BLDR
Builders FirstSource, Inc. · Basic Materials · Construction Materials
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +15.8% ·
Aktienfluss +0.1% ·
neue Nettopositionen +13.6%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 147 | -8 | 70.49M | $6.31B | +9 | −18 |
| Q1 2026 | 159 | -4 | 71.68M | $5.90B | +5 | −10 |
| Q4 2025 | 162 | +1 | 79.68M | $8.20B | +5 | −3 |
| Q3 2025 | 21 | -3 | 50.93M | $6.17B | +1 | −5 |
| Q2 2025 | 22 | +3 | 49.55M | $5.78B | +4 | −1 |
| Q1 2025 | 16 | 0 | 16.67M | $2.08B | +1 | −1 |
| Q4 2024 | 16 | -2 | 15.82M | $2.26B | +1 | −3 |
| Q3 2024 | 17 | +1 | 12.21M | $2.37B | +2 | −1 |
| Q2 2024 | 16 | — | 11.49M | $1.59B | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passiv) | 12.56M | — | $1.47B | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 2 | Fidelity (FMR) ✦ | 11.63M | — | $1.36B | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 3 | BlackRock ✦ (passiv) | 8.64M | — | $1.01B | 0.0% | n/c | 1 | SEC ↗ ×21 |
| 4 | State Street Global Advisors ✦ (passiv) | 5.03M | +0.6% | $586.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wellington Management ✦ | 3.38M | +5.2% | $394.86M | 0.1% | ▲ Add | 5 | SEC ↗ ×8 |
| 6 | Geode Capital Management ✦ (passiv) | 2.88M | -2.5% | $334.92M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 7 | Baillie Gifford ✦ | 1.52M | -2.4% | $177.87M | 0.1% | ▼ Trim | 4 | SEC ↗ ×4 |
| 8 | Norges Bank ✦ (passiv) | 1.27M | -1.3% | $147.99M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 9 | Capital World Investors ✦ | 760.23K | 0.0% | $88.71M | 0.0% | Held | 5 | SEC ↗ |
| 10 | T. Rowe Price ✦ | 290.13K | -0.4% | $33.86M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 11 | Two Sigma Investments ✦ | 278.41K | Neu | $32.49M | 0.1% | New | 1 | SEC ↗ |
| 12 | Renaissance Technologies ✦ | 262.34K | Neu | $30.61M | 0.0% | New | 1 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 184.32K | -3.3% | $21.51M | 0.0% | ▼ Trim | 5 | SEC ↗ ×4 |
| 14 | Millennium Management ✦ | 158.45K | +98.1% | $18.49M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | Adage Capital Partners ✦ | 156.20K | +124.9% | $18.23M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 16 | Fisher Asset Management ✦ | 145.75K | -22.2% | $17.01M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 17 | Gotham Asset Management ✦ | 128.37K | -14.5% | $14.98M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 110.54K | -75.9% | $12.90M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 19 | Duquesne Family Office ✦ | 85.06K | Neu | $9.93M | 0.3% | New | 1 | SEC ↗ |
| 20 | Arrowstreet Capital ✦ | 74.30K | +312.1% | $8.67M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 21 | Bridgewater Associates ✦ | 2.62K | -99.1% | $305,611 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | D. E. Shaw & Co. ✦ | 2.30K | Neu | $268,737 | 0.0% | New | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Two Sigma Investments | $32.49M | 0.1% |
| Renaissance Technologies | $30.61M | 0.0% |
| Duquesne Family Office | $9.93M | 0.3% |
| D. E. Shaw & Co. | $268,737 | 0.0% |
Ausgestiegen
| Marshall Wace | $19.07M | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 717 Inhaber, 105.81M Anteile, $8.56B gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.