建商 FirstSource, Inc.
DE ˙ DB ˙ US12008R1077
€64.22 ↓ -0.04 (-0.06%)
2026-06-03
分享價格
SecurityDE:B1F / Builders FirstSource, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership1,413,231 shares
Latest Disclosed Value $ 116,351,346
Morgan Stanley reports 8.45% decrease in ownership of B1F / Builders FirstSource, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 1,413,231 shares of Builders FirstSource, Inc. (DE:B1F) valued at $97,597,733 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 1,543,719 shares of Builders FirstSource, Inc.. This represents a change in shares of -8.45% during the quarter. The current value of the position is $90,757,695 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F BUILDERS FIRSTSOURCE COM 12008R107 1,413,231 -130,488 -8.45 116,351 -26.75 0.0070
2026-05-27 2025-12-31 13F/A-1 BUILDERS FIRSTSOURCE COM 12008R107 1,543,719 -235,844 -13.25 158,833 -26.39 0.0095
2026-02-13 2025-12-31 13F BUILDERS FIRSTSOURCE COM 12008R107 1,543,719 -235,844 158,833 0.0095
2026-05-27 2025-09-30 13F/A-1 BUILDERS FIRSTSOURCE COM 12008R107 1,779,563 30,480 1.74 215,772 5.72 0.0131
2025-11-14 2025-09-30 13F BUILDERS FIRSTSOURCE COM 12008R107 1,779,563 30,480 215,772 0.0131
2025-08-15 2025-06-30 13F BUILDERS FIRSTSOURCE COM 12008R107 1,749,083 484,935 38.36 204,101 29.22 0.0133
2025-05-15 2025-03-31 13F BUILDERS FIRSTSOURCE COM 12008R107 1,264,148 -344,635 -21.42 157,943 -31.31 0.0113
2025-05-15 2024-12-31 13F/A-1 BUILDERS FIRSTSOURCE COM 12008R107 1,608,783 221,204 15.94 229,944 -14.52 0.0161
2025-02-14 2024-12-31 13F BUILDERS FIRSTSOURCE COM 12008R107 1,608,783 221,204 229,944 0.0161
2025-05-14 2024-09-30 13F/A-2 BUILDERS FIRSTSOURCE COM 12008R107 1,387,579 11,291 0.82 268,996 41.21 0.0195
2025-02-14 2024-09-30 13F/A-1 BUILDERS FIRSTSOURCE COM 12008R107 1,387,579 11,291 268,996 0.0195
2024-11-14 2024-09-30 13F BUILDERS FIRSTSOURCE COM 12008R107 1,387,579 11,291 268,996 0.0195
2025-05-14 2024-06-30 13F/A-2 BUILDERS FIRSTSOURCE COM 12008R107 1,376,288 -89,177 -6.09 190,492 -37.67 0.0147
2024-10-17 2024-06-30 13F/A-1 BUILDERS FIRSTSOURCE COM 12008R107 1,376,288 -89,177 190,492 0.0147
2024-08-14 2024-06-30 13F BUILDERS FIRSTSOURCE COM 12008R107 1,376,288 -89,177 190,492 0.0147
2024-10-17 2024-03-31 13F/A-2 BUILDERS FIRSTSOURCE COM 12008R107 1,465,465 -221,062 -13.11 305,623 8.55 0.0245
2024-08-16 2024-03-31 13F/A-1 BUILDERS FIRSTSOURCE COM 12008R107 1,465,465 -221,062 305,623 0.0029
2024-05-15 2024-03-31 13F BUILDERS FIRSTSOURCE COM 12008R107 1,465,465 -221,062 305,623 0.0245
2024-08-16 2023-12-31 13F/A-1 BUILDERS FIRSTSOURCE COM 12008R107 1,686,527 389,210 30.00 281,549 74.33 0.0248
2024-02-13 2023-12-31 13F BUILDERS FIRSTSOURCE COM 12008R107 1,686,527 389,210 281,549 0.0248
2023-11-15 2023-09-30 13F BUILDERS FIRSTSOURCE COM 12008R107 1,297,317 95,250 7.92 161,503 -1.21 0.0164
2023-08-14 2023-06-30 13F BUILDERS FIRSTSOURCE COM 12008R107 1,202,067 67,338 5.93 163,481 62.28 0.0161
2023-05-15 2023-03-31 13F BUILDERS FIRSTSOURCE COM 12008R107 1,134,729 -313,950 -21.67 100,741 7.18 0.0108
2023-02-14 2022-12-31 13F BUILDERS FIRSTSOURCE COM 12008R107 1,448,679 411,896 39.73 93,990 53.86 0.0107
2022-11-14 2022-09-30 13F BUILDERS FIRSTSOURCE COM 12008R107 1,036,783 -1,422,407 -57.84 61,088 -53.74 0.0083
2022-10-27 2022-06-30 13F/A-1 BUILDERS FIRSTSOURCE COM 12008R107 2,459,190 1,333,143 118.39 132,058 81.71 0.0171
2022-08-15 2022-06-30 13F BUILDERS FIRSTSOURCE COM 12008R107 2,459,190 1,333,143 132,058 0.0171
2022-10-27 2022-03-31 13F/A-1 BUILDERS FIRSTSOURCE COM 12008R107 1,126,047 117,902 11.69 72,675 -15.89 0.0098
2022-05-13 2022-03-31 13F BUILDERS FIRSTSOURCE COM 12008R107 1,126,047 117,902 72,675 0.0098
2022-02-14 2021-12-31 13F BUILDERS FIRSTSOURCE COM 12008R107 1,008,145 221,355 28.13 86,408 112.26 0.0107
2021-11-15 2021-09-30 13F BUILDERS FIRSTSOURCE COM 12008R107 786,790 116,393 17.36 40,708 42.34 0.0055
2021-08-23 2021-06-30 13F/A-1 BUILDERS FIRSTSOURCE COM 12008R107 670,397 239,238 55.49 28,599 43.03 0.0038
2021-08-16 2021-06-30 13F BUILDERS FIRSTSOURCE COM 12008R107 670,397 239,238 28,599 0.0008
2021-05-17 2021-03-31 13F BUILDERS FIRSTSOURCE COM 12008R107 431,159 -49,065 -10.22 19,995 2.03 0.0029
2021-02-16 2020-12-31 13F BUILDERS FIRSTSOURCE COM 12008R107 480,224 455,373 1,832.41 19,597 2,316.40 0.0030
2020-11-13 2020-09-30 13F BUILDERS FIRSTSOURCE COM 12008R107 24,851 -22,271 -47.26 811 -16.82 0.0002
2020-08-14 2020-06-30 13F BUILDERS FIRSTSOURCE COM 12008R107 47,122 12,929 37.81 975 132.70 0.0002
2020-05-26 2020-03-31 13F/A-1 BUILDERS FIRSTSOURCE COM 12008R107 34,193 -401,386 -92.15 419 -96.21 0.0001
2020-05-15 2020-03-31 13F BUILDERS FIRSTSOURCE COM 12008R107 34,193 -401,386 419 32.1879
2020-02-14 2019-12-31 13F BUILDERS FIRSTSOURCE COM 12008R107 435,579 331,715 319.37 11,068 417.92 0.0026
2019-11-14 2019-09-30 13F BUILDERS FIRSTSOURCE COM 12008R107 103,864 75,299 263.61 2,137 344.28 0.0006
2019-08-14 2019-06-30 13F BUILDERS FIRSTSOURCE COM 12008R107 28,565 -29,675 -50.95 481 -38.10 0.0001
2019-05-15 2019-03-31 13F BUILDERS FIRSTSOURCE COM 12008R107 58,240 -432,284 -88.13 777 -85.48 0.0002
2019-02-14 2018-12-31 13F BUILDERS FIRSTSOURCE COM 12008R107 490,524 -3,349 -0.68 5,352 -26.19 0.0016
2019-04-23 2018-09-30 13F/A-2 BUILDERS FIRSTSOURCE COM 12008R107 493,873 65,577 15.31 7,251 -7.44 0.0018
2018-11-20 2018-09-30 13F/A-1 BUILDERS FIRSTSOURCE COM 12008R107 493,873 0 7,251 0.0018
2018-11-14 2018-09-30 13F BUILDERS FIRSTSOURCE COM 12008R107 493,873 65,577 7,251
2019-04-23 2018-06-30 13F/A-1 BUILDERS FIRSTSOURCE COM 12008R107 428,296 -96,205 -18.34 7,834 -24.72 0.0021
2018-08-14 2018-06-30 13F BUILDERS FIRSTSOURCE COM 12008R107 428,296 -96,205 7,834
2019-04-23 2018-03-31 13F/A-1 BUILDERS FIRSTSOURCE COM 12008R107 524,501 -29,370 -5.30 10,406 -13.77 0.0029
2018-05-14 2018-03-31 13F BUILDERS FIRSTSOURCE COM 12008R107 524,501 -29,370 10,406
2019-04-23 2017-12-31 13F/A-1 BUILDERS FIRSTSOURCE COM 12008R107 553,871 -196,904 -26.23 12,068 -10.65 0.0033
2018-02-14 2017-12-31 13F BUILDERS FIRSTSOURCE COM 12008R107 553,871 -196,904 12,068
2017-11-14 2017-09-30 13F BUILDERS FIRSTSOURCE COM 12008R107 750,775 578,365 335.46 13,506 411.20 0.0040
2017-08-11 2017-06-30 13F BUILDERS FIRSTSOURCE COM 12008R107 172,410 -950,522 -84.65 2,642 -84.21 0.0008
2017-05-22 2017-03-31 13F/A-1 BUILDERS FIRSTSOURCE COM 12008R107 1,122,932 729,178 185.19 16,732 287.40 0.0051
2017-05-12 2017-03-31 13F BUILDERS FIRSTSOURCE COM 12008R107 1,122,932 16,732
2017-02-22 2016-12-31 13F/A-1 BUILDERS FIRSTSOURCE COM 12008R107 393,754 201,258 104.55 4,319 94.99 0.0014
2017-02-13 2016-12-31 13F BUILDERS FIRSTSOURCE COM 12008R107 393,754 4,319
2016-11-10 2016-09-30 13F BUILDERS FIRSTSOURCE COM 12008R107 192,496 35,738 22.80 2,215 25.64 0.0008
2016-08-12 2016-06-30 13F BUILDERS FIRSTSOURCE COM 12008R107 156,758 35,206 28.96 1,763 28.78 0.0006
2016-05-12 2016-03-31 13F BUILDERS FIRSTSOURCE COM 12008R107 121,552 -226,883 -65.11 1,369 -64.54 0.0005
2016-02-09 2015-12-31 13F BUILDERS FIRSTSOURCE COM 12008R107 348,435 -135,737 -28.03 3,861 -37.11 0.0014
2016-02-08 2015-09-30 13F/A-1 BUILDERS FIRSTSOURCE COM 12008R107 484,172 331,139 216.38 6,139 212.42 0.0023
2015-11-09 2015-09-30 13F BUILDERS FIRSTSOURCE COM 12008R107 484,172 6,139
2015-08-12 2015-06-30 13F BUILDERS FIRSTSOURCE COM 12008R107 153,033 132,504 645.45 1,965 1,334.31 0.0007
2015-05-14 2015-03-31 13F BUILDERS FIRSTSOURCE COM 12008R107 20,529 -25,066 -54.98 137 -56.23 0.0001
2015-02-13 2014-12-31 13F BUILDERS FIRSTSOURCE COM 12008R107 45,595 -54,244 -54.33 313 -42.46 0.0001
2014-12-16 2014-09-30 13F/A-1 BUILDERS FIRSTSOURCE COM 12008R107 99,839 -58,819 -37.07 544 -54.17 0.0002
2014-11-14 2014-09-30 13F BUILDERS FIRSTSOURCE COM 12008R107 99,839 544
2014-08-12 2014-06-30 13F BUILDERS FIRSTSOURCE COM 12008R107 158,658 41,168 35.04 1,187 11.04 0.0020
2014-05-13 2014-03-31 13F BUILDERS FIRSTSOURCE COM 12008R107 117,490 -132,208 -52.95 1,069 -39.94 0.0004
2014-02-13 2013-12-31 13F BUILDERS FIRSTSOURCE COM 12008R107 249,698 -38,790 -13.45 1,780 4.95 0.0008
2013-11-13 2013-09-30 13F BUILDERS FIRSTSOURCE INC COM 12008R107 288,488 -1,222 -0.42 1,696 -2.14 0.0008
2013-08-08 2013-06-30 13F BUILDERS FIRSTSOURCE INC COM 12008R107 289,710 289,710 1,733 0.0009
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.