Mill Road Capital Management’s BlueLinx BXC Stock Holding History

Mill Road Capital Management’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 Q1	$7.31M	Hold	134,964	–	–	3.83%	7
2025 Q4	$8.29M	Buy	134,964 +7,100	+6%	+$458K	4.93%	6
2025 Q3	$9.34M	Hold	127,864	–	–	4.87%	7
2025 Q2	$9.51M	Buy	127,864 +10,000	+8%	+$699K	6.09%	7
2025 Q1	$8.84M	Hold	117,864	–	–	5.01%	10
2024 Q4	$12M	Sell	117,864 -24,433	-17%	-$2.8M	5.78%	8
2024 Q3	$15M	Buy	142,297 +13,023	+10%	+$1.33M	7.13%	5
2024 Q2	$12M	Buy	129,274 +5,000	+4%	+$530K	6.41%	6
2024 Q1	$16.2M	Hold	124,274	–	–	7.04%	4
2023 Q4	$14.1M	Buy	124,274 +5,800	+5%	+$503K	6.43%	5
2023 Q3	$9.73M	Buy	+118,474	New	+$10.4M	5.12%	7

Other funds holding BXC

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

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

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

JCP

JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

Mill Road Capital Management's BXC Position: Q1 2026 in Review

Mill Road Capital Management held its BlueLinx (BXC) position steady in Q1 2026 at 134,964 shares worth $7.31M. The position accounts for 3.83% of the portfolio, ranked #7.

Mill Road Capital Management first reported a position in BXC in Q3 2023 and has held it in 11 quarters since. The position peaked at $16.2M in Q1 2024. 145 funds tracked by Wall St. Rank hold BXC as of Q1 2026.

Mill Road Capital Management held 134,964 shares of BlueLinx worth $7.31M as of Q1 2026.
Mill Road Capital Management left its BlueLinx share count unchanged in Q1 2026.
BlueLinx made up 3.83% of Mill Road Capital Management's portfolio in Q1 2026, its #7 holding.
Mill Road Capital Management first reported a position in BlueLinx in Q3 2023 and has held it in 11 quarters since.
Mill Road Capital Management's BlueLinx position peaked at $16.2M in Q1 2024.
145 funds tracked by Wall St. Rank held BlueLinx as of Q1 2026.

Based on Mill Road Capital Management's 13F filing for Q1 2026, filed 15 May 2026.