Henshaw Capital’s Boise Cascade BCC Stock Holding History

Henshaw Capital’s Portfolio BCC Stock Details BCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-4,403	Closed	-$340K	–	174
2025 Q3	$340K	Sell	4,403 -1,577	-26%	-$135K	0.01%	222
2025 Q2	$519K	Sell	5,980 -1,414	-19%	-$128K	0.02%	227
2025 Q1	$725K	Hold	7,394	–	–	0.03%	175
2024 Q4	$879K	Hold	7,394	–	–	0.04%	132
2024 Q3	$1.04M	Hold	7,394	–	–	0.04%	123
2024 Q2	$882K	Buy	7,394 +123	+2%	+$16.7K	0.04%	126
2024 Q1	$1.12M	Sell	7,271 -856	-11%	-$116K	0.05%	109
2023 Q4	$1.05M	Hold	8,127	–	–	0.05%	109
2023 Q3	$837K	Sell	8,127 -1,353	-14%	-$139K	0.05%	111
2023 Q2	$857K	Hold	9,480	–	–	0.05%	111
2023 Q1	$600K	Hold	9,480	–	–	0.04%	116
2022 Q4	$651K	Hold	9,480	–	–	0.04%	116
2022 Q3	$564K	Hold	9,480	–	–	0.04%	134
2022 Q2	$564K	Hold	9,480	–	–	0.04%	137
2022 Q1	$659K	Hold	9,480	–	–	0.04%	137
2021 Q4	$675K	Hold	9,480	–	–	0.04%	138
2021 Q3	$512K	Hold	9,480	–	–	0.03%	163
2021 Q2	$553K	Sell	9,480 -886	-9%	-$57.5K	0.03%	160
2021 Q1	$620K	Hold	10,366	–	–	0.04%	144
2020 Q4	$495K	Hold	10,366	–	–	0.04%	163
2020 Q3	$414K	Hold	10,366	–	–	0.03%	176
2020 Q2	$390K	Buy	10,366 +959	+10%	+$30.1K	0.03%	179
2020 Q1	$224K	Buy	9,407 +2,399	+34%	+$81.5K	0.02%	235
2019 Q4	$256K	Hold	7,008	–	–	0.02%	225
2019 Q3	$228K	Buy	+7,008	New	+$205K	0.02%	246

Other funds holding BCC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

WHG

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

Henshaw Capital's BCC Position: Q4 2025 in Review

Henshaw Capital sold out of Boise Cascade (BCC) in Q4 2025, closing a stake of 4,403 shares — an estimated $340K sold.

Henshaw Capital first reported a position in BCC in Q3 2019 and held it in 25 quarters. The position peaked at $1.12M in Q1 2024. 321 funds tracked by Wall St. Rank hold BCC as of Q4 2025.

Henshaw Capital reported no remaining Boise Cascade position as of Q4 2025 after selling out during the quarter.
Henshaw Capital sold 4,403 Boise Cascade shares in Q4 2025, an estimated $340K.
Henshaw Capital first reported a position in Boise Cascade in Q3 2019 and held it in 25 quarters.
Henshaw Capital's Boise Cascade position peaked at $1.12M in Q1 2024.
321 funds tracked by Wall St. Rank held Boise Cascade as of Q4 2025.

Based on Henshaw Capital's 13F filing for Q4 2025, filed 28 May 2026.