325 Capital’s Blue Bird Corp BLBD Stock Holding History

325 Capital’s Portfolio BLBD Stock Details BLBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$56.2M	Buy	711,390 +31,564	+5%	+$2.14M	13.39%	4
2026 Q1	$38.6M	Hold	679,826	–	–	14.07%	3
2025 Q4	$32M	Sell	679,826 -93,367	-12%	-$4.88M	11.2%	4
2025 Q3	$44.5M	Hold	773,193	–	–	13.52%	3
2025 Q2	$33.4M	Hold	773,193	–	–	13.17%	3
2025 Q1	$25M	Sell	773,193 -38,564	-5%	-$1.41M	10.37%	4
2024 Q4	$31.4M	Hold	811,757	–	–	12.12%	2
2024 Q3	$38.9M	Sell	811,757 -26,762	-3%	-$1.32M	16.48%	2
2024 Q2	$45.2M	Sell	838,519 -325,688	-28%	-$15M	18.96%	1
2024 Q1	$44.6M	Hold	1,164,207	–	–	20.61%	1
2023 Q4	$31.4M	Sell	1,164,207 -19,844	-2%	-$409K	15.55%	1
2023 Q3	$25.3M	Hold	1,184,051	–	–	20.86%	2
2023 Q2	$26.6M	Hold	1,184,051	–	–	17.54%	2
2023 Q1	$24.2M	Hold	1,184,051	–	–	21.14%	1
2022 Q4	$12.7M	Hold	1,184,051	–	–	13.73%	3
2022 Q3	$9.89M	Hold	1,184,051	–	–	11.54%	5
2022 Q2	$10.9M	Buy	1,184,051 +115,000	+11%	+$1.61M	10.12%	5
2022 Q1	$20.1M	Buy	1,069,051 +806,795	+308%	+$14.7M	15.27%	2
2021 Q4	$4.1M	Buy	+262,256	New	+$5.21M	4.03%	8

Other funds holding BLBD

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

325 Capital's BLBD Position: Q2 2026 in Review

325 Capital increased its Blue Bird Corp (BLBD) stake by 4.6% in Q2 2026, buying an estimated $2.14M and bringing the position to 711,390 shares worth $56.2M. The position accounts for 13.39% of the portfolio, ranked #4.

325 Capital first reported a position in BLBD in Q4 2021 and has held it in 19 quarters since. 304 funds tracked by Wall St. Rank hold BLBD as of Q2 2026.

325 Capital held 711,390 shares of Blue Bird Corp worth $56.2M as of Q2 2026.
325 Capital bought 31,564 Blue Bird Corp shares in Q2 2026, an estimated $2.14M.
Blue Bird Corp made up 13.39% of 325 Capital's portfolio in Q2 2026, its #4 holding.
325 Capital first reported a position in Blue Bird Corp in Q4 2021 and has held it in 19 quarters since.
304 funds tracked by Wall St. Rank held Blue Bird Corp as of Q2 2026.

Based on 325 Capital's 13F filing for Q2 2026, filed 14 Aug 2026.