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Builders Firstsource Inc

BLDR

Holders

2

Combined Value

$18.35M

Combined Shares

222,897

Current Price

$77.77

52W High

$151.03

vs 52W High

−48.5%

Investor Activity Chart

Quarterly buys (▲) and sells (▼) by tracked investors. Click a marker to view that investor's portfolio; hover for details. Price line is implied from 13F filings (value ÷ shares), not market data.

$60.02$112.07$164.12$216.17Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25Q1'26Q2 2024 · implied price $138.41Q3 2024 · implied price $193.86Q4 2024 · implied price $142.93Q2 2025 · implied price $116.69Q4 2025 · implied price $102.89Q1 2026 · implied price $82.33George Soros - Soros Fund Management · bought 66,198 shares @ ~$138.41 · Q2 2024 (new position)Stanley Druckenmiller - Duquesne Family Office · bought 29,385 shares @ ~$138.40 · Q2 2024 (new position)George Soros - Soros Fund Management · sold 37,398 shares @ ~$193.86 · Q3 2024Stanley Druckenmiller - Duquesne Family Office · sold 29,385 shares @ ~$138.40 · Q3 2024 (sold out)Jim Simons - Renaissance Technologies · bought 262,341 shares @ ~$116.69 · Q2 2025 (new position)Stanley Druckenmiller - Duquesne Family Office · bought 85,065 shares @ ~$116.69 · Q2 2025 (new position)Jim Simons - Renaissance Technologies · sold 262,341 shares @ ~$116.69 · Q3 2025 (sold out)Stanley Druckenmiller - Duquesne Family Office · sold 85,065 shares @ ~$116.69 · Q3 2025 (sold out)Jim Simons - Renaissance Technologies · bought 69,641 shares @ ~$142.93 · Q4 2024 (new position)George Soros - Soros Fund Management · sold 28,800 shares @ ~$193.86 · Q4 2024 (sold out)Jim Simons - Renaissance Technologies · bought 534,741 shares @ ~$102.89 · Q4 2025 (new position)George Soros - Soros Fund Management · bought 9,828 shares @ ~$102.89 · Q4 2025 (new position)Jim Simons - Renaissance Technologies · sold 314,500 shares @ ~$82.33 · Q1 2026George Soros - Soros Fund Management · sold 7,172 shares @ ~$82.33 · Q1 2026Jim Simons - Renaissance Technologies · sold 69,641 shares @ ~$142.93 · Q1 2025 (sold out)BUYSELLIMPLIED PRICE

Held By

Tracked investors currently holding this security, based on each investor's most recent 13F filing. Gain compares the current market price to each investor's estimated average buy price.

InvestorValue% of PortfolioAvg Buy PriceGainLast ActivityAs of
Jim Simons - Renaissance Technologies$18.13M0.03%~$102.89−24.4%SELL Q1 2026Q1 2026
George Soros - Soros Fund Management$218.7K0.00%~$102.89−24.4%SELL Q1 2026Q1 2026

Recent Activity

Latest position changes by tracked investors. Prices are estimates implied from 13F filings.

QuarterInvestorActionEst. ValueEst. Price
Q1 2026Jim Simons - Renaissance TechnologiesSELL−$25.89M~$82.33
Q1 2026George Soros - Soros Fund ManagementSELL−$590.5K~$82.33
Q4 2025Jim Simons - Renaissance TechnologiesNEW BUY+$55.02M~$102.89
Q4 2025George Soros - Soros Fund ManagementNEW BUY+$1.01M~$102.89
Q3 2025Jim Simons - Renaissance TechnologiesSOLD OUT−$30.61M~$116.69
Q3 2025Stanley Druckenmiller - Duquesne Family OfficeSOLD OUT−$9.93M~$116.69
Q2 2025Jim Simons - Renaissance TechnologiesNEW BUY+$30.61M~$116.69
Q2 2025Stanley Druckenmiller - Duquesne Family OfficeNEW BUY+$9.93M~$116.69
Q1 2025Jim Simons - Renaissance TechnologiesSOLD OUT−$9.95M~$142.93
Q4 2024Jim Simons - Renaissance TechnologiesNEW BUY+$9.95M~$142.93
Q4 2024George Soros - Soros Fund ManagementSOLD OUT−$5.58M~$193.86
Q3 2024George Soros - Soros Fund ManagementSELL−$7.25M~$193.86
Q3 2024Stanley Druckenmiller - Duquesne Family OfficeSOLD OUT−$4.07M~$138.40
Q2 2024George Soros - Soros Fund ManagementNEW BUY+$9.16M~$138.41
Q2 2024Stanley Druckenmiller - Duquesne Family OfficeNEW BUY+$4.07M~$138.40

Ownership History

Aggregate position across all tracked investors per quarter (options excluded). Implied price is the reported value divided by shares held.

PeriodHoldersTotal SharesΔ SharesTotal ValueImplied Price
Q1 20262222,897-59.1%$18.35M$82.33
Q4 20252544,569+56.8%$56.03M$102.89
Q2 20252347,406+398.9%$40.54M$116.69
Q4 2024169,641+141.8%$9.95M$142.93
Q3 2024128,800-69.9%$5.58M$193.86
Q2 2024295,583$13.23M$138.41