BLDR Smart Money
Builders FirstSource, Inc.
1W: +6.1%
1M: -5.0%
3M: -23.7%
YTD: -46.3%
1Y: -54.8%
3Y: -49.5%
5Y: -2.8%
$56.70
+0.49 (+0.87%)
After Hours: $56.22 (-0.48, -0.86%)
Weekly Expected Move ±6.5%
$50
$53
$57
$61
$64
Credit Risk of going bust: higher than 70% of companies Debt: 46.4% of company value Bonds: $421.9M held by 342 funds, 198 bp over Treasuries → details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $3.50 (down 94%), Builders FirstSource, Inc. would be worth roughly what it owes.
Total debt $5.24B against a stock market value of $6.05B.
Distance to default 3.44 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $2.30B (short-term plus half of long-term), stock volatility 49.7%; Altman Z 2.05. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $3.50 (down 94%), Builders FirstSource, Inc. would be worth roughly what it owes.
Total debt $5.24B against a stock market value of $6.05B.
Distance to default 3.44 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $2.30B (short-term plus half of long-term), stock volatility 49.7%; Altman Z 2.05. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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🏦 Institutional Activity
Latest: Q2 2026821
Institutions Holding
-44 vs prior
158.8%
Ownership
+15.91%
96
New
240
Increased
409
Reduced
147
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-10-18 | Hiller Michael | officer: coo-designate | A-Grant/Award | 12,808 | $— | $0 | Filing |
| 2026-09-10 | Boydston Cory Jacobs | director | A-Grant/Award | 470 | $— | $0 | Filing |
| 2026-09-10 | CHRISTOPHE CLEVELAND A | director | A-Grant/Award | 564 | $— | $0 | Filing |
| 2026-09-10 | Hayes William B | director | A-Grant/Award | 583 | $— | $0 | Filing |
| 2026-09-10 | LEVY PAUL S | director | A-Grant/Award | 1,204 | $— | $0 | Filing |
| 2026-09-10 | Renz Maria | director | A-Grant/Award | 489 | $— | $0 | Filing |
| 2026-09-10 | Charles Dirkson R | director | A-Grant/Award | 470 | $— | $0 | Filing |
| 2026-09-10 | OLEARY JAMES | director | A-Grant/Award | 564 | $— | $0 | Filing |
| 2026-09-10 | Steinke Craig Arthur | director | A-Grant/Award | 564 | $— | $0 | Filing |
| 2026-07-18 | Vance Todd | officer: president - east division | A-Grant/Award | 3,366 | $— | $0 | Filing |
| 2026-07-18 | Vaughn Paul | officer: president - west division | A-Grant/Award | 3,366 | $— | $0 | Filing |
| 2026-07-18 | O'Brien Matthew Coley | officer: chief human resources officer | A-Grant/Award | 7,406 | $— | $0 | Filing |
| 2026-06-13 | Narayan Gayatri | officer: president - tech & digital | F-Tax Withholding | 2,842 | $77.77 | $221K | Filing |
| 2026-06-05 | Herron Stephen J | officer: chief operating officer | G-Gift | 850 | $— | $0 | Filing |
| 2026-06-04 | Hiller Michael | officer: coo-designate | G-Gift | 900 | $— | $0 | Filing |
| 2026-06-01 | Renz Maria | director | A-Grant/Award | 426 | $76.26 | $32K | Filing |
| 2026-06-01 | Steinke Craig Arthur | director | A-Grant/Award | 491 | $76.26 | $37K | Filing |
| 2026-06-01 | Charles Dirkson R | director | A-Grant/Award | 409 | $76.26 | $31K | Filing |
| 2026-06-01 | Hayes William B | director | A-Grant/Award | 508 | $76.26 | $39K | Filing |
| 2026-06-01 | LEVY PAUL S | director | A-Grant/Award | 1,049 | $76.26 | $80K | Filing |
| 2026-06-01 | CHRISTOPHE CLEVELAND A | director | A-Grant/Award | 491 | $76.26 | $37K | Filing |
| 2026-06-01 | OLEARY JAMES | director | A-Grant/Award | 491 | $76.26 | $37K | Filing |
| 2026-06-01 | ALEXANDER MARK A | director | A-Grant/Award | 409 | $76.26 | $31K | Filing |
| 2026-06-01 | Boydston Cory Jacobs | director | A-Grant/Award | 409 | $76.26 | $31K | Filing |
| 2026-05-14 | Steinke Craig Arthur | director | A-Grant/Award | 2,558 | $— | $0 | Filing |
🏛️ Congressional Trades
20 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| 2026-09-25 | Ro Khanna | House | Sell | $1,001 - $15,000 | Filing |
| 2026-09-11 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2026-09-04 | Ro Khanna | House | Sell | $1,001 - $15,000 | Filing |
| 2026-08-10 | Ro Khanna | House | Sell | $1,001 - $15,000 | Filing |
| 2026-07-07 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2026-05-01 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2025-08-13 | Ro Khanna | House | Sell | $1,001 - $15,000 | Filing |
| 2022-11-30 | Susie Lee | House | Sell | $1,001 - $15,000 | Filing |
| 2022-11-02 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2022-08-03 | Kathy Manning | House | Sell | $1,001 - $15,000 | Filing |
| 2022-07-20 | Kathy Manning | House | Buy | $1,001 - $15,000 | Filing |
| 2022-06-27 | Ro Khanna | House | Sell | $1,001 - $15,000 | Filing |
| 2022-05-23 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2022-05-10 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2022-04-11 | Ro Khanna | House | Sell | $1,001 - $15,000 | Filing |
| 2022-01-21 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2021-02-09 | Susie Lee | House | Buy | $1,001 - $15,000 | Filing |
| 2020-10-22 | Susie Lee | House | Sell | $1,001 - $15,000 | Filing |
| 2020-06-05 | Susie Lee | House | Buy | $1,001 - $15,000 | Filing |
| 2020-06-03 | Susie Lee | House | Buy | $1,001 - $15,000 | Filing |
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,833,417 | $701M | -927,860 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 6,854,631 | $613M | -172,443 | 2026-06-30 | Filing |
| STATE STREET CORP | 4,839,758 | $433M | -280,332 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,162,116 | $372M | -156,679 | 2026-06-30 | Filing |
| Capital International Investors | 3,907,321 | $350M | +964,190 | 2026-06-30 | Filing |
| Pictet Asset Management Holding SA | 3,801,076 | $340M | +2,422,744 | 2026-06-30 | Filing |
| WELLINGTON MANAGEMENT GROUP LLP | 3,465,251 | $310M | -214,206 | 2026-06-30 | Filing |
| DIMENSIONAL FUND ADVISORS LP | 3,439,279 | $308M | +471,535 | 2026-06-30 | Filing |
| Invesco Ltd. | 3,346,367 | $299M | +742,045 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 2,834,402 | $253M | -50,117 | 2026-06-30 | Filing |
| Coliseum Capital Management, LLC | 2,598,218 | $232M | +505,000 | 2026-06-30 | Filing |
| Brave Warrior Advisors, LLC | 2,340,571 | $209M | -31,721 | 2026-06-30 | Filing |
| SANDS CAPITAL MANAGEMENT, LLC | 2,283,236 | $204M | -337,849 | 2026-06-30 | Filing |
| D1 Capital Partners L.P. | 1,639,222 | $147M | +1,639,222 | 2026-06-30 | Filing |
| MORGAN STANLEY | 1,552,867 | $139M | +139,636 | 2026-06-30 | Filing |
| Diamond Hill Capital Management, LLC (In | 1,507,684 | $135M | -256,250 | 2026-06-30 | Filing |
| GOLDMAN SACHS GROUP INC | 1,391,799 | $125M | -325,005 | 2026-06-30 | Filing |
| Sixth Street Partners Management Company | 1,222,034 | $109M | +1,222,034 | 2026-06-30 | Filing |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,222,034 | $109M | +100,957 | 2026-06-30 | Filing |
| Public Sector Pension Investment Board | 1,074,139 | $96M | +12,907 | 2026-06-30 | Filing |