13FPulse
BL

BLDR BUILDERS FIRSTSOURCE INC

2026Q1 · CUSIP 12008R107 · Sector: Consumer

Neutral · No signal
Holders
714
Δ holders QoQ
-49
Breadth percentile
Top 97%
Whale holders
271
Δ whales
-6
Inst. holding value
$8.7B
New positions
104
Closed positions
153
Price momentum (1Q)
-38.8%
Put / Call
20/19

Breadth history (34 quarters)

2018Q1: holders=262 2018Q2: holders=227 2018Q3: holders=219 2018Q4: holders=210 2019Q1: holders=215 2019Q2: holders=214 2019Q3: holders=243 2019Q4: holders=287 2020Q1: holders=241 2020Q2: holders=234 2020Q3: holders=288 2020Q4: holders=315 2021Q1: holders=371 2021Q2: holders=396 2021Q3: holders=395 2021Q4: holders=488 2022Q1: holders=506 2022Q2: holders=484 2022Q3: holders=486 2022Q4: holders=513 2023Q1: holders=541 2023Q2: holders=654 2023Q3: holders=668 2023Q4: holders=742 2024Q1: holders=855 2024Q2: holders=772 2024Q3: holders=820 2024Q4: holders=814 2025Q1: holders=785 2025Q2: holders=768 2025Q3: holders=774 2025Q4: holders=763 2026Q1: holders=714 -113 -56.5 +0 +56.5 +113 189544898 18Q119Q120Q121Q122Q123Q124Q125Q126Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 15 lit events

Period Percentile Next-1Q return Next-2Q return
2024Q3 Top 4% -23.0% -38.4%
2024Q1 Top 1% -2.2% +5.5%
2023Q4 Top 6% -9.1% -11.1%
2023Q3 Top 13% +40.3% +29.8%
2023Q2 Top 0% -8.8% +26.9%
2023Q1 Top 5% +8.3% +7.1%
2022Q4 Top 15% +48.3% +62.6%
2022Q1 Top 10% -2.0% -6.3%

Options Sentiment

Put holders
20
QoQ: -2
Call holders
19
QoQ: 0

See methodology →

Fundamentals

PE (TTM)
28.3
EPS (TTM)
$2.62
EPS YoY
-66.4%
Revenue (TTM)
$14.8B
Revenue YoY
-8.3%
Net margin
2.0%
ROE
7.3%
Debt ratio
64.6%
FCF (TTM)
$862M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS (4Y)
2022-06-30: EPS 5.75 2022-09-30: EPS 4.72 2022-12-31: EPS 2.79 2023-03-31: EPS 2.41 2023-06-30: EPS 3.16 2023-09-30: EPS 3.59 2023-12-31: EPS 2.78 2024-03-31: EPS 2.10 2024-06-30: EPS 2.87 2024-09-30: EPS 2.44 2024-12-31: EPS 1.65 2025-03-31: EPS 0.84 2025-06-30: EPS 1.66 2025-09-30: EPS 1.10 2025-12-31: EPS 0.29 2026-03-31: EPS -0.43 0B 3.5B 6.9B $B -0.47 2.93 6.33 20222023202420252026 Revenue EPS

Quarterly figures; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 16 7 19 31 20222023202420252026

P/E = close 47 days after quarter-end (filing date) ÷ TTM EPS then; loss quarters hidden

As of 2026-03-31 · SEC filings (XBRL)

Get the next update

2026Q2 holdings publish around Aug 15 — subscribe to receive the lists first.