RCG
BMCH

Ruane, Cunniff & Goldfarb’s BMC Stock Holdings, Inc BMCH Stock Holding History

Ruane, Cunniff & Goldfarb’s Portfolio BMCH Stock Details BMCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-4,000,000
Closed -$70.7M – 52
2019
Q1 		$70.7M Hold
4,000,000
– – 0.72% 25
2018
Q4 		$61.9M Hold
4,000,000
– – 0.68% 25
2018
Q3 		$74.6M Hold
4,000,000
– – 0.69% 25
2018
Q2 		$83.4M Hold
4,000,000
– – 0.75% 24
2018
Q1 		$78M Buy
4,000,000
+86,804
+2% +$1.86M 0.72% 27
2017
Q4 		$99M Buy
3,913,196
+1,313,196
+51% +$29.4M 0.81% 26
2017
Q3 		$55.5M Buy
+2,600,000
New +$54.3M 0.49% 32

Other funds holding BMCH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Ruane, Cunniff & Goldfarb's BMCH Position: Q2 2019 in Review

Ruane, Cunniff & Goldfarb sold out of BMC Stock Holdings, Inc (BMCH) in Q2 2019, closing a stake of 4,000,000 shares — an estimated $70.7M sold.

Ruane, Cunniff & Goldfarb first reported a position in BMCH in Q3 2017 and held it in 7 quarters. The position peaked at $99M in Q4 2017. 192 funds tracked by Wall St. Rank hold BMCH as of Q2 2019.

  • Ruane, Cunniff & Goldfarb reported no remaining BMC Stock Holdings, Inc position as of Q2 2019 after selling out during the quarter.
  • Ruane, Cunniff & Goldfarb sold 4,000,000 BMC Stock Holdings, Inc shares in Q2 2019, an estimated $70.7M.
  • Ruane, Cunniff & Goldfarb first reported a position in BMC Stock Holdings, Inc in Q3 2017 and held it in 7 quarters.
  • Ruane, Cunniff & Goldfarb's BMC Stock Holdings, Inc position peaked at $99M in Q4 2017.
  • 192 funds tracked by Wall St. Rank held BMC Stock Holdings, Inc as of Q2 2019.

Based on Ruane, Cunniff & Goldfarb's 13F filing for Q2 2019, filed 14 Aug 2019.