Glenn Greenberg - Brave Warrior Advisors,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    36
Portfolio value:    $4,040,158,246
Holdings Activity Buys Sells    History
Holding/activity history for  Builders FirstSource Inc. (BLDR)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 2,372,292 4.83 Reduce 0.29% 0.02 $82.33 $195,310,800 SEC
2025   Q4 2,379,145 5.73 Add 31.78% 1.38 $102.89 $244,790,229 SEC
2025   Q3 1,805,381 5.08 Reduce 1.20% 0.06 $121.25 $218,902,446 SEC
2025   Q2 1,827,261 4.89 Add 47.17% 1.57 $116.69 $213,223,086 SEC
2025   Q1 1,241,578 3.55 Buy 3.55 $124.94 $155,122,755 SEC