Brave Warrior Advisors, LLC — BUILDERS FIRSTSOURCE INC BLDR: Quarterly 13F Position History
Brave Warrior Advisors, LLC has reported BUILDERS FIRSTSOURCE INC (BLDR) on 5 13F-HR filings in Pactolio's tracked window, first appearing in Q1 2025. As of Q1 2026, the position is sized at 2,372,292 shares ($195.3M market value, 4.83% of the equity book). Quarter-over-quarter share count change: 6,853 (-0.3%) .
- 2,372,292Shares Held (Latest Filing)
- $195.3MReported Market Value (Latest Filing)
- 4.83%Portfolio Weight (% of 13F Equity Book)
- 6,853Quarter-over-Quarter Share Change
- -$49.5MQuarter-over-Quarter Value Change
- 2,379,145Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 5 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 2,372,292 | 6,853 | -0.3% | $195.3M | 4.83% | $82.33 |
| Q4 2025 | 2,379,145 | +573,764 | +31.8% | $244.8M | 5.73% | $102.89 |
| Q3 2025 | 1,805,381 | 21,880 | -1.2% | $218.9M | 5.08% | $121.25 |
| Q2 2025 | 1,827,261 | +585,683 | +47.2% | $213.2M | 4.89% | $116.69 |
| Q1 2025 | 1,241,578 | — | — | $155.1M | 3.55% | $124.94 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Brave Warrior Advisors, LLC first disclose a BLDR position in 13F-HR filings?
Brave Warrior Advisors, LLC first reported BUILDERS FIRSTSOURCE INC (BLDR) on its 13F-HR filing for the period ending 2025-03-31 (Q1 2025). The position has appeared on 5 reported quarters within Pactolio's tracked window.
What was Brave Warrior Advisors, LLC's most recent quarter-over-quarter share-count change in BLDR?
Between Q4 2025 and Q1 2026, Brave Warrior Advisors, LLC reduced its BLDR position by 6,853 shares (-0.3%), leaving 2,372,292 shares at a market value of $195.3M.
Does the implied price-per-share represent Brave Warrior Advisors, LLC's cost basis in BLDR?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.