BlueLinx (BXC)

• Market cap: $617M
• 1 day: -0.72%
• 5 days: -8.20%
• 1 month: -4.21%
• 3 months: -25.46%
• 6 months: -28.98%
• Year to date: -25.46%
• 1 year: -41.87%
• 5 years: 1,711.19%
• 10 years: 608.95%
• 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 Q4 regulatory filings by fund managers ($100M+ AUM)

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

4% more funds holding

Funds holding: 165 [Q3] → 172 (+7) [Q4]

1.38% more ownership

Funds ownership: 89.56% [Q3] → 90.95% (+1.38%) [Q4]

8% more call options, than puts

Call options by funds: $5.65M | Put options by funds: $5.22M

0% more funds holding in top 10

Funds holding in top 10: 4 [Q3] → 4 (+0) [Q4]

3% less capital invested

Capital invested by funds: $805M [Q3] → $778M (-$26.8M) [Q4]

10% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 60

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $119 60% upside
• Avg. target: $120 61% upside
• High target: $120 61% upside

3 analyst ratings

• positive: 3 100%
• neutral: 0 0%
• negative: 0 0%

Loop Capital Jeffrey Stevenson 29% 1-year accuracy 4 / 14 met price target	61% upside $120	Buy Maintained	21 Feb 2025
Benchmark Reuben Garner 31% 1-year accuracy 12 / 39 met price target	61% upside $120	Buy Maintained	21 Feb 2025
DA Davidson Kurt Yinger 30% 1-year accuracy 6 / 20 met price target	60% upside $119	Buy Maintained	20 Feb 2025