Lumida
/BLDR
⌘K
Builders FirstSource Inc

Builders FirstSource Inc

BLDR
$60.37USD+2.37%+1.40 today

MARKET CAP

6.5B

P/E (TTM)

13.3x

FWD P/E

15.4x

DAY RANGE

$58 – $61

52W RANGE

$58
$149

AI Summary

Stalk
TrimMedium

BLDR has broken key support at ~62.84 with a high-confidence support failure, reinforcing a bearish medium- and long-term outlook. Short-term price action is extended well below declining EMAs and RSI is in extreme oversold territory, offering no clear evidence of support absorption. A deferred sell (‘Trim’) into any relief bounce toward the 9/20 EMA zone aligns best with speculative strategy selectivity.

  • Generated $874M free cash flow in FY25 (~8% yield), enabling M&A and buybacks.
  • Completed 42 acquisitions since DMC merger, adding ~$2.3B in annual sales.
  • Revenue fell 12% YoY to $3.4B in Q4 2025 amid housing weakness.
Full analysis →

Buying

7

institutions

Selling

13

institutions

New Positions

0

this quarter

Filing Period

Q1 2026

latest 13-F

13-F Holdings

InstitutionActionShares HeldValueChangeChg %Weight
BI

Blackrock, Inc.

Q2 2026

SELL7.83 M700.93 M+-927.86 K-2.8%0.01%
JH

Janus Henderson Group Plc

Q1 2026

BUY1.38 M113.41 M+644.63 K+50.4%0.03%
CA

Citadel Advisors LLC

Q2 2026

BUY937.41 K83.88 M+91.04 K+20.4%0.01%
JC

Jpmorgan Chase & Co

Q2 2026

BUY512.22 K46.81 M+195.33 K+87.3%0.00%
RR

Robotti Robert

Q2 2026

SELL510.16 K45.65 M+-13.44 K+5.9%7.37%
MM

Millennium Management LLC

Q2 2026

SELL400.72 K35.86 M+-612.64 K-57.0%0.01%
GM

Grantham, Mayo, Van Otterloo & Co. LLC

Q2 2026

SELL240.41 K21.51 M+-63.62 K-14.1%0.05%
MC

Moore Capital Management, LP

Q2 2026

SELL139.38 K12.47 M+-102.41 K-37.4%0.19%
AC

Aqr Capital Management LLC

Q2 2026

SELL133.09 K11.91 M+-5.66 K+4.5%0.00%
CP

California Public Employees Retirement System

Q2 2026

SELL118.43 K10.60 M+-58.73 K-27.3%0.01%
BA

Bridgewater Associates, LP

Q2 2026

BUY51.28 K4.59 M+47.22 K+1272.2%0.02%
PA

Point72 Asset Management, L.P.

Q2 2026

SELL37.80 K3.38 M+-578.73 K-93.3%0.00%
MG

Man Group Plc

Q2 2026

BUY37.45 K3.35 M+2.38 K+16.1%0.01%
RC

Rockefeller Capital Management L.P.

Q2 2026

BUY23.77 K2.13 M+4.28 K+32.5%0.00%
MV

Miller Value Partners, LLC

Q2 2026

BUY19.11 K1.71 M+222.00+10.0%0.40%
WP

Woodline Partners LP

Q2 2026

SELL17.35 K1.55 M+-6.88 K-22.2%0.00%
BA

Balyasny Asset Management L.P.

Q2 2026

SELL0.000.00+-235.55 K-100.0%0.00%
RT

Renaissance Technologies LLC

Q2 2026

SELL0.000.00+-220.24 K-100.0%0.00%
BH

Brevan Howard Capital Management LP

Q2 2026

SELL0.000.00+-43.92 K-100.0%0.00%
SF

Soros Fund Management LLC

Q2 2026

SELL0.000.00+-2.66 K-100.0%0.00%