Intrinsic Edge Capital Management’s Blue Bird Corp BLBD Stock Holding History

Intrinsic Edge Capital Management’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 Q1	–	Sell	-198,227	Closed	-$9.32M	–	115
2025 Q4	$9.32M	Buy	198,227 +58,923	+42%	+$3.08M	1.66%	22
2025 Q3	$8.02M	Sell	139,304 -242,295	-63%	-$12.6M	1.12%	35
2025 Q2	$16.5M	Sell	381,599 -254,819	-40%	-$9.7M	2.31%	6
2025 Q1	$20.6M	Buy	636,418 +95,983	+18%	+$3.51M	3.79%	5
2024 Q4	$20.9M	Buy	540,435 +456,015	+540%	+$19M	2.54%	4
2024 Q3	$4.05M	Sell	84,420 -329,407	-80%	-$16.3M	0.49%	62
2024 Q2	$22.3M	Sell	413,827 -240,280	-37%	-$11.1M	2.02%	6
2024 Q1	$25.1M	Buy	+654,107	New	+$20M	1.96%	7
2017 Q2	–	Sell	-84,996	Closed	-$1.46M	–	114
2017 Q1	$1.46M	Buy	+84,996	New	+$1.41M	0.45%	73

Other funds holding BLBD

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Intrinsic Edge Capital Management's BLBD Position: Q1 2026 in Review

Intrinsic Edge Capital Management sold out of Blue Bird Corp (BLBD) in Q1 2026, closing a stake of 198,227 shares — an estimated $9.32M sold.

Intrinsic Edge Capital Management first reported a position in BLBD in Q1 2017 and held it in 9 quarters. The position peaked at $25.1M in Q1 2024. 287 funds tracked by Wall St. Rank hold BLBD as of Q1 2026.

Intrinsic Edge Capital Management reported no remaining Blue Bird Corp position as of Q1 2026 after selling out during the quarter.
Intrinsic Edge Capital Management sold 198,227 Blue Bird Corp shares in Q1 2026, an estimated $9.32M.
Intrinsic Edge Capital Management first reported a position in Blue Bird Corp in Q1 2017 and held it in 9 quarters.
Intrinsic Edge Capital Management's Blue Bird Corp position peaked at $25.1M in Q1 2024.
287 funds tracked by Wall St. Rank held Blue Bird Corp as of Q1 2026.

Based on Intrinsic Edge Capital Management's 13F filing for Q1 2026, filed 18 May 2026.