Brevan Howard Capital Management LP
Position in BLDR — Builders FirstSource, Inc.
CIK 1512857
ST. HELIER, Y9
Position in BLDR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,615,933
+$676,366 QoQ
Shares Held
43,920
+53.7% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BLDR Over Time
Shares Held
Position Value (USD)
Derivatives in BLDR
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$5,213,750
PutShares
25,000
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 Mar 31, 2026Brevan Howard Capital Management LP holds $22,898,949 across 17 Building Products & Equipment names. BLDR ranks #2 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OC |
Owens Corning
|
44,532 | $4,819,252 | |
| 2 | BLDR |
Builders FirstSource, Inc.
This page
|
43,920 | $3,615,933 | |
| 3 | AWI |
Armstrong World Industries Inc
|
16,883 | $2,782,318 | |
| 4 | AAON |
Aaon, Inc.
|
26,604 | $2,201,481 | |
| 5 | WMS |
Advanced Drainage Systems, Inc.
|
15,818 | $2,169,122 | |
| 6 | GFF |
Griffon Corp
|
21,081 | $1,532,167 | |
| 7 | FBIN |
Fortune Brands Innovations, Inc.
|
38,936 | $1,517,335 | |
| 8 | CSL |
Carlisle Companies Inc
|
4,002 | $1,335,147 |
All Filings in BLDR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,615,933 | 43,920 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,939,567 | 28,570 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $620,193 | 5,115 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,394,895 | 37,663 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $396,684 | 3,175 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $698,283 | 3,602 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,207,224 | 15,947 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $567,256 | 2,720 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $5,213,750 | 25,000 | Put | Defined | 2024-05-15 | |
| 2023-12-31 | $963,076 | 5,769 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $4,173,500 | 25,000 | Put | Defined | 2024-02-14 | |
| 2023-09-30 | $3,112,250 | 25,000 | Put | Defined | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||