Lodge Hill Capital’s Brink's BCO Stock Holding History

Lodge Hill Capital’s Portfolio BCO Stock Details BCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$35M	Buy	370,007 +55,007	+17%	+$5.73M	5.86%	5
2026 Q1	$32.6M	Sell	315,000 -25,000	-7%	-$3M	6.3%	5
2025 Q4	$39.7M	Buy	340,000 +120,000	+55%	+$13.7M	7.5%	3
2025 Q3	$25.7M	Sell	220,000 -5,000	-2%	-$523K	4.59%	11
2025 Q2	$20.1M	Buy	+225,000	New	+$19.6M	4.63%	11

Other funds holding BCO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Lodge Hill Capital's BCO Position: Q2 2026 in Review

Lodge Hill Capital increased its Brink's (BCO) stake by 17% in Q2 2026, buying an estimated $5.73M and bringing the position to 370,007 shares worth $35M. The position accounts for 5.86% of the portfolio, ranked #5.

Lodge Hill Capital first reported a position in BCO in Q2 2025 and has held it in 5 quarters since. The position peaked at $39.7M in Q4 2025. 357 funds tracked by Wall St. Rank hold BCO as of Q2 2026.

Lodge Hill Capital held 370,007 shares of Brink's worth $35M as of Q2 2026.
Lodge Hill Capital bought 55,007 Brink's shares in Q2 2026, an estimated $5.73M.
Brink's made up 5.86% of Lodge Hill Capital's portfolio in Q2 2026, its #5 holding.
Lodge Hill Capital first reported a position in Brink's in Q2 2025 and has held it in 5 quarters since.
Lodge Hill Capital's Brink's position peaked at $39.7M in Q4 2025.
357 funds tracked by Wall St. Rank held Brink's as of Q2 2026.

Based on Lodge Hill Capital's 13F filing for Q2 2026, filed 14 Aug 2026.