Grantham, Mayo, Van Otterloo & Co. LLC
Position in BLDR — Builders FirstSource, Inc.
CIK 1352662
Boston, MA
Position in BLDR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$21,511,976
-$3,518,731 QoQ
Shares Held
240,411
-20.9% QoQ
Ownership
0.223%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#80
of 662 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BLDR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Grantham, Mayo, Van Otterloo & Co. LLC holds $188,598,755 across 11 Building Products & Equipment names. BLDR ranks #5 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TREX |
Trex Co Inc
|
693,095 | $34,682,473 | |
| 2 | WMS |
Advanced Drainage Systems, Inc.
|
218,069 | $34,228,110 | |
| 3 | AAON |
Aaon, Inc.
|
258,348 | $32,774,027 | |
| 4 | CARR |
CARRIER GLOBAL Corp
|
332,973 | $24,423,569 | |
| 5 | BLDR |
Builders FirstSource, Inc.
This page
|
240,411 | $21,511,976 | |
| 6 | TT |
Trane Technologies plc
|
32,735 | $16,078,122 | |
| 7 | OC |
Owens Corning
|
81,790 | $13,001,338 | |
| 8 | CSL |
Carlisle Companies Inc
|
16,440 | $5,963,610 |
All Filings in BLDR
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,511,976 | 240,411 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $25,030,707 | 304,029 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $16,797,409 | 163,256 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $17,690,860 | 145,904 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $17,411,781 | 149,214 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $25,456,025 | 203,746 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $25,487,277 | 178,320 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $38,391,646 | 198,038 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $31,012,698 | 224,064 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $40,677,260 | 195,048 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $41,974,558 | 251,435 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $35,207,141 | 282,811 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,115,360 | 30,260 | Shares | Sole | 2023-08-14 | |
| 2022-06-30 | $220,170 | 4,100 | Shares | Sole | 2022-08-12 | |
| 2021-06-30 | $551,124 | 12,919 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,286,041 | 49,300 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $829,504 | 20,326 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $15,115,912 | 463,394 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $19,706,565 | 952,008 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $13,965,534 | 1,141,908 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||