Builders FirstSource, Inc.
MX ˙ BMV ˙ US12008R1077
SecurityMX:BLDR / Builders FirstSource, Inc.
InstitutionBessemer Group Inc
Latest Disclosed Ownership528,056 shares
Latest Disclosed Value $ 43,473
Bessemer Group Inc reports 5.40% increase in ownership of BLDR / Builders FirstSource, Inc.

On May 6, 2026 - Bessemer Group Inc filed a 13F-HR form disclosing ownership of 528,056 shares of Builders FirstSource, Inc. (MX:BLDR) valued at $43,473 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 501,019 shares of Builders FirstSource, Inc.. This represents a change in shares of 5.40% during the quarter.

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)
2026-05-06 2026-03-31 13F BUILDERS FIRSTSOURCE SC 12008R107 528,056 27,037 5.40 43 -15.69 0.0683
2026-02-05 2025-12-31 13F BUILDERS FIRSTSOURCE SC 12008R107 501,019 39,085 8.46 52 -8.93 0.0791
2025-11-05 2025-09-30 13F BUILDERS FIRSTSOURCE SC 12008R107 461,934 265,428 135.07 56 154.55 0.0857
2025-08-01 2025-06-30 13F BUILDERS FIRSTSOURCE SC 12008R107 196,506 -416,112 -67.92 23 -71.05 0.0372
2025-04-23 2025-03-31 13F BUILDERS FIRSTSOURCE SC 12008R107 612,618 214,391 53.84 77 35.71 0.1372
2025-02-13 2024-12-31 13F BUILDERS FIRSTSOURCE SC 12008R107 398,227 17,434 4.58 57 -23.29 0.0929
2024-11-12 2024-09-30 13F BUILDERS FIRSTSOURCE SC 12008R107 380,793 -62,856 -14.17 74 19.67 0.1216
2024-08-13 2024-06-30 13F BUILDERS FIRSTSOURCE SC 12008R107 443,649 -4,852 -1.08 61 -34.41 0.1083
2024-08-13 2024-03-31 13F/A-1 BUILDERS FIRSTSOURCE SC 12008R107 448,501 448,407 477,028.72 94 0.1690
2024-05-13 2024-03-31 13F BUILDERS FIRSTSOURCE SC 12008R107 448,501 448,407 94 0.1690
2024-02-09 2023-12-31 13F BUILDERS FIRSTSOURCE SC 12008R107 94 -33 -25.98 0 0.0000
2023-11-13 2023-09-30 13F BUILDERS FIRSTSOURCE SC 12008R107 127 -115 -47.52 0 0.0000
2023-08-10 2023-06-30 13F BUILDERS FIRSTSOURCE SC 12008R107 242 117 93.60 0 0.0001
2023-05-10 2023-03-31 13F BUILDERS FIRSTSOURCE SC 12008R107 125 0 0.00 0 0.0000
2023-02-13 2022-12-31 13F BUILDERS FIRSTSOURCE SC 12008R107 125 120 2,400.00 0 0.0000
2022-11-09 2022-09-30 13F BUILDERS FIRSTSOURCE SC 12008R107 5 0 0.00 0 0.0000
2022-08-10 2022-06-30 13F BUILDERS FIRSTSOURCE SC 12008R107 5 -5 -50.00 0 0.0000
2022-05-12 2022-03-31 13F BUILDERS FIRSTSOURCE SC 12008R107 10 -1,170 -99.15 0 -100.00
2022-01-27 2021-12-31 13F BUILDERS FIRSTSOURCE SC 12008R107 1,180 814 222.40 101 573.33 0.0002
2021-02-09 2020-12-31 13F BUILDERS FIRSTSOURCE SC 12008R107 366 366 15 0.0000
2019-07-19 2019-06-30 13F BUILDERS FIRSTSOURCE SC 12008R107 0 0 0 0.0000
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.