Builders FirstSource, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Builders FirstSource, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last report1 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
Builders FirstSource, Inc., together with its subsidiaries, manufactures and supplies building materials, manufactured components, and construction services to professional homebuilders, sub-contractors, remodelers, and consumers in the United States. It offers lumber and lumber sheet goods comprising dimensional lumber, plywood, and oriented strand board products that are used in on-site house framing; manufactured products, such as wood floor and roof trusses, steel roof trusses, wall panels, stairs, and engineered wood products; and windows, and interior and exterior door units, as well as interior and exterior trims and custom products under the Synboard brand name. The company also offers gypsum, roofing, and insulation products, including wallboards, ceilings, joint treatments, and finishes; and siding, metal, and concrete products, such as vinyl, composite, and wood siding products, as well as exterior trims, other exteriors, metal studs, and cement products. In addition, it provides other building products and services, such as cabinets and hardware, as well as turn-key framing, shell construction, design assistance, and professional installation services. The company was formerly known as BSL Holdings, Inc. and changed its name to Builders FirstSource, Inc. in October 1999. Builders FirstSource, Inc. was founded in 1998 and is based in Dallas, Texas.
Builders FirstSource, Inc., together with its subsidiaries, manufactures and supplies building materials, manufactured components, and construction services to professional homebuilders, sub-contractors, remodelers, and consumers in the United States. It offers lumber and lumber sheet goods comprising dimensional lumber, plywood, and oriented strand board products that are used in on-site house framing; manufactured products, such as wood floor and roof trusses, steel roof trusses, wall panels, stairs, and engineered wood products; and windows, and interior and exterior door units, as well as interior and exterior trims and custom products under the Synboard brand name. The company also offers gypsum, roofing, and insulation products, including wallboards, ceilings, joint treatments, and finishes; and siding, metal, and concrete products, such as vinyl, composite, and wood siding products, as well as exterior trims, other exteriors, metal studs, and cement products. In addition, it provides other building products and services, such as cabinets and hardware, as well as turn-key framing, shell construction, design assistance, and professional installation services. The company was formerly known as BSL Holdings, Inc. and changed its name to Builders FirstSource, Inc. in October 1999. Builders FirstSource, Inc. was founded in 1998 and is based in Dallas, Texas.
No other changes.
No other changes.
No thesis.
Annual filing, covered
10-K parsed · Feb 17 '26
Supply-chain ties, covered
None disclosed
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Feb 17 '26
Supply-chain ties, covered
None disclosed
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
+12.85%
vs ±10.6% implied · ×1.22
shaded = implied · ▲▼ = realized
Builders FirstSource, Inc.
67.79
pre 67.13 −1.02%
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $700.9M | 7.07% | −10.59% |
| Vanguardindex-like | $613.4M | 6.19% | −2.45% |
| State Streetindex-like | $433.1M | 4.37% | −5.48% |
| Vanguard Portfolioindex-like | $372.4M | 3.76% | −3.63% |
| Capital International Investors | $349.6M | 3.53% | +32.76% |
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $700.9M | 7.07% | −10.59% |
| Vanguardindex-like | $613.4M | 6.19% | −2.45% |
| State Streetindex-like | $433.1M | 4.37% | −5.48% |
| Vanguard Portfolioindex-like | $372.4M | 3.76% | −3.63% |
| Capital International Investors | $349.6M | 3.53% | +32.76% |
Tall tick = annual report · Source: EDGAR
Largest filed tie
0
filed ties
Same SIC code · 4
Same SEC industry code: Home Depot, Inc., Lowes Companies Inc, Floor & Decor Holdings, Inc. and 1 more; of Builders FirstSource, Inc.'s 6 closest co-movers, none share that code.
Same SIC code · 4
Same SEC industry code: Home Depot, Inc., Lowes Companies Inc, Floor & Decor Holdings, Inc. and 1 more; of Builders FirstSource, Inc.'s 6 closest co-movers, none share that code.
Bull2
Bear2
Expected move
Inputsspot 67.82exp Feb 19ATM strike 67.5ATM straddle 15.85IV 54%