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Jeremy Grantham's Builders FirstSource, Inc. (BLDR) position

Yes: as of Q1 2026, Jeremy Grantham holds 304K shares of BLDR worth $25M (0.1% of the disclosed portfolio). Held since at least Q1 2021; that opening coverage snapshot is not counted as a purchase.
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Current value
$25M
Shares held
304K
% of portfolio
0.1%
Est. average buy price (i)
$123.21
Quarter-end price
$82.61

Estimated trade prices

Average price in quarters with purchases
$128.27
Average prices in quarters with sales
  • Q3 2025: $132.65 (3K shares sold)
  • Q2 2025: $115.42 (55K shares sold)
  • Q4 2024: $176.96 (20K shares sold)
  • Q3 2024: $165.82 (26K shares sold)
  • Q1 2024: $184.81 (56K shares sold)
  • Q4 2023: $132.90 (31K shares sold)
  • Q2 2021: $46.37 (36K shares sold)

BLDR price vs Grantham's position

1Y 3Y 5Y MAX
Dates
$40$100$150$200$25020222023202420252026New position of 4K shares · Q2 2022. Average closing price $61.32 · Price range $50.02–$68.614KsharespurchasedNew position of 30K shares · Q2 2023. Average closing price $111.21 · Price range $85.53–$136.1730KsharespurchasedAdded 253K shares (834.6%) · Q3 2023. Average closing price $137.97 · Price range $121.02–$152.22253KsharespurchasedSold 31K shares (11.1%) · Q4 2023. Average closing price $132.90 · Price range $106.22–$170.5631KsharessoldSold 56K shares (22.4%) · Q1 2024. Average closing price $184.81 · Price range $157.29–$211.1256KsharessoldAdded 29K shares (14.9%) · Q2 2024. Average closing price $169.76 · Price range $136.51–$205.4129KsharespurchasedSold 26K shares (11.6%) · Q3 2024. Average closing price $165.82 · Price range $132.60–$201.8326KsharessoldSold 20K shares (10.0%) · Q4 2024. Average closing price $176.96 · Price range $142.93–$198.2520KsharessoldAdded 25K shares (14.3%) · Q1 2025. Average closing price $145.49 · Price range $122.80–$173.5125KsharespurchasedSold 55K shares (26.8%) · Q2 2025. Average closing price $115.42 · Price range $105.63–$131.1255KsharessoldSold 3K shares (2.2%) · Q3 2025. Average closing price $132.65 · Price range $116.91–$149.213KsharessoldAdded 17K shares (11.9%) · Q4 2025. Average closing price $112.37 · Price range $94.85–$129.5417KsharespurchasedAdded 141K shares (86.2%) · Q1 2026. Average closing price $106.80 · Price range $78.85–$128.96141Ksharespurchased← Earlier —1 sell
Average closing price · filing quarter
$106.80
Price range · filing quarter
$78.85 – $128.96
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Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q1 2026 Added +141K +$15M +86.2% 304K May 14, 2026
Q4 2025 Added +17K +$1.9M +11.9% 163K Feb 17, 2026
Q3 2025 Reduced −3K −$439K −2.2% 146K Nov 13, 2025
Q2 2025 Reduced −55K −$6.3M −26.8% 149K Aug 13, 2025
Q1 2025 Added +25K +$3.7M +14.3% 204K May 14, 2025
Q4 2024 Reduced −20K −$3.5M −10.0% 178K Feb 13, 2025
Q3 2024 Reduced −26K −$4.3M −11.6% 198K Nov 13, 2024
Q2 2024 Added +29K +$4.9M +14.9% 224K Aug 13, 2024
Q1 2024 Reduced −56K −$10M −22.4% 195K May 14, 2024
Q4 2023 Reduced −31K −$4.2M −11.1% 251K Feb 13, 2024
Q3 2023 Added +253K +$35M +834.6% 283K Nov 13, 2023
Q2 2023 New +30K +$3.4M – 30K Aug 14, 2023
Q2 2022 New +4K +$251K – 4K Aug 12, 2022
Q2 2021 Reduced −36K −$1.7M −73.8% 13K Aug 12, 2021
Q1 2021 First covered – – – 49K May 13, 2021
Data through Q1 2026 · filed May 14, 2026
15 grouped rows from 15 quarters

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Common questions

Does Jeremy Grantham own BLDR?

Yes. As of Q1 2026, Jeremy Grantham disclosed 304K shares of BLDR, worth $25M. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Jeremy Grantham buy BLDR?

Jeremy Grantham held BLDR since at least Q1 2021, when this filing coverage begins; the opening snapshot is not a disclosed purchase. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Jeremy Grantham sell BLDR?

The quarter-by-quarter table above shows each sale and reduction Jeremy Grantham disclosed in BLDR. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of BLDR does Jeremy Grantham own?

Jeremy Grantham disclosed 304K shares of BLDR as of Q1 2026. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Jeremy Grantham pay for BLDR?

Jeremy Grantham's estimated average buy price for BLDR is $123.21, from quarter-average prices weighted by the shares added each quarter. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.