Black Bear Value Partners Q1 2026 Letter [Seeking Alpha]
Builders FirstSource, Inc. (BLDR)
Last builders firstsource, inc. earnings: 4/30 04:15 pm
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US:NASDAQ Investor Relations:
investors.bldr.com
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Source: Seeking Alpha
Our short equity exposure increased in the first quarter from ~39% to ~45%, while our credit short remained in the low teens. Builders FirstSource declined an additional 20% in the first quarter after a 28% decline in 2025 amidst weakness in the housing market. primeimages/E+ via Getty Images “How long a minute is depends on what side of the bathroom door you're on.” – Zall's Second Law To My Partners and Friends: Black Bear Value Fund, LP (the “Fund”) returned +1.9% in March and +13.2% YTD. The S&P 500 returned -5.0% in March and -4.4% YTD. The HFRI Index returned -4.6% March and -1.2% YTD. We do not seek to mimic the returns of the S&P 500 and there will be variances in our performance. Note: Additional historical performance can be found on our tear-sheet. Zall's second law (quoted above) succinctly describes the past couple of years. Time stretched uncomfortably as our positioning diverged from a market that rewarded very different, and often reckless behavior
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BLDR
News
- Builders FirstSource (BLDR) Trading Near 52-Week Low; Yet Analysts See 45% Upside [Yahoo! Finance]Yahoo! Finance
- Builders FirstSource (BLDR) Declined 20% Furter in Q1, Due to Housing Market Weakness [Yahoo! Finance]Yahoo! Finance
- Builders FirstSource (BLDR) had its price target lowered by Jefferies Financial Group Inc. from $110.00 to $85.00. They now have a "hold" rating on the stock.MarketBeat
- QXO Reshapes Building Materials Mix With Kodiak Deal And New Preferred Stock [Yahoo! Finance]Yahoo! Finance
- Builders FirstSource (BLDR) had its price target lowered by The Goldman Sachs Group, Inc. from $142.00 to $110.00. They now have a "buy" rating on the stock.MarketBeat
BLDR
Earnings
- 2/17/26 - Miss
BLDR
Sec Filings
- 4/2/26 - Form ARS
- 4/2/26 - Form DEFA14A
- 4/2/26 - Form DEF
- BLDR's page on the SEC website