Balyasny Asset Management L.P.
Position in BLDR — Builders FirstSource, Inc.
CIK 1218710
Chicago, IL
Position in BLDR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$19,392,749
-$12,005,060 QoQ
Shares Held
235,549
-22.8% QoQ
Ownership
0.219%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BLDR Over Time
Shares Held
Position Value (USD)
Derivatives in BLDR
reported options exposure · as of Dec 31, 2024CallValue
$4,287,900
CallShares
30,000
PutValue
$3,101,581
PutShares
21,700
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Balyasny Asset Management L.P. holds $664,321,727 across 17 Building Products & Equipment names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
635,750 | $312,254,970 | |
| 2 | OC |
Owens Corning
|
531,102 | $84,423,973 | |
| 3 | WMS |
Advanced Drainage Systems, Inc.
|
342,925 | $53,825,508 | |
| 4 | SPXC |
SPX Technologies, Inc.
|
216,277 | $53,024,632 | |
| 5 | AWI |
Armstrong World Industries Inc
|
329,196 | $52,809,622 | |
| 6 | LPX |
Louisiana-Pacific Corp
|
433,874 | $34,128,528 | |
| 7 | MAIR |
Madison Air Solutions Corp
|
790,973 | $30,847,947 | |
| 8 | FBIN |
Fortune Brands Innovations, Inc.
|
245,316 | $13,467,848 |
All Filings in BLDR
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,392,749 | 235,549 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $31,397,809 | 305,159 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $343,743 | 2,835 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $584,966 | 5,013 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $4,287,900 | 30,000 | Call | Sole | 2025-02-14 | |
| 2024-12-31 | $3,101,581 | 21,700 | Put | Sole | 2025-02-14 | |
| 2024-09-30 | $5,815,800 | 30,000 | Put | Sole | 2024-11-14 | |
| 2024-09-30 | $6,242,292 | 32,200 | Call | Sole | 2024-11-14 | |
| 2024-09-30 | $12,886,843 | 66,475 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,152,300 | 30,000 | Call | Sole | 2024-08-14 | |
| 2024-06-30 | $346,301 | 2,502 | Shares | Sole | 2024-08-14 | |
| 2024-06-30 | $4,152,300 | 30,000 | Put | Sole | 2024-08-14 | |
| 2024-03-31 | $6,256,500 | 30,000 | Call | Sole | 2024-05-13 | |
| 2024-03-31 | $6,256,500 | 30,000 | Put | Sole | 2024-05-13 | |
| 2024-03-31 | $103,399,715 | 495,803 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $87,217,135 | 522,446 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $5,008,200 | 30,000 | Put | Sole | 2024-02-14 | |
| 2023-12-31 | $5,008,200 | 30,000 | Call | Sole | 2024-02-14 | |
| 2023-09-30 | $917,491 | 7,370 | Shares | Sole | 2023-11-14 | |
| 2023-09-30 | $7,469,400 | 60,000 | Call | Sole | 2023-11-14 | |
| 2023-09-30 | $7,469,400 | 60,000 | Put | Sole | 2023-11-14 | |
| 2023-06-30 | $65,371,392 | 480,672 | Shares | Sole | 2023-08-14 | |
| 2023-06-30 | $8,160,000 | 60,000 | Call | Sole | 2023-08-14 | |
| 2023-06-30 | $8,160,000 | 60,000 | Put | Sole | 2023-08-14 | |
| 2023-03-31 | $7,102,400 | 80,000 | Put | Sole | 2023-05-15 | |
| 2023-03-31 | $24,586,999 | 276,943 | Shares | Sole | 2023-05-15 | |
| 2023-03-31 | $3,551,200 | 40,000 | Call | Sole | 2023-05-15 | |
| 2022-12-31 | $12,924,096 | 199,200 | Put | Sole | 2023-02-14 | |
| 2022-12-31 | $5,190,400 | 80,000 | Call | Sole | 2023-02-14 | |
| 2022-06-30 | $5,853,246 | 108,999 | Shares | Sole | 2022-08-15 | |
| 2021-06-30 | $6,289,662 | 147,437 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $29,459,417 | 635,312 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||