Builders FirstSource, Inc.
US ˙ NYSE ˙ US12008R1077

SecurityBLDR / Builders FirstSource, Inc.
InstitutionMan Group plc
Latest Disclosed Ownership35,062 shares
Latest Disclosed Value $ 2,886,655
Man Group plc reports 63.15% increase in ownership of BLDR / Builders FirstSource, Inc.

On May 15, 2026 - Man Group plc filed a 13F-HR form disclosing ownership of 35,062 shares of Builders FirstSource, Inc. (US:BLDR) valued at $2,886,654 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 21,491 shares of Builders FirstSource, Inc.. This represents a change in shares of 63.15% during the quarter. The current value of the position is $2,603,704 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)
2026-05-15 2026-03-31 13F BUILDERS FIRSTSOURCE COM 12008R107 35,062 13,571 63.15 2,887 30.53 0.0052
2026-02-17 2025-12-31 13F BUILDERS FIRSTSOURCE COM 12008R107 21,491 -4,587 -17.59 2,211 -30.05 0.0038
2025-11-14 2025-09-30 13F BUILDERS FIRSTSOURCE COM 12008R107 26,078 -106,766 -80.37 3,162 -79.61 0.0055
2025-08-14 2025-06-30 13F BUILDERS FIRSTSOURCE COM 12008R107 132,844 44,463 50.31 15,502 40.38 0.0295
2025-05-15 2025-03-31 13F BUILDERS FIRSTSOURCE COM 12008R107 88,381 -63,797 -41.92 11,042 -49.23 0.0280
2025-02-14 2024-12-31 13F BUILDERS FIRSTSOURCE COM 12008R107 152,178 38,320 33.66 21,751 -1.46 0.0572
2024-11-14 2024-09-30 13F BUILDERS FIRSTSOURCE COM 12008R107 113,858 -96,996 -46.00 22,073 -24.37 0.0575
2024-08-14 2024-06-30 13F BUILDERS FIRSTSOURCE COM 12008R107 210,854 1,314 0.63 29,184 -33.22 0.0737
2024-05-15 2024-03-31 13F BUILDERS FIRSTSOURCE COM 12008R107 209,540 25,215 13.68 43,700 42.01 0.1102
2024-02-14 2023-12-31 13F BUILDERS FIRSTSOURCE COM 12008R107 184,325 30,771 -72.12 0.0857
2023-11-14 2023-09-30 13F BUILDERS FIRSTSOURCE COM 12008R107 110,360 97.81 0.3419
2023-08-14 2023-06-30 13F BUILDERS FIRSTSOURCE COM 12008R107 410,238 55,792 200.44 0.1721
2023-05-15 2023-03-31 13F BUILDERS FIRSTSOURCE COM 12008R107 18,571 41.67 0.0661
2023-02-14 2022-12-31 13F BUILDERS FIRSTSOURCE COM 12008R107 202,044 79,741 65.20 13,109 81.90 0.0470
2022-11-14 2022-09-30 13F BUILDERS FIRSTSOURCE COM 12008R107 122,303 7,206 66.88 0.0334
2022-08-15 2022-06-30 13F BUILDERS FIRSTSOURCE COM 12008R107 4,318 -71.60 0.0183
2022-05-16 2022-03-31 13F BUILDERS FIRSTSOURCE COM 12008R107 235,572 -14,769 -5.90 15,204 -29.14 0.0529
2022-02-14 2021-12-31 13F BUILDERS FIRSTSOURCE COM 12008R107 250,341 101,357 68.03 21,457 178.37 0.0690
2021-11-15 2021-09-30 13F BUILDERS FIRSTSOURCE COM 12008R107 148,984 -61,450 -29.20 7,708 -14.14 0.0270
2021-08-16 2021-06-30 13F BUILDERS FIRSTSOURCE COM 12008R107 210,434 81,783 63.57 8,977 50.49 0.0316
2021-05-17 2021-03-31 13F BUILDERS FIRSTSOURCE COM 12008R107 128,651 60,661 89.22 5,965 114.95 0.0262
2021-02-16 2020-12-31 13F BUILDERS FIRSTSOURCE COM 12008R107 67,990 -653,853 -90.58 2,775 -88.21 0.0122
2020-11-16 2020-09-30 13F BUILDERS FIRSTSOURCE COM 12008R107 721,843 -115,126 -13.76 23,546 35.91 0.0926
2020-08-14 2020-06-30 13F BUILDERS FIRSTSOURCE COM 12008R107 836,969 -845,433 -50.25 17,325 -15.80 0.0874
2020-05-15 2020-03-31 13F BUILDERS FIRSTSOURCE COM 12008R107 1,682,402 -439,277 -20.70 20,576 -61.83 0.1333
2020-02-18 2019-12-31 13F BUILDERS FIRSTSOURCE COM 12008R107 2,121,679 362,030 20.57 53,912 48.91 0.1773
2019-11-14 2019-09-30 13F BUILDERS FIRSTSOURCE COM 12008R107 1,759,649 -45,705 -2.53 36,205 18.95 0.1345
2019-08-14 2019-06-30 13F BUILDERS FIRSTSOURCE COM 12008R107 1,805,354 1,266,829 235.24 30,438 323.69 0.1100
2019-05-15 2019-03-31 13F BUILDERS FIRSTSOURCE COM 12008R107 538,525 538,525 7,184 0.0273
2019-02-14 2018-12-31 13F BUILDERS FIRSTSOURCE COM 12008R107 0 -56,332 -100.00 0 -100.00
2018-11-14 2018-09-30 13F BUILDERS FIRSTSOURCE COM 12008R107 56,332 -251,910 -81.72 827 -85.33 0.0030
2018-08-14 2018-06-30 13F BUILDERS FIRSTSOURCE COM 12008R107 308,242 -274,193 -47.08 5,637 -51.22 0.0232
2018-05-15 2018-03-31 13F BUILDERS FIRSTSOURCE COM 12008R107 582,435 582,435 11,555 0.0529
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.