BLDR
Builders FirstSource, Inc. · Basic Materials · Construction Materials
Señales de momentum (gestores comparables):
amplitud de titulares -12.5% ·
flujo de acciones -2.9% ·
nuevas posiciones netas -19.0%
· fórmula
Distribución amplia: acciones en descenso y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 30.54K | $1.66M | n/a | n/a |
| Q2 2026 | 150 | -7 | 70.94M | $6.35B | +10 | −16 |
| 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 | n/a | 11.49M | $1.59B | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 12.42M | -1.0% | $1.51B | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 2 | Fidelity (FMR) ✦ | 11.41M | -1.9% | $1.38B | 0.1% | ▼ Trim | 2 | SEC ↗ ×5 |
| 3 | BlackRock ✦ (pasivo) | 8.71M | +0.8% | $1.06B | 0.0% | ▲ Add | 2 | SEC ↗ ×20 |
| 4 | State Street Global Advisors ✦ (pasivo) | 4.99M | -0.7% | $605.31M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Wellington Management ✦ | 3.24M | -4.2% | $393.21M | 0.1% | ▼ Trim | 6 | SEC ↗ ×8 |
| 6 | Geode Capital Management ✦ (pasivo) | 2.80M | -2.7% | $338.51M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 7 | Morgan Stanley ✦ | 1.78M | n/a | $215.77M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 8 | JPMorgan Chase ✦ | 1.49M | n/a | $181.24M | 0.0% | n/c | 1 | SEC ↗ ×28 |
| 9 | Baillie Gifford ✦ | 1.47M | -3.6% | $178.21M | 0.1% | ▼ Trim | 5 | SEC ↗ ×4 |
| 10 | Goldman Sachs Group ✦ | 896.22K | n/a | $108.67M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 11 | Capital World Investors ✦ | 768.52K | +1.1% | $93.18M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 270.43K | +144.6% | $32.79M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 13 | T. Rowe Price ✦ | 169.20K | -41.7% | $20.52M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 14 | Adage Capital Partners ✦ | 151.73K | -2.9% | $18.40M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 15 | Gotham Asset Management ✦ | 130.89K | +2.0% | $15.87M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 75.52K | -59.0% | $8.91M | 0.0% | ▼ Trim | 6 | SEC ↗ ×5 |
| 17 | Two Sigma Investments ✦ | 33.68K | -87.9% | $4.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Marshall Wace ✦ | 32.65K | Nuevo | $3.96M | 0.0% | New | 1 | SEC ↗ ×2 |
| 19 | Millennium Management ✦ | 27.54K | -82.6% | $3.34M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 20 | Bridgewater Associates ✦ | 27.32K | +943.3% | $3.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Fisher Asset Management ✦ | 22.36K | -84.7% | $2.71M | 0.0% | ▼ Trim | 6 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Marshall Wace | $3.96M | 0.0% |
Posición cerrada
| Norges Bank | $147.99M | era 0.0% |
| Renaissance Technologies | $30.61M | era 0.0% |
| Duquesne Family Office | $9.93M | era 0.3% |
| Arrowstreet Capital | $8.67M | era 0.0% |
| D. E. Shaw & Co. | $268,737 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 717 tenedores, 105.81M acciones, $8.56B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.