Miller Value Partners’s Boise Cascade BCC Stock Holding History

Miller Value Partners’s Portfolio BCC Stock Details BCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.87M	Hold	37,000	–	–	0.68%	37
2026 Q1	$2.81M	Hold	37,000	–	–	0.73%	36
2025 Q4	$2.72M	Hold	37,000	–	–	0.96%	27
2025 Q3	$2.86M	Sell	37,000 -3,000	-8%	-$257K	1.05%	28
2025 Q2	$3.47M	Hold	40,000	–	–	1.47%	25
2025 Q1	$3.92M	Hold	40,000	–	–	1.79%	23
2024 Q4	$4.75M	Hold	40,000	–	–	2.03%	20
2024 Q3	$5.64M	Hold	40,000	–	–	3.18%	15
2024 Q2	$4.77M	Hold	40,000	–	–	3.05%	17
2024 Q1	$6.13M	Buy	40,000 +35,000	+700%	+$4.73M	3.92%	13
2023 Q4	$647K	Buy	+5,000	New	+$536K	0.38%	35

Other funds holding BCC

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Miller Value Partners's BCC Position: Q2 2026 in Review

Miller Value Partners held its Boise Cascade (BCC) position steady in Q2 2026 at 37,000 shares worth $2.87M. The position accounts for 0.68% of the portfolio, ranked #37.

Miller Value Partners first reported a position in BCC in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.13M in Q1 2024. 334 funds tracked by Wall St. Rank hold BCC as of Q2 2026.

Miller Value Partners held 37,000 shares of Boise Cascade worth $2.87M as of Q2 2026.
Miller Value Partners left its Boise Cascade share count unchanged in Q2 2026.
Boise Cascade made up 0.68% of Miller Value Partners's portfolio in Q2 2026, its #37 holding.
Miller Value Partners first reported a position in Boise Cascade in Q4 2023 and has held it in 11 quarters since.
Miller Value Partners's Boise Cascade position peaked at $6.13M in Q1 2024.
334 funds tracked by Wall St. Rank held Boise Cascade as of Q2 2026.

Based on Miller Value Partners's 13F filing for Q2 2026, filed 14 Aug 2026.