Builders Firstsource, Inc.: which funds bought and sold
Institutions that bought and sold Builders Firstsource shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 327 institutions that filed 13F reports for both quarters added to or opened positions in Builders Firstsource, and 405 cut or closed them. Together they added a net 483K shares, +0.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 225K shares (+0.8%); index fund managers were net sellers of 1.6M shares (−5.0%). 89 opened a new position and 145 sold out entirely.
Bought, Q2 2026 327 institutions, 89 of them new holders Sold, Q2 2026 405 institutions, 145 of them sold out
Net change, all compared +483K shares (+0.5%)
Net change, active managers +225K shares (+0.8%), 46 bought, 47 sold
Buyers versus sellers
327 bought 69 405 sold
Active managers and hedge funds 46 bought · 47 sold · +225K
Index fund managers 4 bought · 8 sold · −1.6M
Other institutions 277 bought · 350 sold · +1.8M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Pictet Asset Management Holding SA | +2.4M +175.8% | 3.8M | $340M |
| D1 Capital Partners L.P. Hedge fund | +1.6M New position | 1.6M | $147M |
| Capital International Investors Active manager | +964K +32.8% | 3.9M | $350M |
| Invesco Ltd. | +742K +28.5% | 3.3M | $299M |
| Ameriprise Financial Inc | +681K +329.6% | 888K | $79.5M |
| Westfield Capital Management Co LP Active manager | +656K New position | 656K | $58.7M |
| Atlas Frm LLC | +641K +832.5% | 718K | $64.2M |
| Arrowstreet Capital, Limited Partnership Hedge fund | +632K +223.4% | 916K | $81.9M |
| Capital Research Global Investors Active manager | +594K New position | 594K | $53.2M |
| Coliseum Capital Management, LLC Hedge fund | +505K +24.1% | 2.6M | $232M |
| Holocene Advisors, LP Hedge fund | +504K +89.5% | 1.1M | $95.5M |
| Zurich Insurance Group Ltd | +488K +428.0% | 602K | $53.9M |
| Dimensional Fund Advisors LP | +472K +15.9% | 3.4M | $308M |
| Allianz Asset Management Gmbh | +454K +206.8% | 674K | $59.8M |
| Semper Augustus Investments Group LLC | +326K +142.6% | 554K | $49.5M |
| L1 Capital Pty Ltd Active manager | +308K +105.2% | 600K | $53.7M |
| Qube Research & Technologies Ltd Hedge fund | +286K +869.4% | 319K | $28.6M |
| Long Pond Capital, LP | +246K New position | 246K | $22M |
| Capital World Investors Active manager | +226K +29.1% | 1.0M | $90M |
| Thompson Siegel & Walmsley LLC | +210K New position | 210K | $18.8M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| D1 Capital Partners L.P. Hedge fund | +1.6M New position | 1.6M | $147M |
| Capital International Investors Active manager | +964K +32.8% | 3.9M | $350M |
| Westfield Capital Management Co LP Active manager | +656K New position | 656K | $58.7M |
| Arrowstreet Capital, Limited Partnership Hedge fund | +632K +223.4% | 916K | $81.9M |
| Capital Research Global Investors Active manager | +594K New position | 594K | $53.2M |
| Coliseum Capital Management, LLC Hedge fund | +505K +24.1% | 2.6M | $232M |
| Holocene Advisors, LP Hedge fund | +504K +89.5% | 1.1M | $95.5M |
| L1 Capital Pty Ltd Active manager | +308K +105.2% | 600K | $53.7M |
| Qube Research & Technologies Ltd Hedge fund | +286K +869.4% | 319K | $28.6M |
| Capital World Investors Active manager | +226K +29.1% | 1.0M | $90M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Boston Partners Active manager | −1.6M −98.2% | 28K | $2.5M |
| Blackrock, Inc. Index funds | −928K −10.6% | 7.8M | $701M |
| Focus Partners Wealth | −781K −47.0% | 882K | $78.9M |
| Marshall Wace, LLP Hedge fund | −637K −82.0% | 140K | $12.5M |
| Point72 Asset Management, L.P. Hedge fund | −573K Sold out | 0 | — |
| Deutsche Bank Ag\ | −515K −45.4% | 619K | $55.4M |
| FMR LLC Active manager | −471K −37.2% | 795K | $71.2M |
| Cercano Management LLC | −386K Sold out | 0 | — |
| Sands Capital Management, LLC Active manager | −338K −12.9% | 2.3M | $204M |
| Goldman Sachs Group Inc | −325K −18.9% | 1.4M | $125M |
| Neuberger Berman Group LLC Active manager | −323K −56.9% | 245K | $21.9M |
| Apollo Management Holdings, L.P. | −288K Sold out | 0 | — |
| State Street Corp Index funds | −280K −5.5% | 4.8M | $433M |
| Schonfeld Strategic Advisors LLC Hedge fund | −274K Sold out | 0 | — |
| Samlyn Capital, LLC Hedge fund | −262K −51.2% | 250K | $22.3M |
| Diamond Hill Capital Management, LLC (Investment Advisor) Active manager | −256K −14.5% | 1.5M | $135M |
| Balyasny Asset Management L.P. Hedge fund | −236K Sold out | 0 | — |
| Verition Fund Management LLC Hedge fund | −228K Sold out | 0 | — |
| Legal & General Group PLC | −224K −50.7% | 218K | $19.5M |
| Renaissance Technologies LLC Hedge fund | −220K Sold out | 0 | — |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Boston Partners Active manager | −1.6M −98.2% | 28K | $2.5M |
| Marshall Wace, LLP Hedge fund | −637K −82.0% | 140K | $12.5M |
| Point72 Asset Management, L.P. Hedge fund | −573K Sold out | 0 | — |
| FMR LLC Active manager | −471K −37.2% | 795K | $71.2M |
| Sands Capital Management, LLC Active manager | −338K −12.9% | 2.3M | $204M |
| Neuberger Berman Group LLC Active manager | −323K −56.9% | 245K | $21.9M |
| Schonfeld Strategic Advisors LLC Hedge fund | −274K Sold out | 0 | — |
| Samlyn Capital, LLC Hedge fund | −262K −51.2% | 250K | $22.3M |
| Diamond Hill Capital Management, LLC (Investment Advisor) Active manager | −256K −14.5% | 1.5M | $135M |
| Balyasny Asset Management L.P. Hedge fund | −236K Sold out | 0 | — |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| D1 Capital Partners L.P.Hedge fund | 1.6M | $147M |
| Westfield Capital Management Co LPActive manager | 656K | $58.7M |
| Capital Research Global InvestorsActive manager | 594K | $53.2M |
| Long Pond Capital, LP | 246K | $22M |
| Thompson Siegel & Walmsley LLC | 210K | $18.8M |
| Capital Fund Management S.A.Hedge fund | 167K | $15M |
| Tudor Investment Corp Et AlHedge fund | 119K | $10.6M |
| Michelson Medical Research Foundation, Inc. | 97K | $8.7M |
| Castleknight Management LPHedge fund | 73K | $6.5M |
| Cna Financial Corp | 55K | $4.9M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Point72 Asset Management, L.P.Hedge fund | 573K | $47.1M |
| Cercano Management LLC | 386K | $31.8M |
| Apollo Management Holdings, L.P. | 288K | $23.7M |
| Schonfeld Strategic Advisors LLCHedge fund | 274K | $22.5M |
| Balyasny Asset Management L.P.Hedge fund | 236K | $19.4M |
| Verition Fund Management LLCHedge fund | 228K | $18.8M |
| Renaissance Technologies LLCHedge fund | 220K | $18.1M |
| Australiansuper Pty Ltd | 203K | $16.7M |
| Worldquant Millennium Advisors LLCHedge fund | 160K | $13.2M |
| Summittx Capital, L.P. | 105K | $8.6M |
Who holds the shares
- Institutions reporting
- 665
- Ten largest holders
- 41.4% of 13F-reported shares
- Index fund managers
- 27.6% of 13F-reported shares
- Active managers and hedge funds
- 27.6% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 46 | 47 | 16 | 16 | +225K | +0.8% |
| Index fund managers | 4 | 8 | 0 | 0 | −1.6M | −5.0% |
| Other institutions | 277 | 350 | 73 | 129 | +1.8M | +4.0% |
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