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Waratah Capital Advisors Ltd.

Position in BLDR — Builders FirstSource, Inc.

CIK 1539919 TORONTO, A6

Position in BLDR

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$1,339,515
+$608,742 QoQ
Shares Held
14,970
+148.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#280
of 662 holders
Holding Since
Jun 2021
8 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, 2026
CallValue
$8,948,000
CallShares
100,000
PutValue
$0
PutShares
0

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, 2026

Waratah Capital Advisors Ltd. holds $36,842,338 across 4 Building Products & Equipment names. BLDR ranks #4 (3.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 BLDR
Builders FirstSource, Inc.
This page
14,970 $1,339,515

All Filings in BLDR

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $8,948,000 100,000
2026-06-30 $1,339,515 14,970
2025-09-30 $730,773 6,027
2025-03-31 $4,535,322 36,300
2025-03-31 $1,698,184 13,592
2024-12-31 $454,803 3,182
2024-03-31 $19,267,725 92,389
2023-12-31 $10,775,643 64,548
2023-09-30 $926,579 7,443
2021-06-30 $724,878 16,992