Builders Firstsource, Inc: Alexander Medina Seaver’s Stadium Capital Management Llc Disclosed Stake

December 14, 2017 - By Winifred Garcia

 Builders Firstsource, Inc: Alexander Medina Seaver's Stadium Capital Management Llc Disclosed Stake

Investors sentiment decreased to 1.3 in Q2 2017. Its down 0.39, from 1.69 in 2017Q1. It dived, as 29 investors sold Builders FirstSource, Inc. shares while 52 reduced holdings. 33 funds opened positions while 72 raised stakes. 91.60 million shares or 2.29% more from 89.55 million shares in 2017Q1 were reported.

Redwood Mgmt Llc owns 400,000 shares. Connecticut-based Impala Asset Ltd Liability Corp has invested 0.48% in Builders FirstSource, Inc. (NASDAQ:BLDR). Morgan Stanley reported 172,410 shares. Cwm Ltd Co invested 0% in Builders FirstSource, Inc. (NASDAQ:BLDR). Svcs Incorporated Wi holds 0.24% of its portfolio in Builders FirstSource, Inc. (NASDAQ:BLDR) for 14,950 shares. Cambridge Investment Research Advisors, Iowa-based fund reported 37,003 shares. Schneider Mngmt invested 0.86% of its portfolio in Builders FirstSource, Inc. (NASDAQ:BLDR). Prudential Financial Incorporated holds 11,490 shares or 0% of its portfolio. Pacad holds 4,200 shares. Regions Financial Corp holds 0.01% of its portfolio in Builders FirstSource, Inc. (NASDAQ:BLDR) for 52,039 shares. Loring Wolcott Coolidge Fiduciary Llp Ma reported 12,425 shares. New Generation Advsr Limited Liability owns 397,140 shares or 3.81% of their US portfolio. Lonestar Cap Management Ltd Liability stated it has 0.94% in Builders FirstSource, Inc. (NASDAQ:BLDR). Bnp Paribas Arbitrage Sa owns 0% invested in Builders FirstSource, Inc. (NASDAQ:BLDR) for 10,885 shares. Century Capital Mngmt Limited Liability Co, Massachusetts-based fund reported 69,923 shares.

Since September 6, 2017, it had 1 insider buy, and 4 insider sales for $207.80 million activity. SHERMAN FLOYD F also sold $1.83 million worth of Builders FirstSource, Inc. (NASDAQ:BLDR) on Friday, September 8. 36,000 shares valued at $599,760 were sold by CHRISTOPHE CLEVELAND A on Monday, September 11. 800,000 shares were bought by LEVY PAUL S, worth $12.94M on Wednesday, September 6. JLL Building Holdings – LLC sold $218.01 million worth of stock or 13.48 million shares.

The New Alexander Medina Seaver’s Stadium Capital Management Llc Holding in Builders Firstsource, Inc

Stadium Capital Management Llc reported SC 13G/A form with the SEC for Builders Firstsource, Inc. Access it here: 000093583617000563. As reported by Alexander Medina Seaver’s Stadium Capital Management Llc, the filler owns 2.5% or 2,890,872 shares of the Industrials–company.

Builders Firstsource, Inc stake is new for [reportingPerson]. Date of activity: December 4, 2017. This shows Alexander Medina Seaver’s Stadium Capital Management Llc’s positive view for Builders Firstsource, Inc. For a hedge fund managing $639.76 million in assets and having 10+ experts this is interesting position.

The hedge fund is investor in the Finance sector. In the manager’s last 13-F, we saw 25% of Alexander Medina Seaver’s Stadium Capital Management Llc’s portfolio is in the sector.

Builders Firstsource, Inc Institutional Sentiment

Filings show 166 investors own Builders Firstsource, Inc. The ownership in Q3 2015 is high, at Infinity of the outstanding shares. This is increased by 17636009. 91373890 were owned by these investors. 72 funds opened new Builders Firstsource, Inc stakes, 52 increased positions. There were 13 that closed positions and 36 reduced them.

8 investors had the stock in their top 10. Some are: Stadium Capital Management Llc, Beaconlight Capital Llc, Robotti Robert, Raging Capital Management Llc, Spitfire Capital Llc, Spruce House Investment Management Llc, Paragon Associates & Paragon Associates Ii Joint Venture, Ancient Art L.P., Lonestar Capital Management Llc, Cwh Capital Management Inc…

Matthew Taylor And Ty Popplewell Kortright Capital Partners Lp is an investor bullish on Builders Firstsource, Inc, owning 646945 shares as of Q3 2015 for 8.77% of its portfolio. Jeffrey Moskowitz Harvey Partners Llc owns 825000 shares or 6.49% of its portfolio. CA Rosenblum Silverman Sutton S F Inc have 0.51% of its portfolio for 84230 shares. Further, Robotti Robert reported stake worth 13.50% of its portfolio. The TX Hodges Capital Management Inc owns 432000 shares. Builders Firstsource, Inc is 0.22% of its portfolio.

SEC Form 13G.

Alexander Medina Seaver’s Stadium Capital Management Llc website.

Analysts await Builders FirstSource, Inc. (NASDAQ:BLDR) to report earnings on February, 27. They expect $0.18 earnings per share, up 12.50 % or $0.02 from last year’s $0.16 per share. BLDR’s profit will be $20.33 million for 27.74 P/E if the $0.18 EPS becomes a reality. After $0.39 actual earnings per share reported by Builders FirstSource, Inc. for the previous quarter, Wall Street now forecasts -53.85 % negative EPS growth.

The stock decreased 0.35% or $0.07 during the last trading session, reaching $19.97. About 484,435 shares traded. Builders FirstSource, Inc. (NASDAQ:BLDR) has risen 24.30% since December 14, 2016 and is uptrending. It has outperformed by 7.60% the S&P500.

Builders FirstSource, Inc. manufactures and supplies building materials, manufactured components, and construction services to professional contractors, sub-contractors, and clients in the United States. The company has market cap of $2.26 billion. The Company’s products include lumber and lumber sheet goods comprising dimensional lumber, plywood, and OSB products that are used in on-site house framing; and windows, and interior and exterior door units, as well as interior trims and custom products under the Synboard brand. It has a 26.17 P/E ratio. The companyÂ’s manufactured products consist of wood floor and roof trusses, steel roof trusses, wall panels, stairs, and engineered wood; gypsum, roofing and insulation products, including wallboards, ceilings, joint treatment, and finishes, as well as vinyl, composite, and wood sidings; and exterior trims, other exteriors, metal studs, and cement.

Builders FirstSource, Inc. (NASDAQ:BLDR) Ratings Coverage

Among 9 analysts covering Builders Firstsource (NASDAQ:BLDR), 7 have Buy rating, 0 Sell and 2 Hold. Therefore 78% are positive. Builders Firstsource has $25 highest and $9 lowest target. $18.90’s average target is -5.36% below currents $19.97 stock price. Builders Firstsource had 21 analyst reports since August 3, 2015 according to SRatingsIntel. On Tuesday, June 27 the stock rating was maintained by FBR Capital with “Buy”. The stock has “Buy” rating by Zacks on Monday, August 10. The rating was initiated by Barclays Capital with “Equal Weight” on Friday, January 6. The stock of Builders FirstSource, Inc. (NASDAQ:BLDR) has “Buy” rating given on Wednesday, August 9 by Deutsche Bank. On Thursday, September 10 the stock rating was initiated by Citigroup with “Neutral”. Stifel Nicolaus maintained Builders FirstSource, Inc. (NASDAQ:BLDR) rating on Thursday, August 3. Stifel Nicolaus has “Buy” rating and $2000 target. The rating was maintained by Barclays Capital with “Equal-Weight” on Friday, November 10. The firm has “Buy” rating given on Thursday, September 7 by Wedbush. The stock of Builders FirstSource, Inc. (NASDAQ:BLDR) has “Outperform” rating given on Wednesday, June 1 by FBR Capital. As per Tuesday, November 22, the company rating was initiated by Seaport Global Securities.

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