Sector: consumerreal-estate
Conviction from: S&P
Builders FirstSource supplies and manufactures building materials, prefabricated components, and value-added products for residential homebuilders and contractors across the United States.
5 tracked filer(s) hold this · 1 opened, 2 added, 2 trimmed in 31-MAR-2026
Aggregate 13FScore 50 — mean of 5 scored holder(s) · buyers (new/add) avg 60. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Bridgewater | 55 | New buy | 4,062 | $334,424 | 0.0% |
| Louis Bacon / Moore | 56 | Added +1324% | 241,793 | $19,906,818 | 0.4% |
| François Rochon / Giverny | 68 | Added +2% | 91,813 | $7,558,964 | 0.3% |
| Ancora | 42 | Trimmed -98% | 5 | $412 | 0.0% |
| George Soros / Soros Fund Mgmt | 31 | Trimmed -73% | 2,656 | $218,668 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
| Filed | Insider | Role | Shares | Value | |
|---|
| 2026-03-16 | LEVY PAUL S | director | 50,000 | $4,386,500 | Form 4 |
2 disclosed trade(s) by 1 filer(s).
| Report | Date | Stance |
|---|
| #86 — Macro Memo: After the Trump Bump | 2025-02-25 | SHORT |