Loading investment pitches...
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.
A major detractor but the team retains faith. Housing starts weakened...
— Andrew J. Fleming
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Builders FirstSource, Inc.
During the quarter we exited our small holding in Builders FirstSource, realizing a loss. Builders FirstSource is...
Builders FirstSource manufactures and distributes building materials, prefabricated roof and floor trusses, and specialized framing components primarily for residential homebuilders across the United States. Black Bear maintains...
Builders FirstSource is the largest specialized distributor of building materials, trusses, prefabricated components, and lumber to US home builders. The manager liquidated...
More institutional theses from Heartland Value Plus Fund
Quaker Houghton ($KWR), representing 2.12% of the fund's portfolio, is a global leader in specialized industrial process fluids primarily serving the primary metals and metalworking markets, including automotive and steel manufacturing. The manager is...
The Hanover Insurance Group ($THG), accounting for 2.52% of the fund's assets, provides property and casualty insurance products tailored specifically to small- and mid-sized commercial businesses. The manager holds...
Tyler Technologies ($TYL), representing 2.14% of the fund's assets, is the preeminent provider of enterprise software systems specifically built for public sector agencies, including municipal governments, school districts, courts, and law enforcement. The manager maintains...