BlueLinx (BXC)

• Market cap: $894M
• 1 day: -0.22%
• 5 days: 13.05%
• 1 month: -8.28%
• 3 months: -2.87%
• 6 months: -6.79%
• Year to date: 6.87%
• 1 year: -3.25%
• 5 years: 641.63%
• 10 years: 956.63%
• Sector: Materials
• Industry: Lumber, Plywood, Millwork & Wood Panels

About: BlueLinx Holdings Inc is engaged in the wholesale distribution of residential and commercial building products. Its business products are split into two categories: Structural products include items such as lumber, plywood, oriented strand board, rebar, and remesh and Specialty products include items such as engineered wood, siding, millwork, outdoor living, specialty lumber and panels, and industrial products. The company's operations are carried out throughout the United States.

Employees: 2,000

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

8% more capital invested

Capital invested by funds: $743M [Q2] → $804M (+$61.2M) [Q3]

1% less funds holding

Funds holding: 167 [Q2] → 165 (-2) [Q3]

2.65% less ownership

Funds ownership: 92.23% [Q2] → 89.57% (-2.65%) [Q3]

19% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 67

20% less funds holding in top 10

Funds holding in top 10: 5 [Q2] → 4 (-1) [Q3]

36% less call options, than puts

Call options by funds: $3.83M | Put options by funds: $5.96M