WAVEMAN · COMPANY

BLDR · Builders Firstsource, Inc.

LIVE

TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475

← ALL COMPANIES

BLDR

Name: Builders FirstSource, Inc. (BLDR) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

Builders FirstSource, Inc.

WHOLESALE & RETAIL · RETAIL-LUMBER & OTHER BUILDING MATERIALS DEALERS · CIK 0001316835

SEC FILINGS☆ WATCH

INSIDER NET · 180D

$4.0M

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

342

13F, latest reported quarter

REVENUE GROWTH

-7.4%

XBRL, annual

NET MARGIN

2.9%

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

net +$4.0M over 180 days

more than 96% of Wholesale & Retail

CONGRESS

no member of Congress has reported trading it

FUNDS

342 funds added or opened last quarter

more than 84% of Wholesale & Retail

REVENUE

-7.4% year over year

below 78% of Wholesale & Retail

MARGIN

2.9% net margin

more than 64% of Wholesale & Retail

BUYBACKS

$303.5M repurchased, FY to 2026-06-30

more than 81% of Wholesale & Retail

SHORT

7.5% of shares outstanding short · 3.0 days to cover · settled 2026-07-31

more than 78% of Wholesale & Retail

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

342 funds added or opened positions in the latest 13F quarter, of 672 holders.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN -52.1%

-52.1%12M

INSIDER BUYINSIDER SELL

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

Insiders are net buyers of their own stock.

The record shows a net $4.0M bought by insiders over 180 days, 342 funds added last quarter. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

CVNA WMT AMZN SNX RVLV W AZO PSMT WLFC TDUP URBN TTSH

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, Builders FirstSource, Inc. insiders bought a net $4.0M of stock across 30 Form 4 purchases and sales, with 1 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-05.

INSIDER

FILED

VALUE

Rush David E

Director

SELL

2026-05-08

5,000.0

$390.9K

LEVY PAUL S

Director

BUY

2026-03-13

50,000.0

$4.4M

Johnson Timothy D

EVP & General Counsel

SELL

2025-08-22

1,250.0

$181.1K

Vance Todd

President - East Division

BUY

2025-06-10

1,948.0

$225.0K

Charles Dirkson R

Director

BUY

2025-05-27

5,000.0

$548.4K

30 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 25 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

BlackRock, Inc.

7,833,417.0 sh

$700.9M

VANGUARD CAPITAL MANAGEMENT LLC

6,854,631.0 sh

$613.4M

STATE STREET CORP

4,839,758.0 sh

$433.1M

VANGUARD PORTFOLIO MANAGEMENT LLC

4,162,116.0 sh

$372.4M

Capital International Investors

3,907,321.0 sh

$349.6M

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

FORM 144

No planned-sale notices

No insider has notified an intent to sell. This is the panel to watch after a run-up.

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

GoodHaven Fund

$10.4M POSITION · AS OF 2026-02-28

4.0%

Concourse Capital Focused Equity ETF

$1.4M POSITION · AS OF 2026-02-27

3.4%

State Street(R) SPDR(R) S&P(R) Homebuilders ETF

$45.8M POSITION · AS OF 2026-03-31

3.2%

Wasatch U.S. Select Fund

$504.5K POSITION · AS OF 2026-03-31

3.1%

Paradigm Select Fund

$3.5M POSITION · AS OF 2026-03-31

2.5%

Miller Value Partners Appreciation ETF

$1.6M POSITION · AS OF 2026-03-31

2.5%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2025-12	2024-12	2023-12	2022-12
REVENUE	$15.2B	$16.4B	$17.1B	$22.7B
GROSS PROFIT	$4.6B	$5.4B	$6.0B	$7.7B
OPERATING INCOME	$786.3M	$1.6B	$2.2B	$3.8B
NET INCOME	$435.2M	$1.1B	$1.5B	$2.7B
EPS (DILUTED)	3.89	9.06	11.94	16.82
OPERATING CASH FLOW	$1.2B	$1.9B	$2.3B	$3.6B
CASH	$181.8M	$153.6M	$66.2M	$80.4M
BUYBACKS	$414.0M	$1.5B	$1.8B	$2.6B

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-05 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE