Robert Goldfarb - Ruane, Cunniff & Goldfarb
Holding/activity history for Builders FirstSource, Inc. (BLDR)
← All BLDR superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2025 Q2 | 0 | 0.00 | Sell 100.00% | 0.01 | $102.60–131.32 · VW $115.11i | SEC | |
| 2025 Q1 | 4,700 | 0.01 | $124.94 | $587,218 | SEC | ||
| 2024 Q4 | 4,700 | 0.01 | $142.93 | $671,771 | SEC | ||
| 2024 Q3 | 4,700 | 0.01 | $193.86 | $911,142 | SEC | ||
| 2024 Q2 | 4,700 | 0.01 | $138.41 | $650,527 | SEC | ||
| 2024 Q1 | 4,700 | 0.02 | $208.55 | $980,185 | SEC | ||
| 2023 Q4 | 4,700 | 0.01 | Reduce 18.97% | <0.01 | $105.24–171.03 · VW $137.52i | $784,618 | SEC |
| 2023 Q3 | 5,800 | 0.01 | $124.49 | $722,042 | SEC | ||
| 2023 Q2 | 5,800 | 0.01 | Reduce 88.39% | 0.06 | $84.78–138.53 · VW $112.36i | $788,800 | SEC |
| 2023 Q1 | 49,975 | 0.07 | Add 11.05% | <0.01 | $64.54–90.21 · VW $81.99i | $4,436,781 | SEC |
| 2022 Q4 | 45,002 | 0.05 | Reduce 1.63% | <0.01 | $53.79–70.00 · VW $62.53i | $2,919,730 | SEC |
| 2022 Q3 | 45,747 | 0.04 | Add 4.66% | <0.01 | $52.70–74.48 · VW $61.59i | $2,695,000 | SEC |
| 2022 Q2 | 43,712 | 0.03 | Reduce 9.38% | <0.01 | $48.91–71.60 · VW $61.10i | $2,347,000 | SEC |
| 2022 Q1 | 48,238 | 0.03 | Reduce 1.14% | <0.01 | $63.20–86.48 · VW $70.87i | $3,113,000 | SEC |
| 2021 Q4 | 48,792 | 0.04 | Reduce 29.35% | <0.01 | $51.33–86.20 · VW $70.68i | $4,182,000 | SEC |
| 2021 Q3 | 69,060 | 0.03 | Add 0.30% | <0.01 | $39.24–55.54 · VW $48.44i | $3,573,000 | SEC |
| 2021 Q2 | 68,851 | 0.03 | Reduce 3.74% | <0.01 | $41.23–53.99 · VW $45.46i | $2,937,000 | SEC |
| 2021 Q1 | 71,523 | 0.03 | Reduce 8.40% | <0.01 | $37.46–47.74 · VW $42.18i | $3,317,000 | SEC |
| 2020 Q4 | 78,084 | 0.03 | Reduce 1.73% | <0.01 | $29.73–42.84 · VW $35.94i | $3,187,000 | SEC |
| 2020 Q3 | 79,461 | 0.03 | Reduce 0.13% | $19.03–33.45 · VW $29.26i | $2,592,000 | SEC | |
| 2020 Q2 | 79,562 | 0.02 | Reduce 1.63% | <0.01 | $10.58–24.65 · VW $18.77i | $1,647,000 | SEC |
| 2020 Q1 | 80,881 | 0.02 | Add 10.61% | <0.01 | $9.00–28.43 · VW $20.51i | $989,000 | SEC |
| 2019 Q4 | 73,121 | 0.02 | Add 0.18% | $19.61–26.07 · VW $23.95i | $1,858,000 | SEC | |
| 2019 Q3 | 72,991 | 0.02 | Reduce 0.67% | <0.01 | $16.06–20.79 · VW $18.68i | $1,502,000 | SEC |
| 2019 Q2 | 73,480 | 0.02 | Reduce 99.15% | 1.17 | $13.30–17.00 · VW $15.01i | $1,239,000 | SEC |
| 2019 Q1 | 8,673,480 | 1.18 | Add 0.12% | <0.01 | $10.56–14.95 · VW $13.29i | $115,704,000 | SEC |
| 2018 Q4 | 8,663,480 | 1.04 | Add 13.80% | 0.13 | $10.15–14.83 · VW $12.73i | $94,519,000 | SEC |
| 2018 Q3 | 7,612,894 | 1.03 | Add 35.77% | 0.27 | $14.65–18.86 · VW $16.44i | $111,757,000 | SEC |
| 2018 Q2 | 5,607,377 | 0.92 | Add 39.93% | 0.26 | $17.74–20.79 · VW $18.98i | $102,559,000 | SEC |
| 2018 Q1 | 4,007,377 | 0.72 | $19.61 | $78,585,000 | SEC |
Price snapshot:
Current price$73.51
52-week low$65.10
52-week high$151.03