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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Bought in 2024 at US$149. Lumber prices and...
— Erin Greenfield
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Other investors who've written on Builders FirstSource, Inc.
During the quarter we exited our small holding in Builders FirstSource, realizing a loss. Builders FirstSource is...
Builders FirstSource manufactures and distributes building materials, prefabricated roof and floor trusses, and specialized framing components primarily for residential homebuilders across the United States. Black Bear maintains...
Builders FirstSource is the largest specialized distributor of building materials, trusses, prefabricated components, and lumber to US home builders. The manager liquidated...