Concentric Capital Strategies’s Boise Cascade BCC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$6.7M Sell
88,298
-336,881
-79% -$27M 0.56% 25
2025
Q4
$31.3M Buy
425,179
+284,406
+202% +$20.7M 1.5% 6
2025
Q3
$10.9M Buy
+140,773
New +$12.1M 0.49% 52
2023
Q3
Sell
-11,871
Closed -$1.07M 211
2023
Q2
$1.07M Buy
+11,871
New +$866K 0.22% 115

Other funds holding BCC

Concentric Capital Strategies's BCC Position: Q1 2026 in Review

Concentric Capital Strategies reduced its Boise Cascade (BCC) stake by 79% in Q1 2026, selling an estimated $27M and leaving 88,298 shares worth $6.7M. The position accounts for 0.56% of the portfolio, ranked #25.

Concentric Capital Strategies first reported a position in BCC in Q2 2023 and has held it in 4 quarters since. The position peaked at $31.3M in Q4 2025. 321 funds tracked by Wall St. Rank hold BCC as of Q1 2026.

  • Concentric Capital Strategies held 88,298 shares of Boise Cascade worth $6.7M as of Q1 2026.
  • Concentric Capital Strategies sold 336,881 Boise Cascade shares in Q1 2026, an estimated $27M.
  • Boise Cascade made up 0.56% of Concentric Capital Strategies's portfolio in Q1 2026, its #25 holding.
  • Concentric Capital Strategies first reported a position in Boise Cascade in Q2 2023 and has held it in 4 quarters since.
  • Concentric Capital Strategies's Boise Cascade position peaked at $31.3M in Q4 2025.
  • 321 funds tracked by Wall St. Rank held Boise Cascade as of Q1 2026.

Based on Concentric Capital Strategies's 13F filing for Q1 2026, filed 15 May 2026.