Position in BLDR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,184,198
+$625,234 QoQ
Shares Held
91,464
-0.4% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#134
of 662 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in BLDR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Giverny Capital Inc. holds $34,162,461 across 2 Building Products & Equipment names. BLDR ranks #2 (24.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAON |
Aaon, Inc.
|
204,779 | $25,978,263 | |
| 2 | BLDR |
Builders FirstSource, Inc.
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|
91,464 | $8,184,198 |
All Filings in BLDR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,184,198 | 91,464 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,558,964 | 91,813 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,258,453 | 89,984 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,560,390 | 87,096 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $10,189,020 | 87,317 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $10,300,678 | 82,445 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||