Orbis Allan Gray’s Boise Cascade BCC Stock Holding History

Orbis Allan Gray’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
2025 Q4	–	Sell	-105,673	Closed	-$8.17M	–	90
2025 Q3	$8.17M	Buy	+105,673	New	+$9.05M	0.04%	84

Other funds holding BCC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Orbis Allan Gray's BCC Position: Q4 2025 in Review

Orbis Allan Gray sold out of Boise Cascade (BCC) in Q4 2025, closing a stake of 105,673 shares — an estimated $8.17M sold.

Orbis Allan Gray first reported a position in BCC in Q3 2025 and held it in 1 quarter. The position peaked at $8.17M in Q3 2025. 321 funds tracked by Wall St. Rank hold BCC as of Q4 2025.

Orbis Allan Gray reported no remaining Boise Cascade position as of Q4 2025 after selling out during the quarter.
Orbis Allan Gray sold 105,673 Boise Cascade shares in Q4 2025, an estimated $8.17M.
Orbis Allan Gray first reported a position in Boise Cascade in Q3 2025 and held it in 1 quarter.
Orbis Allan Gray's Boise Cascade position peaked at $8.17M in Q3 2025.
321 funds tracked by Wall St. Rank held Boise Cascade as of Q4 2025.

Based on Orbis Allan Gray's 13F filing for Q4 2025, filed 17 Feb 2026.