Sector: consumerreal-estate
Conviction from: S&P
52-week range: 56.56131.50
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 · 0 opened, 2 added, 2 trimmed in 30-JUN-2026
Aggregate 13FScore 63 — 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 |
|---|
| Paul Tudor Jones / Tudor | 63 | Added +84% | 161,126 | $14,417,554 | 0.0% |
| Bridgewater | 56 | Added +1163% | 51,283 | $4,588,803 | 0.0% |
| François Rochon / Giverny | 67 | Holds (flat) | 91,464 | $8,184,199 | 0.3% |
| Louis Bacon / Moore | 53 | Trimmed -42% | 139,385 | $12,472,170 | 0.2% |
| Steve Cohen / Point72 | 76 | Trimmed -94% | 37,800 | $3,382,344 | 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 |