Builders FirstSource, Inc.
US ˙ NYSE ˙ US12008R1077

SecurityBLDR / Builders FirstSource, Inc.
InstitutionFifth Third Bancorp
Latest Disclosed Ownership54,016 shares
Latest Disclosed Value $ 4,447,206
Fifth Third Bancorp reports 2,974.33% increase in ownership of BLDR / Builders FirstSource, Inc.

On May 1, 2026 - Fifth Third Bancorp filed a 13F-HR form disclosing ownership of 54,016 shares of Builders FirstSource, Inc. (US:BLDR) valued at $4,447,137 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 1,757 shares of Builders FirstSource, Inc.. This represents a change in shares of 2,974.33% during the quarter. The current value of the position is $4,011,228 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-01 2026-03-31 13F BUILDERS FIRSTSOURCE COM 12008R107 54,016 52,259 2,974.33 4,447 2,370.56 0.0081
2026-02-02 2025-12-31 13F BUILDERS FIRSTSOURCE COM 12008R107 1,757 -738 -29.58 181 -40.40 0.0006
2025-11-07 2025-09-30 13F BUILDERS FIRSTSOURCE COM 12008R107 2,495 385 18.25 303 22.76 0.0010
2025-07-15 2025-06-30 13F BUILDERS FIRSTSOURCE COM 12008R107 2,110 377 21.75 246 13.89 0.0009
2025-04-15 2025-03-31 13F BUILDERS FIRSTSOURCE COM 12008R107 1,733 218 14.39 217 0.00 0.0008
2025-01-21 2024-12-31 13F BUILDERS FIRSTSOURCE COM 12008R107 1,515 -96 -5.96 217 -30.77 0.0008
2024-10-17 2024-09-30 13F BUILDERS FIRSTSOURCE COM 12008R107 1,611 390 31.94 312 85.71 0.0011
2024-07-22 2024-06-30 13F BUILDERS FIRSTSOURCE COM 12008R107 1,221 150 14.01 169 -24.66 0.0006
2024-04-23 2024-03-31 13F BUILDERS FIRSTSOURCE COM 12008R107 1,071 327 43.95 223 79.84 0.0009
2024-01-19 2023-12-31 13F BUILDERS FIRSTSOURCE COM 12008R107 744 -411 -35.58 124 -13.29 0.0005
2023-10-31 2023-09-30 13F BUILDERS FIRSTSOURCE COM 12008R107 1,155 164 16.55 144 6.72 0.0007
2023-07-26 2023-06-30 13F BUILDERS FIRSTSOURCE COM 12008R107 991 188 23.41 135 88.73 0.0006
2023-04-24 2023-03-31 13F BUILDERS FIRSTSOURCE COM 12008R107 803 137 20.57 71 65.12 0.0003
2023-01-25 2022-12-31 13F BUILDERS FIRSTSOURCE COM 12008R107 666 98 17.25 43 30.30 0.0002
2022-10-25 2022-09-30 13F BUILDERS FIRSTSOURCE COM 12008R107 568 -21 -3.57 33 3.13 0.0002
2022-08-04 2022-06-30 13F BUILDERS FIRSTSOURCE COM 12008R107 589 32 5.75 32 -11.11 0.0002
2022-04-19 2022-03-31 13F BUILDERS FIRSTSOURCE COM 12008R107 557 102 22.42 36 -7.69 0.0001
2022-02-01 2021-12-31 13F BUILDERS FIRSTSOURCE COM 12008R107 455 188 70.41 39 178.57 0.0002
2021-10-15 2021-09-30 13F BUILDERS FIRSTSOURCE COM 12008R107 267 267 14 0.0001
2016-08-11 2016-06-30 13F BUILDERS FIRSTSOURCE COM 12008R107 0 -88 -100.00 0 -100.00
2016-05-13 2016-03-31 13F BUILDERS FIRSTSOURCE COM 12008R107 88 -23,109 -99.62 1 -99.61 0.0000
2016-02-16 2015-12-31 13F BUILDERS FIRSTSOURCE COM 12008R107 23,197 4,698 25.40 257 9.36 0.0023
2015-11-13 2015-09-30 13F BUILDERS FIRSTSOURCE COM 12008R107 18,499 -5,670 -23.46 235 -24.19 0.0022
2015-08-14 2015-06-30 13F BUILDERS FIRSTSOURCE COM 12008R107 24,169 16,996 236.94 310 507.84 0.0027
2014-02-14 2013-12-31 13F BUILDERS FIRSTSOURCE COM 12008R107 7,173 1,164 19.37 51 45.71 0.0005
2013-11-14 2013-09-30 13F BUILDERS FIRSTSOURCE COM 12008R107 6,009 6,009 35 0.0004
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.