Question 1

How many shares of BLDR does LOEWS CORP own?

Accepted Answer

As of 2026-Q2, LOEWS CORP holds 780,000 shares of BLDR (BUILDERS FIRSTSOURCE INC).

Question 2

What is LOEWS CORP's BLDR position worth?

Accepted Answer

As of 2026-Q2, LOEWS CORP's BLDR position is worth $69.8M.

Question 3

Is LOEWS CORP buying or selling BLDR?

Accepted Answer

In 2026-Q2, LOEWS CORP increased their BLDR position (+5.4% change in shares).

Question 4

When did LOEWS CORP first buy BLDR?

Accepted Answer

Based on available 13F filings, LOEWS CORP first reported a position in BLDR in 2025-Q2. They have held the position across 5 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	780,000	+5.4%	$69.8M	0.6%	$89.48	45
2026-Q1	Increased	740,000	+164.3%	$60.9M	0.5%	$82.33	68
2025-Q4	New	280,000	-	$28.8M	0.2%	$102.89	49
2025-Q3	Exited	0	-100.0%	$0	0.0%	$121.25	0
2025-Q2	New	40,000	-	$4.7M	0.0%	$116.69	38

BLDR5 quarters

BLDR
5 quarters