Brave Warrior Advisors, LLC: BUILDERS FIRSTSOURCE INC (BLDR): Quarterly 13F Position History
As of Q2 2026, Brave Warrior Advisors, LLC reported 2,340,571 shares of BUILDERS FIRSTSOURCE INC (BLDR), worth $209.4M and representing 4.6% of its 13F equity book. Quarter-over-quarter share count change: 31,721 (-1.3%) . The position first appeared in Q1 2025 and has been disclosed across 6 13F-HR filings in Pactolio's tracked window.
- 2,340,571Shares Held (Latest Filing)
- $209.4MReported Market Value (Latest Filing)
- 4.6%Portfolio Weight (% of 13F Equity Book)
- 31,721Quarter-over-Quarter Share Change
- +$14.1MQuarter-over-Quarter Value Change
- 2,379,145Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 6 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 2,340,571 | 31,721 | -1.3% | $209.4M | 4.6% | $89.5 |
| Q1 2026 | 2,372,292 | 6,853 | -0.3% | $195.3M | 4.8% | $82.3 |
| Q4 2025 | 2,379,145 | +573,764 | +31.8% | $244.8M | 5.7% | $102.9 |
| Q3 2025 | 1,805,381 | 21,880 | -1.2% | $218.9M | 5.1% | $121.3 |
| Q2 2025 | 1,827,261 | +585,683 | +47.2% | $213.2M | 4.9% | $116.7 |
| Q1 2025 | 1,241,578 | – | – | $155.1M | 3.6% | $124.9 |
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 rather than 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 6 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 Q1 2026 and Q2 2026, Brave Warrior Advisors, LLC reduced its BLDR position by 31,721 shares (-1.3%), leaving 2,340,571 shares at a market value of $209.4M.
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.