Spitfire Capital’s Blue Bird Corp BLBD Stock Holding History

Spitfire Capital’s Portfolio BLBD Stock Details BLBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$18.1M	Hold	948,966	–	–	23.42%	1
2019 Q2	$18.7M	Sell	948,966 -49,448	-5%	-$906K	19.56%	1
2019 Q1	$16.9M	Buy	998,414 +46,539	+5%	+$873K	17.66%	1
2018 Q4	$17.3M	Sell	951,875 -491,319	-34%	-$9.56M	19.43%	1
2018 Q3	$35.4M	Sell	1,443,194 -958	-0.1%	-$22K	18.38%	1
2018 Q2	$32.3M	Hold	1,444,152	–	–	15.52%	1
2018 Q1	$34.2M	Hold	1,444,152	–	–	16.12%	1
2017 Q4	$28.7M	Hold	1,444,152	–	–	12.72%	1
2017 Q3	$29.8M	Hold	1,444,152	–	–	12.41%	1
2017 Q2	$24.6M	Sell	1,444,152 -79,449	-5%	-$1.43M	11.42%	2
2017 Q1	$26.1M	Hold	1,523,601	–	–	12.8%	1
2016 Q4	$23.5M	Hold	1,523,601	–	–	10.65%	2
2016 Q3	$22.3M	Hold	1,523,601	–	–	9.91%	2
2016 Q2	$18.1M	Buy	1,523,601 +3,300	+0.2%	+$35.9K	8.44%	2
2016 Q1	$16.5M	Buy	1,520,301 +46,000	+3%	+$442K	7.62%	2
2015 Q4	$14.9M	Buy	1,474,301 +282,681	+24%	+$2.99M	6.89%	3
2015 Q3	$11.9M	Buy	1,191,620 +441,289	+59%	+$5.42M	5.1%	6
2015 Q2	$9.75M	Buy	+750,331	New	+$9.14M	3.74%	14

Other funds holding BLBD

American Securities New York $3.93B AUM 52.22% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

OCM

Osterweis Capital Management San Francisco, California $1.94B AUM 20.77% 1-Year Est. Return

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

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Spitfire Capital's BLBD Position: Q3 2019 in Review

Spitfire Capital held its Blue Bird Corp (BLBD) position steady in Q3 2019 at 948,966 shares worth $18.1M. The position accounts for 23.42% of the portfolio, ranked #1.

Spitfire Capital first reported a position in BLBD in Q2 2015 and has held it in 18 quarters since. The position peaked at $35.4M in Q3 2018. 86 funds tracked by Wall St. Rank hold BLBD as of Q3 2019.

Spitfire Capital held 948,966 shares of Blue Bird Corp worth $18.1M as of Q3 2019.
Spitfire Capital left its Blue Bird Corp share count unchanged in Q3 2019.
Blue Bird Corp made up 23.42% of Spitfire Capital's portfolio in Q3 2019, its #1 holding.
Spitfire Capital first reported a position in Blue Bird Corp in Q2 2015 and has held it in 18 quarters since.
Spitfire Capital's Blue Bird Corp position peaked at $35.4M in Q3 2018.
86 funds tracked by Wall St. Rank held Blue Bird Corp as of Q3 2019.

Based on Spitfire Capital's 13F filing for Q3 2019, filed 14 Nov 2019.