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John Overdeck’s BlueLinx BXC Stock Holding History

John Overdeck’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 		$6.45M Buy
104,205
+15,919
+18% +$860K ﹤0.01% 1899
2026
Q1 		$4.78M Buy
88,286
+23,469
+36% +$1.54M ﹤0.01% 2018
2025
Q4 		$3.98M Buy
64,817
+16,575
+34% +$1.07M 0.01% 1912
2025
Q3 		$3.53M Buy
48,242
+38,240
+382% +$3.01M 0.01% 1735
2025
Q2 		$744K Sell
10,002
-6,125
-38% -$428K ﹤0.01% 2399
2025
Q1 		$1.21M Sell
16,127
-22,376
-58% -$2.08M ﹤0.01% 2068
2024
Q4 		$3.93M Sell
38,503
-12,302
-24% -$1.41M 0.01% 1257
2024
Q3 		$5.36M Buy
50,805
+3,990
+9% +$408K 0.01% 1051
2024
Q2 		$4.36M Buy
46,815
+7,943
+20% +$842K 0.01% 1069
2024
Q1 		$5.06M Sell
38,872
-38,758
-50% -$4.56M 0.01% 963
2023
Q4 		$8.8M Buy
77,630
+25,995
+50% +$2.25M 0.02% 731
2023
Q3 		$4.24M Sell
51,635
-28,640
-36% -$2.52M 0.01% 986
2023
Q2 		$7.53M Buy
80,275
+27,703
+53% +$2.21M 0.02% 759
2023
Q1 		$3.57M Buy
52,572
+19,743
+60% +$1.6M 0.01% 1066
2022
Q4 		$2.33M Sell
32,829
-6,268
-16% -$427K 0.01% 1242
2022
Q3 		$2.43M Sell
39,097
-40,454
-51% -$2.91M 0.01% 1069
2022
Q2 		$5.32M Sell
79,551
-10,736
-12% -$807K 0.02% 738
2022
Q1 		$6.49M Sell
90,287
-49,692
-35% -$4.07M 0.02% 803
2021
Q4 		$13.4M Buy
139,979
+10,282
+8% +$696K 0.03% 648
2021
Q3 		$6.34M Sell
129,697
-11,800
-8% -$593K 0.01% 1052
2021
Q2 		$7.11M Sell
141,497
-13,043
-8% -$642K 0.02% 991
2021
Q1 		$6.06M Buy
154,540
+18,266
+13% +$710K 0.02% 943
2020
Q4 		$3.99M Buy
136,274
+126,674
+1,320% +$3.24M 0.01% 1058
2020
Q3 		$207K Sell
9,600
-15,879
-62% -$256K ﹤0.01% 2805
2020
Q2 		$218K Buy
25,479
+5,625
+28% +$34.7K ﹤0.01% 2590
2020
Q1 		$98K Buy
19,854
+3,754
+23% +$42.2K ﹤0.01% 2851
2019
Q4 		$229K Buy
+16,100
New +$330K ﹤0.01% 3354
2018
Q2 		– Sell
-52,683
Closed -$1.72M – 3328
2018
Q1 		$1.72M Buy
52,683
+5,184
+11% +$96.3K 0.01% 1632
2017
Q4 		$464K Buy
+47,499
New +$445K ﹤0.01% 2492

Other funds holding BXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.06% 1-Year Est. Return
Dimensional Fund Advisors
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Victory Capital Management
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

John Overdeck's BXC Position: Q2 2026 in Review

John Overdeck increased its BlueLinx (BXC) stake by 18% in Q2 2026, buying an estimated $860K and bringing the position to 104,205 shares worth $6.45M. The position accounts for ﹤0.01% of the portfolio, ranked #1899.

John Overdeck first reported a position in BXC in Q4 2017 and has held it in 29 quarters since. The position peaked at $13.4M in Q4 2021. 157 funds tracked by Wall St. Rank hold BXC as of Q2 2026.

  • John Overdeck held 104,205 shares of BlueLinx worth $6.45M as of Q2 2026.
  • John Overdeck bought 15,919 BlueLinx shares in Q2 2026, an estimated $860K.
  • BlueLinx made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #1899 holding.
  • John Overdeck first reported a position in BlueLinx in Q4 2017 and has held it in 29 quarters since.
  • John Overdeck's BlueLinx position peaked at $13.4M in Q4 2021.
  • 157 funds tracked by Wall St. Rank held BlueLinx as of Q2 2026.

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