External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

Key points (machine generated)<ul><li>Builders FirstSource is the largest U.S. supplier of structural building materials and services, with 2024 net sales of $16.4 billion.</li><li>Revenue is primarily generated from new single-family construction (71%), with diverse product offerings including lumber, windows, and manufactured products.</li><li>Analysts consider BLDR undervalued due to expected housing starts and operational efficiencies, with chairman Paul Levy recently investing $55 million in the company.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)Builders FirstSource is the largest U.S. supplier of structural building materials and services, with 2024 net sales of $16.4 billion.Revenue is primarily generated from new single-family construction (71%), with diverse product offerings including lumber, windows, and manufactured products.Analysts consider BLDR undervalued due to expected housing starts and operational efficiencies, with chairman Paul Levy recently investing $55 million in the company.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Builders Firstsource (BLDR) - Friday, Jul 11, 2025

White Brook Capital’s Thoughts and Views, White Brook Capital

White Brook Capital

White Brook Capital’s Thoughts and Views

White Brook Capital LLC is a socially responsible, investment advisory firm founded in 2016, based in Chicago. The Company invests separately managed accounts and manages the White Brook Capital Partners fund for qualified investors

<ul><li>2024 was a forgettable year for White Brook Capital’s middle capitalization focused fund.</li><li>Our fortunes have reversed so far in 2025 as several of our portfolio companies have preannounced 4th quarter results and given constructive 2025 guidance.</li><li>We’ve had a good first 3 weeks of 2025 and are looking forward to a much better year.</li></ul>

2024 was a forgettable year for White Brook Capital’s middle capitalization focused fund.Our fortunes have reversed so far in 2025 as several of our portfolio companies have preannounced 4th quarter results and given constructive 2025 guidance.We’ve had a good first 3 weeks of 2025 and are looking forward to a much better year.

<ul><li>Builders FirstSource focuses on value-added and specialty products</li><li>Maintains industry-leading gross margins of 35%</li><li>Expands reach and solidifies position through strategic acquisitions and strong customer base</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Builders FirstSource focuses on value-added and specialty productsMaintains industry-leading gross margins of 35%Expands reach and solidifies position through strategic acquisitions and strong customer baseThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Builders Firstsource (BLDR) - Wednesday, Jan 10, 2024

Selected Quarterly & Annual Newsletters from Funds, Fund Newsletters

Fund Newsletters

Selected Quarterly & Annual Newsletters from Funds

Thematic (Sector/Industry)

<ul><li>Black Bear Value Fund returned -2.4% in September and +0.7% YTD.</li><li>This is the kind of environment where the ability to play offense and invest for the future is advantageous to our partnership.</li><li>Valuations between what we own and the “market” are still very wide.</li></ul>

Black Bear Value Fund returned -2.4% in September and +0.7% YTD.This is the kind of environment where the ability to play offense and invest for the future is advantageous to our partnership.Valuations between what we own and the “market” are still very wide.

United States

Builders FirstSource, Inc. manufactures and distributes building products to professional homebuilders.

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Builders Firstsource (BLDR US)

Builders Firstsource (BLDR) - Friday, Jul 11, 2025

Builders FirstSource is the largest U.S. supplier of structural building materials and services, with 2024 net sales of $16.4 billion.

Value Investors Club (VIC)

WBC Partners Position Overview

Our fortunes have reversed so far in 2025 as several of our portfolio companies have preannounced 4th quarter results and given constructive 2025...

White Brook Capital

Builders Firstsource (BLDR) - Wednesday, Jan 10, 2024

Builders FirstSource focuses on value-added and specialty products. Maintains industry-leading gross margins of 35%. Expands reach and solidifies...

Value Investors Club (VIC)

Black Bear Value Fund Q3 2022 Letter

Black Bear Value Fund returned -2.4% in September and +0.7% YTD. This is the kind of environment where the ability to play offense and invest for...

Fund Newsletters

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