Builders FirstSource, Inc.
Ticker: BLDRConsumer DiscretionaryRetailS&P 500The business
Builders FirstSource, Inc. (NYSE: BLDR, NYSE Texas: BLDR) is a leading provider of building materials and integrated homebuilding solutions for professional builders engaged in new residential construction and repair and remodeling. The company operates approximately 585 locations across 43 states, serving a diverse customer base that includes production homebuilders, custom homebuilders, multi-family builders, and remodeling contractors. The company maintains operations in 48 of the top 50 and 94 of the top 100 U.S. Core Based Statistical Areas ranked by single-family housing permits.
Builders FirstSource operates as a single reportable segment organized into geographic divisions. The company's business encompasses four primary product categories: manufactured products including roof and floor trusses, wall panels, engineered wood, and modular homes under the Pine Grove Homes and Pleasant Valley Homes brands; windows, doors, and millwork including vinyl windows manufactured at its Houston facility and pre-hung door units; specialty building products and services including siding, roofing, insulation, and professional installation and turn-key framing services; and lumber and lumber sheet goods. The company also operates Paradigm, a subsidiary providing software solutions for drafting, estimating, quoting, and virtual home design services.
The company employs approximately 28,000 team members and maintains a sales force of approximately 2,700 representatives supported by 2,550 sales coordinators and product specialists. Its top ten customers accounted for 14 percent of net sales in 2025, with the largest customer representing 4 percent of sales. Major customers include D.R. Horton, Lennar Corporation, Pulte Homes, Toll Brothers, and Meritage Homes.
Builders FirstSource differentiates itself through its national manufacturing footprint, comprehensive product portfolio, local market expertise, and integrated service offerings. The company has successfully integrated over 80 acquisitions since its formation in 1998, including transformative transactions with BMC and ProBuild. Its website is www.bldr.com. The company sources from thousands of suppliers, with its largest single supplier representing only 8 percent of total materials purchases, providing significant purchasing leverage and supply chain flexibility.
- Sector
- Consumer Discretionary
- Industry
- Retail
- HQ
- IRVING, TX
- FY end
- 12-31
- CIK
- 1316835
- SIC
- 5211
Ownership
Who holds Builders FirstSource, Inc. — across funds, superinvestors and bonds · N-PORT 2026Q2 · 13F 2026-06-30
Top fund holders
| Fund | % of fund | Value |
|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VTI · VANGUARD INDEX FUNDS | 0.01% | $290.36M |
| VANGUARD 500 INDEX FUND VOO · VANGUARD INDEX FUNDS | 0.01% | $249.20M |
| American Funds Fundamental Investors ANCFX | 0.13% | $230.47M |
| VANGUARD SMALL-CAP INDEX FUND VB · VANGUARD INDEX FUNDS | 0.11% | $209.60M |
| VANGUARD WINDSOR FUND VWNDX · VANGUARD WINDSOR FUNDS | 0.64% | $154.59M |
Superinvestors in Builders FirstSource, Inc.
Share of each manager's reported 13F portfolio.
Bonds held by funds
Funds report holding 5 issues of Builders FirstSource, Inc.'s debt, $1.15B at fund-held market value — what funds hold, not the company's debt outstanding. Weighted-average coupon 5.68%, maturing 2030–2035.
| Issue | Coupon | Matures | Funds | Fund-held |
|---|---|---|---|---|
| Builders FirstSource Inc | 4.250% | 2032-02-01 | 146 | $330.78M |
| BUILDERS FIRSTSOURCE INC 6.375% 03/01/2034 144A | 6.375% | 2034-03-01 | 154 | $309.01M |
| BUILDERS FIRSTSOURCE INC 6.75% 05/15/2035 144A | 6.750% | 2035-05-15 | 172 | $238.55M |
| Builders FirstSource Inc | 5.000% | 2030-03-01 | 97 | $138.95M |
| BLDR 6.375 06/15/32 144A | 6.375% | 2032-06-15 | 84 | $135.96M |
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.
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