Value investor Christopher Bloomstran’s firm, Semper Augustus, significantly increased its position in Builders FirstSource (BLDR), the largest U.S. supplier of building products. According to required quarterly disclosures, the firm boosted its holding by over 142%, from 228,210 to 553,722 shares. The move increased the investment's reported value to nearly $50 million and makes it a 5.6% position in the firm's concentrated portfolio.
This trade occurred during the second quarter ending June 30, 2026, and was disclosed in a delayed 13F filing on August 14. During that period, Builders FirstSource faced headwinds from a weaker housing market, reporting a decrease in sales and profits for the quarter. The company is focused on cost-saving measures and digital innovation to navigate the challenging environment. Semper Augustus has not publicly commented on the specific reasons for the increased investment.