BUILDERS FIRSTSOURCE INC

Ticker: BLDR CUSIP: 12008R107 Class: EQTY

Note: Option positions (PUT/CALL) are excluded.

New Positions (82)

Increased Positions (244)

LITTLEJOHN & CO LLC
Value ($000) $17,560 (+116.2%) Shares 170,671 (+154.7%)
Mountaineer Partners Management, LLC
Value ($000) $9,681 (+31.4%) Shares 94,091 (+54.9%)
Brave Warrior Advisors, LLC
Value ($000) $244,790 (+11.8%) Shares 2,379,145 (+31.8%)
Old West Investment Management, LLC
Value ($000) $12,657 (+64.9%) Shares 123,015 (+94.3%)
Mountain Lake Investment Management LLC
Value ($000) $8,637 (-7.0%) Shares 83,944 (+9.6%)
ROBOTTI ROBERT
Value ($000) $43,933 (-12.5%) Shares 426,991 (+3.1%)
Woodson Capital Management, LP
Value ($000) $14,610 (-13.3%) Shares 142,000 (+2.2%)
Long Focus Capital Management, LLC
Value ($000) $34,468 (+255.3%) Shares 335,000 (+318.8%)
ClearAlpha Technologies LP
Value ($000) $431 (+88.8%) Shares 4,191 (+122.5%)
SEIZERT CAPITAL PARTNERS, LLC
Value ($000) $38,275 (+4.6%) Shares 371,997 (+23.2%)
Bridgefront Capital, LLC
Value ($000) $2,719 (+567.3%) Shares 26,429 (+686.3%)
Board of the Pension Protection Fund
Value ($000) $1,173 (+24.0%) Shares 11,400 (+46.2%)
LRT Capital Management, LLC
Value ($000) $782 (+171.5%) Shares 7,603 (+220.0%)
IPG Investment Advisors LLC
Value ($000) $5,151 (+21.1%) Shares 50,060 (+42.7%)
Campbell & CO Investment Adviser LLC
Value ($000) $7,717 (+641.7%) Shares 75,003 (+774.1%)
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.
Value ($000) $4,840 (+134.2%) Shares 47,041 (+176.0%)
Zimmer Partners, LP
Value ($000) $17,749 (+100.5%) Shares 172,500 (+136.3%)
DIAMOND HILL CAPITAL MANAGEMENT INC
Value ($000) $192,683 (-3.8%) Shares 1,872,708 (+13.4%)
WINTON GROUP Ltd
Value ($000) $8,561 (+437.7%) Shares 83,208 (+533.7%)
SANDS CAPITAL MANAGEMENT, LLC
Value ($000) $283,767 (-3.7%) Shares 2,757,969 (+13.5%)

Decreased Positions (268)

STADIUM CAPITAL MANAGEMENT LLC
Value ($000) $16,349 (-26.2%) Shares 158,894 (-13.1%)
Lodge Hill Capital, LLC
Value ($000) $31,176 (-21.6%) Shares 303,000 (-7.6%)
Regents Gate Capital LLP
Value ($000) $297 (-93.2%) Shares 2,887 (-91.9%)
Occam Crest Management LP
Value ($000) $977 (-63.4%) Shares 9,500 (-56.8%)
FRONTIER CAPITAL MANAGEMENT CO LLC
Value ($000) $59,282 (-62.1%) Shares 576,172 (-55.4%)
RIPOSTE CAPITAL LLC
Value ($000) $3,328 (-45.1%) Shares 32,346 (-35.3%)
EDENTREE ASSET MANAGEMENT Ltd
Value ($000) $3,745 (-32.0%) Shares 36,400 (-19.8%)
Concentric Capital Strategies, LP
Value ($000) $1,026 (-90.4%) Shares 9,975 (-88.7%)
Evercore Wealth Management, LLC
Value ($000) $84,310 (-20.1%) Shares 819,418 (-5.8%)
TWINBEECH CAPITAL LP
Value ($000) $962 (-89.5%) Shares 9,346 (-87.7%)
WESTBOURNE INVESTMENTS, INC.
Value ($000) $782 (-41.5%) Shares 7,600 (-33.9%)
MOODY LYNN & LIEBERSON, LLC
Value ($000) $4,272 (-52.1%) Shares 41,520 (-43.6%)
Voya Investment Management LLC
Value ($000) $2,235 (-98.9%) Shares 21,726 (-98.7%)
MOORE CAPITAL MANAGEMENT, LP
Value ($000) $1,747 (-89.4%) Shares 16,975 (-87.5%)
Pacer Advisors, Inc.
Value ($000) $933 (-98.6%) Shares 9,067 (-98.3%)
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
Value ($000) $5 (-100.0%) Shares 50 (-100.0%)
COMERICA BANK
Value ($000) $3,005 (-89.3%) Shares 29,204 (-87.4%)
WESTFIELD CAPITAL MANAGEMENT CO LP
Value ($000) $48,944 (-34.5%) Shares 475,697 (-22.8%)
HARMONY ASSET MANAGEMENT LLC
Value ($000) $514 (-46.0%) Shares 5,000 (-36.3%)
CHAPMAN FINANCIAL GROUP, LLC
Value ($000) $113 (-66.5%) Shares 1,095 (-60.5%)

Exited Positions (117)