LOEWS CORP: BUILDERS FIRSTSOURCE INC (BLDR): Quarterly 13F Position History
As of Q1 2026, LOEWS CORP reported 740,000 shares of BUILDERS FIRSTSOURCE INC (BLDR), worth $60.9M and representing 0.5% of its 13F equity book. Quarter-over-quarter share count change: + 460,000 (+164.3%) . The position first appeared in Q2 2025 and has been disclosed across 4 13F-HR filings in Pactolio's tracked window.
- 740,000Shares Held (Latest Filing)
- $60.9MReported Market Value (Latest Filing)
- 0.5%Portfolio Weight (% of 13F Equity Book)
- +460,000Quarter-over-Quarter Share Change
- +$32.1MQuarter-over-Quarter Value Change
- 740,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 4 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 740,000 | +460,000 | +164.3% | $60.9M | 0.5% | $82.3 |
| Q4 2025 | 280,000 | +280,000 | — | $28.8M | 0.2% | $102.9 |
| Q3 2025 | 0 | 40,000 | -100.0% | $0 | 0.0% | — |
| Q2 2025 | 40,000 | — | — | $4.7M | 0.0% | $116.7 |
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 LOEWS CORP first disclose a BLDR position in 13F-HR filings?
LOEWS CORP first reported BUILDERS FIRSTSOURCE INC (BLDR) on its 13F-HR filing for the period ending 2025-06-30 (Q2 2025). The position has appeared on 4 reported quarters within Pactolio's tracked window.
What was LOEWS CORP's most recent quarter-over-quarter share-count change in BLDR?
Between Q4 2025 and Q1 2026, LOEWS CORP added 460,000 shares of BLDR (+164.3%), bringing the total reported position to 740,000 shares at a market value of $60.9M.
Does the implied price-per-share represent LOEWS CORP'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.