Builders Firstsource Inc (BLDR) 13F Filings: Institutional Buyers & Sellers (Q2 2026)

BLDR ranks #814 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

BLDR is a top-conviction position for Coliseum Capital Management, LLC — at 20.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in BLDR belongs to BlackRock, Inc., but the position matters far more to Coliseum Capital Management, LLC, who has 20.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Pictet Asset Management Holding SA has added to its BLDR position for two straight quarters, increasing it by $258.9M to reach $340.1M today.

Fidelity has trimmed its BLDR position for two straight quarters, cutting it by $286.5M while still holding $71.2M.

BLDR is up 0.5% today, and institutions have been net buyers of $1.4B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

BLDR posted net income of $102.6M over the trailing twelve months, and currently trades at a P/E of 68.8.

• Profitable — net income of $102.6M over the trailing twelve months
• Revenue declined 9.4% year over year
• Net income declined year over year, from $756.4M to $102.6M
• Generated $1.2B in positive operating cash flow
• Current ratio of 1.86x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.58x equity — within a conventional range