BLUE BIRD CORP BLBD
COM · Common Stock · CUSIP 095306106
American bus manufacturer based in Georgia
- SectorConsumer discretionary
- IndustryTruck & Bus Bodies
- HeadquartersMacon, GA
- Founded1932
- Websiteblue-bird.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 32.0m as of 2022-08-08, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $8.35. Options: 2 managers hold calls ($3.0k notional), 2 hold puts ($101.0k).
Biggest calls
| GROUP ONE TRADING LLC | — | $3.0k400 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | — | $00 shares |
Biggest puts
| SIMPLEX TRADING, LLC | — | $101.0k12.2k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | — | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| FMR LLC 13G · institution +0.7 pts · filed 2026-09-08 | 10.2% |
Groupe Autobus Girardin Ltee
13D · may seek influence
new · filed 2026-04-08
Stated purposeShare Purchase Agreement On February 15, 2026, the Issuer and its wholly owned subsidiary, Blue Bird Body Company, a Georgia corporation (collectively, "Blue Bird"), MB Callco Inc., an Ontario corporation ("MB Callco") and MB Exchangeco Inc., an Ontario corporation ("MB ExchangeCo") entered into a Share Purchase Agreement (the "Purchase Agreement"), with the AG 2014 Trust ("AG Trust"), the SG One 2014 Trust ("SG Trust"), and the DG One 2014 Trust ("DG Trust" and collectively with AG Trust and SG Trust, the "Trusts"), GAG, Girardin Minibus JV 2 Inc., a corporation existing under the laws of the Province of Quebec (the "MB US Seller" and together with the Trusts and GAG, the "Sellers" and each, a "Seller"), to acquire 100% of the issued and outstanding equity securities of Girardin Minibus … Full filing |
7.9% |
| BlackRock, Inc. 13G · institution filed 2025-04-17 | 7.5% |
| AMERICAN CENTURY INVESTMENT MANAGEMENT INC 13G · institution +1.4 pts · filed 2026-02-13 | 5.6% |
| MILLENNIUM MANAGEMENT LLC 13G · passive investor new · filed 2026-10-20 | 5.2% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.1% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q3 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2020 | 0 | — | 0 | — | — |
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 0 | — | — |
| Q1 2022 | 0 | — | 1 | $109.6k | — |
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 0 | — | 0 | — | — |
None reported in Q3 2022.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| AMERICAN SECURITIES LLC 100.00% of their portfolio | 9.5m $79.6m | — |
| Coliseum Capital Management, LLC 3.19% of their portfolio | 4.7m $39.1m | — |
| T. Rowe Price Investment Management, Inc. 0.01% of their portfolio | 1.9m $15.6m | — |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 1.7m $14.0m | — |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 1.5m $12.2m | — |
| 325 CAPITAL LLC 11.54% of their portfolio | 1.2m $9.9m | — |
| BlackRock Inc. 0.00% of their portfolio | 1.1m $9.6m | — |
| VANGUARD GROUP INC 0.00% of their portfolio | 887.2k $7.4m | — |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 841.4k $7.0m | — |
| Epoch Investment Partners, Inc. 0.03% of their portfolio | 620.5k $5.2m | — |
| Skandinaviska Enskilda Banken AB (publ) 0.04% of their portfolio | 611.2k $5.1m | — |
| Clean Energy Transition LLP 0.69% of their portfolio | 525.9k $4.4m | — |
| BLAIR WILLIAM & CO/IL 0.02% of their portfolio | 445.4k $3.7m | — |
| STATE STREET CORP 0.00% of their portfolio | 420.5k $3.5m | — |
| Brandywine Global Investment Management, LLC 0.03% of their portfolio | 381.4k $3.2m | — |
| North Star Investment Management Corp. 0.26% of their portfolio | 319.3k $2.7m | — |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 314.7k $2.6m | — |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 256.9k $2.1m | — |
| KENNEDY CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 208.7k $1.7m | — |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 205.0k $1.7m | — |
| Olstein Capital Management, L.P. 0.28% of their portfolio | 199.0k $1.7m | — |
| NORTHERN TRUST CORP 0.00% of their portfolio | 161.2k $1.3m | — |
| First Eagle Investment Management, LLC 0.00% of their portfolio | 153.2k $1.3m | — |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 134.2k $1.1m | — |
| MARATHON CAPITAL MANAGEMENT 0.29% of their portfolio | 123.6k $1.0m | — |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 114.1k $953.0k | — |
| MORGAN STANLEY 0.00% of their portfolio | 89.5k $746.0k | — |
| Bank of New York Mellon Corp 0.00% of their portfolio | 67.2k $561.0k | — |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 65.2k $544.0k | — |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 52.2k $436.0k | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 43.4k $363.0k | — |
| Swiss National Bank 0.00% of their portfolio | 41.6k $347.0k | — |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 37.1k $310.0k | — |
| Invesco Ltd. 0.00% of their portfolio | 33.9k $283.0k | — |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 30.9k $258.0k | — |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 30.6k $255.0k | — |
| New York Life Investment Management LLC 0.00% of their portfolio | 26.7k $223.0k | — |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 26.0k $217.0k | — |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 24.3k $203.0k | — |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 22.0k $184.0k | — |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 21.1k $176.0k | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 18.1k $151.0k | — |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 14.7k $123.0k | — |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 14.1k $118.0k | — |
| Trexquant Investment LP 0.00% of their portfolio | 12.8k $107.0k | — |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 12.3k $103.0k | — |
| Engineers Gate Manager LP 0.01% of their portfolio | 11.9k $99.0k | — |
| SEI INVESTMENTS CO 0.00% of their portfolio | 10.9k $91.0k | — |
| Willis Investment Counsel 0.01% of their portfolio | 10.8k $90.0k | — |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 9.6k $81.0k | — |
| SIMPLEX TRADING, LLC 0.00% of their portfolio | 8.5k $71.0k | — |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 8.3k $69.0k | — |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 7.7k $64.0k | — |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 6.9k $57.0k | — |
| Legal & General Group Plc 0.00% of their portfolio | 6.4k $53.0k | — |
| Harel Insurance Investments & Financial Services Ltd. 0.00% of their portfolio | 4.5k $37.0k | — |
| CITIGROUP INC 0.00% of their portfolio | 4.5k $37.0k | — |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 4.4k $37.0k | — |
| Allspring Global Investments Holdings, LLC 0.00% of their portfolio | 4.4k $36.0k | — |
| UBS Group AG 0.00% of their portfolio | 3.6k $30.0k | — |
| AMALGAMATED BANK 0.00% of their portfolio | 2.7k $23.0k | — |
| GROUP ONE TRADING LLC 0.00% of their portfolio | 2.5k $21.0k | — |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 1.9k $15.5k | — |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 1.3k $10.0k | — |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 860 $7.0k | — |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 730 $6.0k | — |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 367 $3.0k | — |
| FMR LLC 0.00% of their portfolio | 239 $2.0k | — |
| HOWE & RUSLING INC 0.00% of their portfolio | 175 $1.0k | — |
| Geneos Wealth Management Inc. 0.00% of their portfolio | 120 $1.0k | — |
| Burleson & Company, LLC 0.00% of their portfolio | 1 $0 | — |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | — |