 | Reduce 23.73% | <0.01 | $37.46–47.74 · VW $42.18i | $1,059,000 | SEC |
| 2020 Q4 | 29,946 | 0.04 | Reduce 20.12% | <0.01 | $29.73–42.84 · VW $35.94i | $1,222,000 | SEC |
| 2020 Q3 | 37,491 | 0.04 | Reduce 34.20% | 0.01 | $19.03–33.45 · VW $29.26i | $1,223,000 | SEC |
| 2020 Q2 | 56,975 | 0.04 | Reduce 70.08% | 0.05 | $10.58–24.65 · VW $18.77i | $1,179,000 | SEC |
| 2020 Q1 | 190,403 | 0.06 | Reduce 40.88% | 0.06 | $9.00–28.43 · VW $20.51i | $2,329,000 | SEC |
| 2019 Q4 | 322,071 | 0.15 | Reduce 2.23% | <0.01 | $19.61–26.07 · VW $23.95i | $8,184,000 | SEC |
| 2019 Q3 | 329,418 | 0.12 | Add 49.54% | 0.04 | $16.06–20.79 · VW $18.68i | $6,778,000 | SEC |
| 2019 Q2 | 220,285 | 0.06 | Add 3.38% | <0.01 | $13.30–17.00 · VW $15.01i | $3,714,000 | SEC |
| 2019 Q1 | 213,079 | 0.04 | Add 59.53% | 0.02 | $10.56–14.95 · VW $13.29i | $2,842,000 | SEC |
| 2018 Q4 | 133,567 | 0.02 | Buy | 0.02 | $10.15–14.83 · VW $12.73i | $1,457,000 | SEC |
| 2018 Q3 | 0 | 0.00 | Sell 100.00% | 0.02 | $14.65–18.86 · VW $16.44i | SEC | |
| 2018 Q2 | 59,438 | 0.02 | Reduce 90.52% | 0.16 | $17.74–20.79 · VW $18.98i | $1,087,000 | SEC |
| 2018 Q1 | 626,762 | 0.18 | Add 4403.89% | 0.17 | $19.15–23.28 · VW $20.82i | $12,435,000 | SEC |
| 2017 Q4 | 13,916 | <0.01 | Reduce 48.54% | <0.01 | $16.52–22.08 · VW $19.47i | $303,000 | SEC |
| 2017 Q3 | 27,044 | <0.01 | Reduce 68.50% | 0.01 | $14.39–18.08 · VW $16.71i | $487,000 | SEC |
| 2017 Q2 | 85,844 | 0.02 | Reduce 78.87% | 0.06 | $13.33–16.50 · VW $14.88i | $1,315,000 | SEC |
| 2017 Q1 | 406,262 | 0.08 | Add 236.43% | 0.06 | $10.57–15.85 · VW $13.61i | $6,053,000 | SEC |
| 2016 Q4 | 120,758 | 0.02 | Buy | 0.02 | $9.04–12.28 · VW $10.75i | $1,325,000 | SEC |
| 2014 Q4 | 0 | 0.00 | Sell 100.00% | <0.01 | $4.85–6.98 · VW $5.98i | SEC | |
| 2014 Q3 | 33,635 | <0.01 | Reduce 50.23% | <0.01 | $5.10–7.92 · VW $6.33i | $183,000 | SEC |
| 2014 Q2 | 67,587 | <0.01 | Add 89.17% | <0.01 | $6.92–9.40 · VW $7.81i | $506,000 | SEC |
| 2014 Q1 | 35,728 | <0.01 | Buy | <0.01 | $7.14–9.16 · VW $8.30i | $325,000 | SEC |
Price snapshot:
Current price$73.51
Avg. buy price$135.54
+/- since buy-45.76%
52-week low$65.10
52-week high$151.03