9
BLDR
BUILDERS FIRSTSOURCE INC · Consumer Discretionary
Consensus score 9/100 · #58 this quarter · tier-weighted across tracked managers
Holders
3
tracked managers
New this Q
1
opened a position
Avg weight
2.5%
of their portfolios
Combined value
$222M
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Brave Warrior Concentrated | 4.8% | $195M | HOLD |
| Semper Augustus Concentrated | 2.2% | $19M | NEW |
| Giverny Capital Quality compounder | 0.3% | $8M | ADD |
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.