From Yahoo Finance: 2025-04-09 07:52:00

Black Bear Value Partners released their first-quarter 2025 investor letter, revealing a +0.8% return in March and -1.3% YTD for Black Bear Value Fund. The S&P 500 returned -5.7% in March and -4.3% YTD, while the HFRI Value Index returned -2.0% in March and -0.5% YTD. Download the letter to see the top five holdings.

In the investor letter, Black Bear Value Fund highlighted Builders FirstSource, Inc. (NYSE: BLDR) as a key stock. The Texas-based company saw a -12.44% one-month return and lost 42.85% in the last 52 weeks. On April 8, 2025, BLDR closed at $113.83 per share with a market cap of $12.933 billion.

Black Bear Value Fund elaborated on Builders FirstSource, Inc., noting its shift towards value-add products and stock buybacks. The company, historically focused on lumber and non-value-add materials, now generates 40%+ of revenue from value-add products. BLDR has minimal leverage and bought back over 45% of its stock in the last 33 months.

Builders FirstSource, Inc. (NYSE: BLDR) did not make the 30 Most Popular Stocks Among Hedge Funds list. 59 hedge fund portfolios held BLDR in Q4, down from 55 in the previous quarter. BLDR’s sales in Q4 2024 were $3.8 billion, an 8% decrease from Q4 2023. While BLDR shows promise, AI stocks are believed to deliver higher returns in a shorter timeframe.

For more insights on Builders FirstSource, Inc. (NYSE: BLDR) and other non-tech high-growth stocks profitable in 2025, check out additional articles. Explore hedge fund investor letters for Q1 2025 for more industry insights. No promotional content, just solid financial analysis and investor information.

Read more: Do You Believe in the Upside Potential of Builders FirstSource (BLDR)?