Letters by company

Builders FirstSource, Inc.

1 letter discussing BLDR. Everything written about it on this site is on its ticker page.

GoodHaven Capital Management 2025 Annual Letter to Shareholders GoodHaven reduced Alphabet after its gains widened the range of outcomes for digital advertising, while retaining it as a material holding. The fund added to Chubb and Lennar, established Toll Brothers, and argues that volatility can create opportunities to buy strong businesses with a margin of safety. 2025 BLDR $6.4BBRK.A $1.1TCB $129B