Divisadero Street Capital Management’s BlueLinx BXC Stock Holding History

Divisadero Street Capital Management’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 Q1	$5.59M	Hold	103,141	–	–	0.23%	61
2025 Q4	$6.34M	Hold	103,141	–	–	0.3%	50
2025 Q3	$7.54M	Buy	103,141 +20,000	+24%	+$1.58M	0.33%	63
2025 Q2	$6.18M	Hold	83,141	–	–	0.39%	50
2025 Q1	$6.23M	Buy	83,141 +17,596	+27%	+$1.63M	0.63%	38
2024 Q4	$6.7M	Buy	65,545 +5,545	+9%	+$635K	0.78%	30
2024 Q3	$6.33M	Hold	60,000	–	–	0.77%	29
2024 Q2	$5.59M	Hold	60,000	–	–	0.85%	32
2024 Q1	$7.81M	Sell	60,000 -20,000	-25%	-$2.35M	1.83%	12
2023 Q4	$9.06M	Hold	80,000	–	–	2.05%	17
2023 Q3	$6.57M	Hold	80,000	–	–	2.07%	18
2023 Q2	$7.5M	Buy	80,000 +45,000	+129%	+$3.6M	2.17%	17
2023 Q1	$2.38M	Sell	35,000 -32,600	-48%	-$2.64M	1.04%	28
2022 Q4	$4.81M	Buy	67,600 +23,600	+54%	+$1.61M	3.6%	10
2022 Q3	$2.73M	Sell	44,000 -77,480	-64%	-$5.58M	3.03%	15
2022 Q2	$8.12M	Buy	121,480 +77,630	+177%	+$5.83M	2.9%	13
2022 Q1	$3.15M	Sell	43,850 -15,770	-26%	-$1.29M	2.65%	17
2021 Q4	$5.71M	Buy	+59,620	New	+$4.04M	4.77%	8

Other funds holding BXC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JCP

JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

RRAM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Divisadero Street Capital Management's BXC Position: Q1 2026 in Review

Divisadero Street Capital Management held its BlueLinx (BXC) position steady in Q1 2026 at 103,141 shares worth $5.59M. The position accounts for 0.23% of the portfolio, ranked #61.

Divisadero Street Capital Management first reported a position in BXC in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.06M in Q4 2023. 145 funds tracked by Wall St. Rank hold BXC as of Q1 2026.

Divisadero Street Capital Management held 103,141 shares of BlueLinx worth $5.59M as of Q1 2026.
Divisadero Street Capital Management left its BlueLinx share count unchanged in Q1 2026.
BlueLinx made up 0.23% of Divisadero Street Capital Management's portfolio in Q1 2026, its #61 holding.
Divisadero Street Capital Management first reported a position in BlueLinx in Q4 2021 and has held it in 18 quarters since.
Divisadero Street Capital Management's BlueLinx position peaked at $9.06M in Q4 2023.
145 funds tracked by Wall St. Rank held BlueLinx as of Q1 2026.

Based on Divisadero Street Capital Management's 13F filing for Q1 2026, filed 15 May 2026.