BlueLinx Holdings

BXC • NYSE

BlueLinx Holdings is a construction company in the industrials sector on NYSE, led by Mitchell B. Lewis, with a market cap of $513.4M. As of Q3 2025, 97% of shares are held by 145 institutional investors, with BlackRock, Inc. as the largest holder at 13.99%.

President and CEOMitchell B. Lewis

Market Cap$513.4M

Construction

Industrials

Employees2.0K

Websitebluelinxco.com

Country

United States of America

Overview

Overview of institutional ownership in BXC as of Q3 2025 with a market cap of $576.8M

All Institutions

Institutions: 145
Value Held: $561.5M
Shares Held: 7.7M
Avg Position: $3.9M
Median Position: $628.1K

Hedge Funds

Hedge Funds: 26
Value Held: $97.6M
Shares Held: 1.3M
Avg Position: $3.8M
Median Position: $1.2M

Ownership Breakdown

Institutional (non-HF)

80.42%

$463.9M

Hedge Funds

16.93%

$97.6M

Retail & Other

2.65%

$15.3M

Based on market cap of $576.8M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in BXC as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$80.7M 0.00% of portfolio	13.99% 1.1M shares	Q1 2017 Held for 8y 8m	$5.67T
G GENDELL JEFFREY L Institution	-	$48.2M 0.88% of portfolio	8.35% 659.3K shares	Q1 2018 Held for 7y 8m	$5.5B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$37.6M 0.01% of portfolio	6.52% 514.8K shares	Q4 2020 Held for 4y 11m	$466.32B
VANGUARD GROUP INC Institution	Salim Ramji CEO	$34.8M 0.00% of portfolio	6.03% 476.2K shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
J JB CAPITAL PARTNERS LP Hedge Fund•Value	Alan Wayne Weber CCO	$28.8M 4.93% of portfolio	4.99% 393.6K shares	Q1 2021 Held for 4y 8m	$584.1M
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Long Only Manager	Andrew John Matysik CEO	$23.5M 1.38% of portfolio	4.07% 321.2K shares	Q4 2017 Held for 7y 11m	$1.7B
M Medina Singh Partners, LLC Hedge Fund•Value	Kristofer Lee Medina Managing Partner	$21.1M 4.92% of portfolio	3.65% 288.3K shares	Q3 2025 Held for 2 months	$428.0M
A AMERICAN CENTURY COMPANIES INC Institution	-	$20.4M 0.01% of portfolio	3.54% 279.3K shares	Q3 2021 Held for 4y 2m	$195.93B
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	Omar Aguilar Chavez CEO	$19.1M 0.00% of portfolio	3.32% 261.9K shares	Q2 2021 Held for 4y 5m	$620.51B
River Road Asset Management, LLC Long Only Manager	Richard Andrew Beck CEO	$16.0M 0.18% of portfolio	2.77% 218.9K shares	Q4 2024 Held for 11 months	$8.9B

Net Capital Flow

Institutional buying and selling activity for BXC in Q3 2025

Traded: +$12.8M
Buyers: 78
Sellers: 63
Total Bought: +$66.8M
Total Sold: −$54.0M
Avg Position: $3.4M

Biggest Buyers

Institution	Net Bought	Current Position
M Medina Singh Partners, LLC Hedge Fund•Value	+$21.1M +288.3K shares	$21.1M 288.3K shares
R.P. Boggs & Co. Wealth Mangement RIA/Wealth	+$7.4M +101.7K shares	$7.4M 101.7K shares
G GENDELL JEFFREY L Institution	+$7.0M +95.6K shares	$48.2M 659.3K shares
H HEARTLAND ADVISORS INC Long Only Manager	+$5.5M +75.0K shares	$5.5M 75.0K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$2.8M +38.2K shares	$3.5M 48.2K shares
C Concentric Capital Strategies, LP Hedge Fund•Long/Short	+$2.3M +31.5K shares	$2.3M 31.5K shares
GOLDMAN SACHS GROUP INC Institution	+$1.8M +24.5K shares	$4.7M 63.9K shares
TOWLE & CO Long Only Manager	+$1.7M +22.9K shares	$5.7M 78.2K shares
JACOBS LEVY EQUITY MANAGEMENT, INC Hedge Fund•Quant	+$1.7M +22.6K shares	$8.4M 115.2K shares
L LSV ASSET MANAGEMENT Long Only Manager	+$1.5M +20.9K shares	$3.5M 47.4K shares

Biggest Sellers

Institution	Net Sold	Current Position
HARBOR CAPITAL ADVISORS, INC. ETF Provider	−$7.4M −101.9K shares	$3.0M 41.2K shares
B BlackRock, Inc. Institution	−$4.5M −61.0K shares	$80.7M 1.1M shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$4.1M −55.7K shares	$869.1K 11.9K shares
Portolan Capital Management, LLC Hedge Fund•Long/Short	−$3.8M −52.4K shares	$489.6K 6.7K shares
A AMERICAN CENTURY COMPANIES INC Institution	−$2.9M −40.2K shares	$20.4M 279.3K shares
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager	−$2.9M −39.2K shares	$6.1M 82.8K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$2.5M −33.6K shares	Sold Off 0 shares
I Invenomic Capital Management LP Hedge Fund•Long/Short	−$2.4M −33.0K shares	$2.0M 27.0K shares
GLOBEFLEX CAPITAL L P Long Only Manager	−$2.3M −30.5K shares	Sold Off 0 shares
MORGAN STANLEY RIA/Wealth	−$2.1M −28.2K shares	$4.6M 63.1K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited BXC in Q3 2025

New Positions: 9
New Value: $35.1M
Exited Positions: 18
Exited Value: $9.1M

New Positions

Institution	Position Value
M Medina Singh Partners, LLC Hedge Fund•Value	$21.1M 288.3K shares
R.P. Boggs & Co. Wealth Mangement RIA/Wealth	$7.4M 101.7K shares
H HEARTLAND ADVISORS INC Long Only Manager	$5.5M 75.0K shares
D DRW Securities, LLC Institution	$465.5K 6.4K shares
Round Rock Advisors, LLC RIA/Wealth	$344.8K 4.8K shares
I INCEPTIONR LLC Hedge Fund•Quant	$229.6K 3.1K shares
S State of Alaska, Department of Revenue Institution	$29.3K 401.0 shares
Larson Financial Group LLC RIA/Wealth	$2.9K 40.0 shares
O Optiver Holding B.V. Institution	$1.9K 26.0 shares

Exited Positions

Institution	Previous Position
RAYMOND JAMES FINANCIAL INC RIA/Wealth	$2.5M 33.6K shares
GLOBEFLEX CAPITAL L P Long Only Manager	$2.3M 30.5K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$832.4K 11.2K shares
Militia Capital Partners, LP Hedge Fund•Long/Short	$743.8K 10.0K shares
SummerHaven Investment Management, LLC Long Only Manager	$646.6K 8.7K shares
T TEACHER RETIREMENT SYSTEM OF TEXAS Institution	$502.4K 6.8K shares
Vident Advisory, LLC ETF Provider	$492.5K 6.6K shares
S STRS OHIO Institution	$349.6K 4.7K shares
Graham Capital Management, L.P. Hedge Fund•Multi-Strategy	$301.7K 4.1K shares
CAISSE DES DEPOTS ET CONSIGNATIONS Fund of Funds	$213.0K 2.9K shares

Options Activity

Institutions with the largest Call and Put options positions in BXC as of Q3 2025

Call Positions: 2
Call Value: $2.0M
Put Positions: 3
Put Value: $2.0M

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.6M 225.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$401.9K 55.0 contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.8M 243.0 contracts
W WOLVERINE TRADING, LLC Institution	$242.4K 33.0 contracts
WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	$7.3K 1.0 contracts

Most Committed Institutions

Institutions with BXC as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
J JB CAPITAL PARTNERS LP Hedge Fund•Value	Alan Wayne Weber CCO	4.93% $28.8M	4.99% 393.6K shares	Q1 2021 Held for 4y 8m	$584.1M
M Medina Singh Partners, LLC Hedge Fund•Value	Kristofer Lee Medina Managing Partner	4.92% $21.1M	3.65% 288.3K shares	Q3 2025 Held for 2 months	$428.0M
M Mill Road Capital Management LLC Private Equity	Thomas Edward Lynch Chairman	4.87% $9.3M	1.62% 127.9K shares	Q3 2023 Held for 2y 2m	$191.8M
R.P. Boggs & Co. Wealth Mangement RIA/Wealth	Robert Paul Boggs President	3.37% $7.4M	1.29% 101.7K shares	Q3 2025 Held for 2 months	$220.5M
Meros Investment Management, LP Long Only Manager	Kenneth Scott Canon CEO	2.46% $5.8M	1.00% 78.9K shares	Q2 2024 Held for 1y 5m	$234.2M
TOWLE & CO Long Only Manager	Christopher Daly Towle CEO	1.44% $5.7M	0.99% 78.2K shares	Q1 2022 Held for 3y 8m	$396.4M
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Long Only Manager	Andrew John Matysik CEO	1.38% $23.5M	4.07% 321.2K shares	Q4 2017 Held for 7y 11m	$1.7B
G GENDELL JEFFREY L Institution	-	0.88% $48.2M	8.35% 659.3K shares	Q1 2018 Held for 7y 8m	$5.5B
THIRD AVENUE MANAGEMENT LLC Long Only Manager	Michael Anthony Buono CFO	0.64% $3.4M	0.59% 46.4K shares	Q1 2025 Held for 8 months	$532.7M
D De Lisle Partners LLP Institution	-	0.46% $3.8M	0.66% 51.9K shares	Q1 2024 Held for 1y 8m	$815.6M

Hedge Fund Spotlight

Discover hedge funds investing in BXC

INCEPTIONR LLC

Hedge Fund • Quant

Portfolio ManagerLi Nmn Lu

Portfolio Value: $414.3M
Positions: 644
Last Reported: Q3 2025

Sector Allocation

Position in BlueLinx Holdings

Market Value: $229.6K
Shares Held: 3.1K
Portfolio Weight: 0.06%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 Automatic Data Processing, Inc. ADP	Staffing & Employment Services Industrials	$2.2M	0.54%
2 AECOM ACM	Engineering & Construction Industrials	$2.2M	0.54%
3 Procter & Gamble PG	Household & Personal Products Consumer Defensive	$2.2M	0.53%