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Added to YB: 2025-07-30

Pitch date: 2025-07-24

BLDR [neutral]

Builders FirstSource, Inc.

-19.4%

current return

Author Info

No bio for this author

Company Info

Builders FirstSource, Inc., together with its subsidiaries, manufactures and supplies building materials, manufactured components, and construction services to professional homebuilders, sub-contractors, remodelers, and consumers in the United States.

Market Cap

$10.6B

Pitch Price

$134.59

Price Target

N/A

Dividend

N/A

EV/EBITDA

8.64

P/E

18.21

EV/Sales

0.98

Sector

Building Products

Category

value

Show full summary:
The GoodHaven Fund Portfolio Holding: Builders FirstSource, Inc.

BLDR (holding update): Leading housing/lumber supplier navigating downturn while aggressively shrinking float - repurchased 48.1% of shares since Aug 2021 at avg $80.90/share ($8B total). Chairman's $55M personal buy at $111 shows confidence. Expect significant upside from current levels despite lower housing starts.

Read full article (1 min)