Giverny Capital
BLDR · Homes & buildings

Builders FirstSource

Supplies lumber, roof frames and windows to home builders.
No change
Giverny Capital owns 91,464 shares of Builders FirstSource, worth about $8 million. That’s less than $1 of every $100 they have in stocks. They didn’t really buy or sell any between April and June.
Mar 31
91,813
Jun 30
91,464

The numbers

Shares they own
91,464
Change since Mar 31
−349
tiny change (0.4%)
Shares on Mar 31
91,813
Value on Jun 30, 2026
$8,184,199
about $8 million
Share of their money
0.3%
less than $1 of every $100 · 41st of 49
Price per share on Jun 30
$89.48
Kind
Shares
More about Builders FirstSource
The value uses the price on Jun 30, 2026. The fund may have paid a different price.
Not investment advice. Holdings come from public SEC reports and the funds’ own letters, and can be up to 4½ months old. How this works