De Lisle Partners’s BlueLinx BXC Stock Holding History

De Lisle Partners’s Portfolio BXC Stock Details BXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$610K	Sell	9,873 -38,000	-79%	-$2.05M	0.07%	159
2026 Q1	$2.6M	Hold	47,873	–	–	0.31%	91
2025 Q4	$2.94M	Sell	47,873 -4,000	-8%	-$258K	0.38%	82
2025 Q3	$3.78M	Hold	51,873	–	–	0.46%	67
2025 Q2	$3.86M	Hold	51,873	–	–	0.54%	56
2025 Q1	$3.89M	Buy	51,873 +1,000	+2%	+$92.9K	0.65%	47
2024 Q4	$5.19M	Buy	50,873 +2,500	+5%	+$286K	0.76%	34
2024 Q3	$5.09M	Buy	48,373 +6,000	+14%	+$613K	0.83%	30
2024 Q2	$3.94M	Hold	42,373	–	–	0.86%	33
2024 Q1	$5.51M	Buy	+42,373	New	+$4.98M	1.27%	19

Other funds holding BXC

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

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JCP

JB Capital Partners Armonk, New York $646M AUM 39.9% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

De Lisle Partners's BXC Position: Q2 2026 in Review

De Lisle Partners reduced its BlueLinx (BXC) stake by 79% in Q2 2026, selling an estimated $2.05M and leaving 9,873 shares worth $610K. The position accounts for 0.07% of the portfolio, ranked #159.

De Lisle Partners first reported a position in BXC in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.51M in Q1 2024. 158 funds tracked by Wall St. Rank hold BXC as of Q2 2026.

De Lisle Partners held 9,873 shares of BlueLinx worth $610K as of Q2 2026.
De Lisle Partners sold 38,000 BlueLinx shares in Q2 2026, an estimated $2.05M.
BlueLinx made up 0.07% of De Lisle Partners's portfolio in Q2 2026, its #159 holding.
De Lisle Partners first reported a position in BlueLinx in Q1 2024 and has held it in 10 quarters since.
De Lisle Partners's BlueLinx position peaked at $5.51M in Q1 2024.
158 funds tracked by Wall St. Rank held BlueLinx as of Q2 2026.

Based on De Lisle Partners's 13F filing for Q2 2026, filed 12 Aug 2026.