Hudson Bay Capital Management LP
Position in BLDR — Builders FirstSource, Inc.
CIK 1393825
STAMFORD, CT
Position in BLDR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,956,659
-$1,366,426 QoQ
Shares Held
21,867
-45.8% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#243
of 662 holders
Holding Since
Mar 2021
18 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 Jun 30, 2025CallValue
$1,843,702
CallShares
15,800
PutValue
$1,878,709
PutShares
16,100
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, 2026Hudson Bay Capital Management LP holds $73,311,895 across 10 Building Products & Equipment names. BLDR ranks #9 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
196,219 | $28,669,558 | |
| 2 | MAIR |
Madison Air Solutions Corp
|
401,740 | $15,667,860 | |
| 3 | LII |
Lennox International Inc
|
10,640 | $6,096,188 | |
| 4 | LPX |
Louisiana-Pacific Corp
|
72,045 | $5,667,059 | |
| 5 | MAS |
Masco Corp /De/
|
65,615 | $5,339,092 | |
| 6 | OC |
Owens Corning
|
27,384 | $4,352,960 | |
| 7 | FBIN |
Fortune Brands Innovations, Inc.
|
55,279 | $3,034,817 | |
| 8 | SPXC |
SPX Technologies, Inc.
|
10,310 | $2,527,702 |
All Filings in BLDR
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,956,659 | 21,867 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,323,085 | 40,363 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,609,599 | 25,363 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,807,702 | 56,146 | Shares | Sole | 2025-12-15 | |
| 2025-06-30 | $6,476,178 | 55,499 | Shares | Sole | 2025-08-18 | |
| 2025-06-30 | $1,878,709 | 16,100 | Put | Sole | 2025-08-18 | |
| 2025-06-30 | $1,843,702 | 15,800 | Call | Sole | 2025-08-18 | |
| 2025-03-31 | $7,458,918 | 59,700 | Call | Sole | 2025-05-14 | |
| 2025-03-31 | $16,397,250 | 131,241 | Shares | Sole | 2025-05-14 | |
| 2025-03-31 | $7,533,882 | 60,300 | Put | Sole | 2025-05-14 | |
| 2024-12-31 | $914,752 | 6,400 | Call | Sole | 2025-02-14 | |
| 2024-12-31 | $10,161,894 | 71,097 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $914,752 | 6,400 | Put | Sole | 2025-02-14 | |
| 2024-09-30 | $1,240,704 | 6,400 | Call | Sole | 2024-11-13 | |
| 2024-09-30 | $10,953,090 | 56,500 | Shares | Sole | 2024-11-13 | |
| 2024-09-30 | $1,240,704 | 6,400 | Put | Sole | 2024-11-13 | |
| 2024-06-30 | $8,268,613 | 59,740 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $10,894,652 | 52,240 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $10,974,635 | 65,740 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,099,801 | 24,900 | Shares | Sole | 2023-11-14 | |
| 2023-09-30 | $2,489,800 | 20,000 | Put | Sole | 2023-11-14 | |
| 2023-06-30 | $4,080,000 | 30,000 | Shares | Sole | 2023-08-14 | |
| 2022-06-30 | $1,342,500 | 25,000 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $2,806,316 | 32,742 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,304,622 | 121,852 | Shares | Sole | 2021-12-29 | |
| 2021-06-30 | $7,337,520 | 172,000 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $927,400 | 20,000 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||