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John Overdeck’s Blue Bird Corp BLBD Stock Holding History

John Overdeck’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
Q2 		$9.02M Sell
114,254
-443,344
-80% -$30.1M 0.01% 1597
2026
Q1 		$31.7M Buy
557,598
+289,065
+108% +$15.6M 0.03% 698
2025
Q4 		$12.6M Buy
268,533
+92,001
+52% +$4.81M 0.02% 975
2025
Q3 		$10.2M Sell
176,532
-31,092
-15% -$1.62M 0.02% 954
2025
Q2 		$8.96M Buy
207,624
+59,744
+40% +$2.27M 0.02% 877
2025
Q1 		$4.79M Sell
147,880
-70,408
-32% -$2.58M 0.01% 1157
2024
Q4 		$8.43M Sell
218,288
-33,725
-13% -$1.41M 0.02% 837
2024
Q3 		$12.1M Buy
252,013
+45,303
+22% +$2.24M 0.03% 675
2024
Q2 		$11.1M Sell
206,710
-3,476
-2% -$160K 0.03% 675
2024
Q1 		$8.06M Sell
210,186
-232,484
-53% -$7.12M 0.02% 736
2023
Q4 		$11.9M Buy
442,670
+195,897
+79% +$4.03M 0.03% 599
2023
Q3 		$5.27M Buy
246,773
+1,596
+0.7% +$33.8K 0.01% 879
2023
Q2 		$5.51M Buy
245,177
+229,177
+1,432% +$4.9M 0.01% 881
2023
Q1 		$327K Buy
+16,000
New +$285K ﹤0.01% 2386
2020
Q2 		– Sell
-14,587
Closed -$159K – 2956
2020
Q1 		$159K Sell
14,587
-62,585
-81% -$1.14M ﹤0.01% 2728
2019
Q4 		$1.77M Buy
+77,172
New +$1.54M 0.01% 1690
2018
Q2 		– Sell
-42,162
Closed -$999K – 3315
2018
Q1 		$999K Buy
42,162
+17,355
+70% +$380K ﹤0.01% 2012
2017
Q4 		$494K Buy
24,807
+5,986
+32% +$118K ﹤0.01% 2444
2017
Q3 		$388K Buy
+18,821
New +$338K ﹤0.01% 2284
2017
Q2 		– Sell
-31,579
Closed -$542K – 2958
2017
Q1 		$542K Sell
31,579
-13,427
-30% -$223K ﹤0.01% 2295
2016
Q4 		$695K Sell
45,006
-16,837
-27% -$262K ﹤0.01% 2269
2016
Q3 		$904K Buy
+61,843
New +$866K ﹤0.01% 2030

Other funds holding BLBD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

John Overdeck's BLBD Position: Q2 2026 in Review

John Overdeck reduced its Blue Bird Corp (BLBD) stake by 80% in Q2 2026, selling an estimated $30.1M and leaving 114,254 shares worth $9.02M. The position accounts for 0.01% of the portfolio, ranked #1597.

John Overdeck first reported a position in BLBD in Q3 2016 and has held it in 22 quarters since. The position peaked at $31.7M in Q1 2026. 303 funds tracked by Wall St. Rank hold BLBD as of Q2 2026.

  • John Overdeck held 114,254 shares of Blue Bird Corp worth $9.02M as of Q2 2026.
  • John Overdeck sold 443,344 Blue Bird Corp shares in Q2 2026, an estimated $30.1M.
  • Blue Bird Corp made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1597 holding.
  • John Overdeck first reported a position in Blue Bird Corp in Q3 2016 and has held it in 22 quarters since.
  • John Overdeck's Blue Bird Corp position peaked at $31.7M in Q1 2026.
  • 303 funds tracked by Wall St. Rank held Blue Bird Corp as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.