BCC
Boise Cascade CO
4 super-investors hold BCC worth a combined $73M. The largest position: Third Avenue Management at 6.9% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 32 — ranked #289 of 724 scored stocks.
Why super-investors own BCC
Third Avenue Management is the defining owner here, carrying BCC at 6.9% of its portfolio — a $43M position that represents genuine conviction relative to the cohort. Third Avenue added to that stake in 2026Q1, the only activity among the four holders this quarter. Joel Greenblatt and First Eagle each hold positions worth $13–15M but at negligible portfolio weights, suggesting index-aware or quantitative sizing rather than high-conviction bets. Bill Miller holds a small $3M slice. Cohort ownership has been narrow and stable for years — sitting at just one holder through most of the trailing eight quarters before edging to two — with no new entrants in 2026Q1, indicating interest is steady but not broadening.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2023Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Third Avenue Management | 6.9% | 3q | $43M | 562,021 |
| 2 | Joel Greenblatt | <0.1% | 38q | $15M | 198,917 |
| 3 | First Eagle Investment Management | <0.1% | 5q | $13M | 170,308 |
| 4 | Bill Miller | 0.7% | 10q | $3M | 37,000 |
Owners of BCC also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Third Avenue Management | ADD | 6.9% | +31% | $43M | May 13, 2026 |
Long US equity 13F-HR filings only. CUSIP 09739D100. Not investment advice.