§ BUILDING
USD · Building

BLDR

BUILDERS FIRSTSOURCE INC
USDSector · BuildingBeta · 1.43
LAST · MARKET CLOSE · OCT 05
56.27
+0.02 ▲ 0.04%PREV CLOSE · $56.25
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 56.50HIGH 56.99LOW 54.9952W 56.56 — 131.50
EVENTSMAY 12 · RDE SELLJUN 30 · EARNINGS −9.5%

§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY

13F FLOW
351 increased/new, 266 decreased/exited (13F)
AC 13F Analysis

§ 04 · FUNDAMENTALS · THE BOOKS

P/E60.9P/B2.61
EPS (TTM)0.92
§ 05 · WHO OWNS IT
Top institutional holders
All holders →
FundShares% portΔ Q/Q
BlackRock, Inc.8.8M0.0%−1%
VANGUARD CAPITAL MANAGEMENT LLC7.0Mn/an/a
State Street5.1M0.0%+0%
VANGUARD PORTFOLIO MANAGEMENT LLC4.3Mn/an/a
WELLINGTON MANAGEMENT GROUP LLP3.7M0.1%+11%
Dimensional Fund Advisors3.0M0.1%+12%
◇ AC INTELLIGENCE

Top institutional owners for BLDR as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.

§ 06 · WHO OWNS IT · BY STRATEGY

OTHER50.6% · 558 holders
QUALITY / COMPOUNDER17.8% · 39 holders
PASSIVE / INDEX15.4% · 13 holders
DEALER / BANK14.9% · 57 holders
INCOME / DEFENSIVE2.6% · 41 holders
TACTICAL / MACRO2.0% · 7 holders
SYSTEMATIC / QUANT1.8% · 13 holders
DEEP VALUE1.7% · 4 holders
GROWTH / MOMENTUM0.1% · 1 holder
ACTIVIST0.0% · 1 holder
◇ AC INTELLIGENCE

Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.

§ 07 · INSIDER ACTIVITY · LAST 180 DAYS

DateInsiderActionShares$ value
MAY 12Rush David ESELL5K−$391K
◇ AC INTELLIGENCE

0 insider buys, 1 sell in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.

§ 08 · COVERAGE · OUR RECENT NOTES

No notes mention BLDR yet.