Position in BLDR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,558,964
-$1,699,489 QoQ
Shares Held
91,813
+2.0% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Common Shares in BLDR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Mar 31, 2026Giverny Capital Inc. holds $24,260,562 across 2 Building Products & Equipment names. BLDR ranks #2 (31.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAON |
Aaon, Inc.
|
201,832 | $16,701,598 | |
| 2 | BLDR |
Builders FirstSource, Inc.
This page
|
91,813 | $7,558,964 |
All Filings in BLDR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||