SEC 13F Intelligence

Intrinsic Value Partners, LLC / BLDR

Intrinsic Value Partners, LLC’s Builders Firstsource Inc Position

Does Intrinsic Value Partners, LLC own Builders Firstsource Inc (BLDR)? Yes — 24.7K shares worth $2M (+1.57% of its 13F portfolio) as of Q1 2026, up from 14.8K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
24.7K
% of Portfolio
+1.57%
Quarters Held
4
currently held

Position History BLDR

Reported value by quarter
Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202624.7K$2M+1.57%
Q4 202514.8K$2M+1.14%
Q3 202514.8K$2M+1.45%
Q2 202514.9K$2M+1.55%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Intrinsic Value Partners, LLC’s full portfolio or all institutional holders of BLDR.