$BLDR is held by 15 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 2.24%, with an average of 0.34% of portfolio. Largest holder: Semper Augustus Investments Group LLC at 2.24%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
BUILDERS FIRSTSOURCE INC
13F holders
741
Net 13F flow · Q
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Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 741 · Source: 13F-HR01
Litman Gregory Wealth Management LLC
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02
Axa S.a.
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—
03
State Street
—
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04
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
—
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05
Banyan Capital Management, Inc.
—
—
06
Amazon Com Inc.
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07
Liontrust Investment Partners LLP
—
—
08
Rodgers Brothers Inc.
—
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09
Corre Partners Management, LLC
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10
Brightline Capital Management, LLC
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
15 holders · Q1 202601
Semper Augustus Investments Group LLC
2.24% NEW
α +11.6pts
02
Intrinsic Value Partners, LLC
1.57% held
α +13.8pts
03
Wincap Financial LLC
0.70% NEW
α +14.0pts
04
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
0.11% NEW
α +13.4pts
05
Wellington Management Group LLP
0.06% held
α +10.5pts
06
Shufro Rose & Co. LLC
0.05% held
α +32.3pts
07
Citigroup Inc.
0.01% held
α +26.3pts
08
CV Advisors LLC
0.01% held
α +29.1pts
09
Knightsbridge Asset Management, LLC
0.01% held
α +24.2pts
10
Principal Securities, Inc.
0.01% held
α +21.3pts
11
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.01% held
α +27.5pts
12
Quarry LP
0.01% held
α +10.6pts
13
Costello Asset Management, INC
0.00% held
α +14.3pts
14
Nisa Investment Advisors, LLC
0.00% held
α +16.6pts
15
Erste Asset Management GmbH
0.00% held
α +33.4pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $BLDR in the recent window.
Congress trades · last 90 days
13 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $BLDR lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $BLDR — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 12:21 UTC.