Builders FirstSource, Inc.

BLDR

Held by 1 specialist biotech fund

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Fund Holdings

Eventide Asset Management

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Catalysts

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Position Details

Eventide Asset ManagementNEWFeb 13, 2026

Shares: 2,744Value: $283K

**Signal Note: Off-Sector Move by Eventide** Eventide's initiation of a 2.7M share position in Builders FirstSource (BLDR), a building materials distributor, represents a notable departure from the firm's biotech-focused mandate and suggests either portfolio rebalancing or conviction in housing/construction sector valuations. This move is atypical for a values-aligned manager with ~60% biotech weighting and warrants monitoring for whether it signals reduced conviction in current biotech holdings or broader portfolio diversification.

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Also Held by These Funds

CPRT1 fund DECK1 fund LITE1 fund NTAP1 fund GPI1 fund IMMX1 fund PI1 fund UNP1 fund

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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