River Road Asset Management’s BlueLinx BXC Stock Holding History

River Road Asset 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 Q2	$14.4M	Sell	232,918 -10,996	-5%	-$594K	0.16%	118
2026 Q1	$13.2M	Buy	243,914 +3,414	+1%	+$224K	0.15%	120
2025 Q4	$14.8M	Buy	240,500 +21,640	+10%	+$1.4M	0.16%	117
2025 Q3	$16M	Buy	218,860 +1,730	+0.8%	+$136K	0.18%	107
2025 Q2	$15.9M	Buy	217,130 +8,967	+4%	+$627K	0.2%	113
2025 Q1	$15.6M	Buy	208,163 +134,347	+182%	+$12.5M	0.21%	103
2024 Q4	$7.54M	Buy	+73,816	New	+$8.46M	0.1%	138

Other funds holding BXC

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

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

River Road Asset Management's BXC Position: Q2 2026 in Review

River Road Asset Management reduced its BlueLinx (BXC) stake by 4.5% in Q2 2026, selling an estimated $594K and leaving 232,918 shares worth $14.4M. The position accounts for 0.16% of the portfolio, ranked #118.

River Road Asset Management first reported a position in BXC in Q4 2024 and has held it in 7 quarters since. The position peaked at $16M in Q3 2025. 158 funds tracked by Wall St. Rank hold BXC as of Q2 2026.

River Road Asset Management held 232,918 shares of BlueLinx worth $14.4M as of Q2 2026.
River Road Asset Management sold 10,996 BlueLinx shares in Q2 2026, an estimated $594K.
BlueLinx made up 0.16% of River Road Asset Management's portfolio in Q2 2026, its #118 holding.
River Road Asset Management first reported a position in BlueLinx in Q4 2024 and has held it in 7 quarters since.
River Road Asset Management's BlueLinx position peaked at $16M in Q3 2025.
158 funds tracked by Wall St. Rank held BlueLinx as of Q2 2026.

Based on River Road Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.