10
BLDR
BUILDERS FIRSTSOURCE INC · Consumer Discretionary
Consensus score 10/100 · #56 this quarter · tier-weighted across tracked managers
↓DivergingPrice action since filingas of 2026-10-14
vs 50-day avg
-19.2%
21-day momentum
-16.1%
recent volume
0.84×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
Holders
4
tracked managers
New this Q
1
opened a position
Avg weight
2.6%
of their portfolios
Combined value
$269M
held, at quarter-end
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Semper Augustus Concentrated | 5.6% | $50M | ADD |
| Brave Warrior Concentrated | 4.6% | $209M | TRIM |
| Giverny Capital Quality compounder | 0.3% | $8M | HOLD |
| Tweedy Browne Graham/global value | 0.1% | $2M | NEW |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.