BXC

Bluelinx Holdings Inc

2 super-investor ownerscombined $5Mlargest position 0.6%

2 super-investors hold BXC worth a combined $5M. The largest position: Third Avenue Management at 0.6% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 21 — ranked #633 of 724 scored stocks.

Share𝕏 in

Why super-investors own BXC

Interest in BXC within this cohort is minimal and static: just two managers hold the stock, with combined exposure of roughly $5M and no activity in 2026Q1 — no additions, trims, or exits. Third Avenue Management carries the more meaningful stake at 0.6% of its portfolio (~$3M), consistent with that firm's value-oriented approach to asset-heavy distributors. Joel Greenblatt holds a token position at effectively 0.0% of his portfolio (~$1M). The cohort owner count has held at one or two for at least eight consecutive quarters, suggesting neither broadening conviction nor imminent exit — more a quiet hold than an active thesis.

AI-synthesized from 13F filings. Not investment advice.