Black Bear Value Fund Aligns with the Long-Term Thesis for Builders FirstSource (BLDR)
Black Bear Value Fund, an investment advisor, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Builders Firstsource Inc. (BLDR)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Diamond Hill Capital Ric Dillon | 1,872,708 | $192,682,926 | +14% | 0.99% |
| 2. | Renaissance Technologies Jim Simons | 534,741 | $55,019,501 | 0.09% | |
| 3. | Hill City Capital Herbert Frazier | 240,000 | $24,693,600 | 0.93% | |
| 4. | Marshall Wace LLP Paul Marshall And Ian Wace | 155,869 | $16,037,362 | +378% | 0.01% |
| 5. | Mountaineer Partners Management Mark Lee | 94,091 | $9,681,023 | +55% | 5.42% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $115.50 | 1,948 | $224,994.00 | 31,121 | 2025-06-10 | Filing | |
| $109.67 | 5,000 | $548,350.00 | 5,000 | 2025-05-27 | Filing | |
| $111.21 | 283,517 | $31,529,925.57 | 1,672,687 | 2025-05-09 | Filing | |
| $110.65 | 216,483 | $23,953,843.95 | 1,389,170 | 2025-05-08 | Filing | |
| $11.73 | 4,000 | $46,920.00 | 30,390 | 2018-12-10 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $144.85 | 1,250 | $181,062.50 | 73,521 | 2025-08-22 | Filing | |
| $140.82 | 18,000 | $2,534,760.00 | 123,331 | 2025-02-27 | Filing | |
| $178.28 | 2,889 | $515,050.92 | 38,598 | 2024-11-15 | Filing | |
| $178.41 | 10,000 | $1,784,100.00 | 33,083 | 2024-11-07 | Filing | |
| $153.68 | 30,000 | $4,610,400.00 | 95,333 | 2024-08-08 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 12,377,575 | $1,273,528,692 | 0.02% | |
| 2. | 8,876,413 | $913,294,102 | 0.02% | |
| 3. | 5,108,120 | $525,574,467 | 0.02% | |
| 4. | 2,817,958 | $288,789,377 | 0.02% | |
| 5. | 2,757,969 | $283,767,430 | 0.86% |
News See All
Here’s What Hurt Builders FirstSource (BLDR) in Q4
Pelican Bay Capital Management (PBCM), an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Builders FirstSource, Inc. (BLDR): A Bull Case Theory
We came across a bullish thesis on Builders FirstSource, Inc. on Value & Error’s Substack.
Should You Be Optimistic About Builders FirstSource (BLDR)?
Heartland Advisors, an investment management company, released its “Heartland Value Plus Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Do You Have a Positive Outlook on Builder First Source (BLDR)?
Tapasya Fund, an investment management company, released its fourth quarter 2025 investor letter. A copy of the letter can be downloaded here.
Jim Cramer Prefers Home Depot Over Builders FirstSource (BLDR)
“I was a huge believer in Builders FirstSource. This is proving to be such a hard market that I had to default and switch to Home Depot and Lowe’s. Builders FirstSource is a moonshot.
Jim Cramer's Recent Takes on These 21 Stocks
“It's a great reminder of the need for diversification.
Builders FirstSource, Inc. (NYSE:BLDR) Q3 2025 Earnings Call Transcript
Operator: Good day, and welcome to the Builders FirstSource Third Quarter 2025 Earnings Conference Call.
Jim Cramer Recently Discussed These 8 Stocks
On Tuesday, Mad Money host Jim Cramer noted a change in market behavior, as he pointed out that tech and AI stocks, which have been driving recent gains, retreated, while stocks tied to the broader economy...
Does Builders FirstSource (BLDR) Have a Long-Term Tailwind for Growth?
Black Bear Value Partners, an investment management firm, published its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
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