SEMPER AUGUSTUS INVESTMENTS GROUP LLC: BUILDERS FIRSTSOURCE INC (BLDR): Quarterly 13F Position History
As of Q2 2026, SEMPER AUGUSTUS INVESTMENTS GROUP LLC reported 553,722 shares of BUILDERS FIRSTSOURCE INC (BLDR), worth $49.5M and representing 5.6% of its 13F equity book. Quarter-over-quarter share count change: + 325,512 (+142.6%) . The position first appeared in Q1 2026 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 553,722Shares Held (Latest Filing)
- $49.5MReported Market Value (Latest Filing)
- 5.6%Portfolio Weight (% of 13F Equity Book)
- +325,512Quarter-over-Quarter Share Change
- +$30.8MQuarter-over-Quarter Value Change
- 553,722Peak Reported Shares (Historical)
Recent initiation: SEMPER AUGUSTUS INVESTMENTS GROUP LLC first reported BLDR on the Q1 2026 filing, so fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 553,722 | +325,512 | +142.6% | $49.5M | 5.6% | $89.5 |
| Q1 2026 | 228,210 | – | – | $18.8M | 2.2% | $82.3 |
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 SEMPER AUGUSTUS INVESTMENTS GROUP LLC first disclose a BLDR position in 13F-HR filings?
SEMPER AUGUSTUS INVESTMENTS GROUP LLC first reported BUILDERS FIRSTSOURCE INC (BLDR) on its 13F-HR filing for the period ending 2026-03-31 (Q1 2026). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was SEMPER AUGUSTUS INVESTMENTS GROUP LLC's most recent quarter-over-quarter share-count change in BLDR?
Between Q1 2026 and Q2 2026, SEMPER AUGUSTUS INVESTMENTS GROUP LLC added 325,512 shares of BLDR (+142.6%), bringing the total reported position to 553,722 shares at a market value of $49.5M.
Does the implied price-per-share represent SEMPER AUGUSTUS INVESTMENTS GROUP 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.