BLUELINX HLDGS INC BXC
COM NEW · Common Stock · CUSIP 09624H208
United States wholesale distributor of building and industrial products
- SectorIndustrials
- IndustryWholesale-Lumber, Plywood, Millwork & Wood Panels
- HeadquartersMarietta, GA
- Founded2004
- Websitebluelinxco.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 ($2.7m this quarter). Holder counts are more reliable. Shares outstanding: 7.9m as of 2026-07-31, 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 ≈ $61.88. Options: 6 managers hold calls ($4.4m notional), 3 hold puts ($2.0m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 154 |
| Q4 2022 | 145 |
| Q1 2023 | 154 |
| Q2 2023 | 169 |
| Q3 2023 | 164 |
| Q4 2023 | 169 |
| Q1 2024 | 182 |
| Q2 2024 | 170 |
| Q3 2024 | 168 |
| Q4 2024 | 176 |
| Q1 2025 | 162 |
| Q2 2025 | 146 |
| Q3 2025 | 145 |
| Q4 2025 | 136 |
| Q1 2026 | 145 |
| Q2 2026 | 158 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 72 | 88 |
| Q4 2024 | 73 | 80 |
| Q1 2025 | 72 | 100 |
| Q2 2025 | 62 | 88 |
| Q3 2025 | 75 | 65 |
| Q4 2025 | 69 | 76 |
| Q1 2026 | 75 | 61 |
| Q2 2026 | 95 | 66 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $2.4m | $2.1m | 0.86 |
| Q4 2025 | $8.5m | $2.9m | 0.34 |
| Q1 2026 | $11.8m | $1.8m | 0.15 |
| Q2 2026 | $4.4m | $2.0m | 0.45 |
Biggest buyers
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +94.6k |
| ESSEX INVESTMENT MANAGEMENT CO LLC | New | +86.6k |
| BlackRock, Inc. | Added | +75.7k |
| Qube Research & Technologies Ltd | New | +51.7k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Added | +43.8k |
| Walleye Capital LLC | New | +41.9k |
| Nuveen, LLC | Added | +39.9k |
| CastleKnight Management LP | New | +34.6k |
| Legato Capital Management LLC | New | +29.1k |
| D. E. Shaw & Co., Inc. | New | +28.3k |
Biggest sellers
| Medina Value Partners, LLC | Sold out | -168.8k |
| TOWLE & CO | Sold out | -104.6k |
| AMERIPRISE FINANCIAL INC | Reduced | -97.3k |
| HEARTLAND ADVISORS INC | Sold out | -92.1k |
| Polar Asset Management Partners Inc. | Sold out | -82.5k |
| Empowered Funds, LLC | Reduced | -71.0k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -66.5k |
| JANE STREET GROUP, LLC | Reduced | -62.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Reduced | -61.2k |
| SEI INVESTMENTS CO | Reduced | -44.7k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.0m33.0k shares |
| CITADEL ADVISORS LLC | Reduced | $1.4m22.4k shares |
| IMC-Chicago, LLC | Reduced | $717.8k11.6k shares |
| SIMPLEX TRADING, LLC | Added | $198.0k3.2k shares |
| GROUP ONE TRADING LLC | Unchanged | $30.9k500 shares |
| Burk Holdings LLC | New | $1.1k300 shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $1.0m16.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $649.7k10.5k shares |
| IMC-Chicago, LLC | New | $284.6k4.6k 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 |
|---|---|
| GENDELL JEFFREY L 13G · passive investor +1.0 pts · filed 2026-05-15 | 9.4% |
| BlackRock, Inc. 13G · institution -3.9 pts · filed 2026-04-24 | 7.9% |
Fell to 5% or below in the last year: VANGUARD CAPITAL MANAGEMENT LLC (4.9%, 2026-07-31), VANGUARD GROUP INC (0.0%, 2026-03-26)
Insider purchases and sales since 1 Apr 2026
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 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 1 | $499.1k | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 1 | $2.9m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-06 | Fennebresque Kim S Director · By grantor trust | Sold | $2.9m34.1k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 934.6k $57.8m | Added +75.7k |
| GENDELL JEFFREY L 0.43% of their portfolio | 764.4k $47.3m | Added +24.9k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 446.1k $27.6m | Reduced -66.5k |
| JB CAPITAL PARTNERS LP 3.78% of their portfolio | 393.6k $24.4m | Unchanged |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 1.03% of their portfolio | 336.3k $20.8m | Added +14.4k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 333.1k $20.6m | Reduced -15.9k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 271.7k $16.8m | Added +12.5k |
| River Road Asset Management, LLC 0.16% of their portfolio | 232.9k $14.4m | Reduced -11.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 219.6k $13.6m | Reduced -61.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 200.7k $12.4m | Added +10.4k |
| STATE STREET CORP 0.00% of their portfolio | 176.9k $10.9m | Reduced -16.9k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 172.3k $10.7m | Reduced -7.8k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.04% of their portfolio | 169.9k $10.5m | Added +43.8k |
| Mill Road Capital Management LLC 4.12% of their portfolio | 135.0k $8.4m | Unchanged |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 110.5k $6.8m | Added +94.6k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 104.2k $6.4m | Added +15.9k |
| Divisadero Street Capital Management, LP 0.15% of their portfolio | 103.1k $6.4m | Unchanged |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 91.6k $5.7m | Added +27.3k |
| Meros Investment Management, LP 1.71% of their portfolio | 87.2k $5.4m | Added +16.9k |
| ESSEX INVESTMENT MANAGEMENT CO LLC 0.70% of their portfolio | 86.6k $5.4m | New |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 83.1k $5.1m | Added +21.6k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 70.8k $4.4m | Reduced -806 |
| THIRD AVENUE MANAGEMENT LLC 0.64% of their portfolio | 64.4k $4.0m | Unchanged |
| Nuveen, LLC 0.00% of their portfolio | 63.3k $3.9m | Added +39.9k |
| MORGAN STANLEY 0.00% of their portfolio | 61.9k $3.8m | Reduced -9.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 61.9k $3.8m | Added +23.6k |
| Atom Investors LP 0.30% of their portfolio | 54.8k $3.4m | Reduced -3.5k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.06% of their portfolio | 52.7k $3.3m | Added +1.2k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 52.3k $3.3m | Added +3.9k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 51.8k $3.2m | Reduced -1.7k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 51.7k $3.2m | New |
| BARCLAYS PLC 0.00% of their portfolio | 51.6k $3.2m | Reduced -369 |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 46.7k $2.9m | Added +4.5k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 45.8k $2.8m | Added +18.4k |
| Walleye Capital LLC 0.01% of their portfolio | 41.9k $2.6m | New |
| Empowered Funds, LLC 0.01% of their portfolio | 39.1k $2.4m | Reduced -71.0k |
| Allianz Asset Management GmbH 0.00% of their portfolio | 39.0k $2.4m | Added +10.1k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 38.2k $2.4m | Added +95 |
| Quantinno Capital Management LP 0.00% of their portfolio | 36.7k $2.3m | Added +2.0k |
| SG Americas Securities, LLC 0.00% of their portfolio | 36.5k $2.3m | Added +21.1k |
| CastleKnight Management LP 0.08% of their portfolio | 34.6k $2.1m | New |
| UBS Group AG 0.00% of their portfolio | 34.2k $2.1m | Added +23.5k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 33.5k $2.1m | Reduced -3.1k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 33.1k $2.1m | Added +9.3k |
| HARBOR CAPITAL ADVISORS, INC. 0.14% of their portfolio | 32.2k $2.0m | Reduced -163 |
| Legato Capital Management LLC 0.15% of their portfolio | 29.1k $1.8m | New |
| XTX Topco Ltd 0.02% of their portfolio | 28.4k $1.8m | Reduced -8.3k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 28.3k $1.7m | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 25.8k $1.6m | Reduced -62.0k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 25.4k $1.6m | Added +1.5k |
| Invesco Ltd. 0.00% of their portfolio | 23.9k $1.5m | Reduced -4.7k |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 23.9k $1.5m | Added +292 |
| Man Group plc 0.00% of their portfolio | 23.0k $1.4m | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 22.6k $1.4m | Reduced -97.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 22.0k $1.4m | Added +4.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 21.4k $1.3m | Added +5.1k |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.07% of their portfolio | 20.8k $1.3m | Added +12.2k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 20.2k $1.3m | Added +1.9k |
| Numerai GP LLC 0.10% of their portfolio | 20.0k $1.2m | Added +6.6k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 17.9k $1.1m | New |
| LPL Financial LLC 0.00% of their portfolio | 15.1k $934.0k | Reduced -1.3k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 14.9k $923.0k | Reduced -44.7k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 14.6k $901.8k | Reduced -459 |
| Jefferies Financial Group Inc. 0.01% of their portfolio | 14.4k $888.6k | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 13.4k $831.7k | Added +6.2k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.02% of their portfolio | 13.4k $831.1k | Reduced -703 |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 12.8k $791.0k | Added +65 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 12.7k $787.7k | Added +2.5k |
| CenterBook Partners LP 0.04% of their portfolio | 11.8k $729.0k | New |
| Concentric Capital Strategies, LP 0.04% of their portfolio | 11.3k $697.1k | Added +6.5k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 11.2k $694.7k | Reduced -2.7k |
| ARISTEIA CAPITAL, L.L.C. 0.01% of their portfolio | 11.2k $694.5k | Added +4.6k |
| Quadrature Capital Ltd 0.01% of their portfolio | 11.1k $687.2k | New |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 10.9k $672.0k | New |
| Creative Planning 0.00% of their portfolio | 10.3k $638.5k | Added +5.8k |
| LongView Wealth Management 0.16% of their portfolio | 10.0k $616.8k | Added +2.1k |
| De Lisle Partners LLP 0.07% of their portfolio | 9.9k $610.1k | Reduced -38.0k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 9.7k $598.6k | Reduced -564 |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 9.7k $597.5k | Reduced -97 |
| Squarepoint Ops LLC 0.00% of their portfolio | 9.6k $595.1k | Added +734 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 9.3k $572.9k | New |
| MANGROVE PARTNERS IM, LLC 0.04% of their portfolio | 8.9k $548.7k | Added +3.9k |
| Brevan Howard Capital Management LP 0.01% of their portfolio | 8.3k $516.1k | New |
| Vines Capital Management, LLC 0.38% of their portfolio | 7.5k $467.1k | Unchanged |
| Schonfeld Strategic Advisors LLC 0.00% of their portfolio | 7.5k $462.1k | New |
| CITIGROUP INC 0.00% of their portfolio | 7.2k $443.2k | Added +5.9k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 7.0k $380.9k | Reduced -400 |
| Magnetar Financial LLC 0.00% of their portfolio | 6.9k $429.6k | New |
| ALLSTATE CORP 0.00% of their portfolio | 6.8k $422.7k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 6.5k $405.0k | Added +3.6k |
| Jump Financial, LLC 0.00% of their portfolio | 6.3k $388.3k | New |
| WINTON GROUP Ltd 0.01% of their portfolio | 5.9k $363.9k | New |
| Aquatic Capital Management LLC 0.01% of their portfolio | 5.7k $354.8k | Reduced -2.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 5.7k $351.4k | Reduced -1.6k |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 5.3k $328.1k | New |
| CAXTON ASSOCIATES LLP 0.01% of their portfolio | 5.1k $314.0k | Unchanged |
| TUDOR INVESTMENT CORP ET AL 0.00% of their portfolio | 5.1k $312.9k | New |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 4.9k $303.1k | Added +18 |
| LSV ASSET MANAGEMENT 0.00% of their portfolio | 4.8k $297.0k | Reduced -40.7k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 4.8k $295.9k | Unchanged |