Concurrent Investment Advisors, LLC BLBD BLUE BIRD CORP

Ownership history in Concurrent Investment Advisors, LLC  ·  5 quarters on record

AI Ownership Summary

Concurrent Investment Advisors, LLC reported BLUE BIRD CORP (BLBD) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q4. The latest visible filing shows BLBD at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BLBD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Concurrent Investment Advisors, LLC's position in BLUE BIRD CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BLBD was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Concurrent Investment Advisors, LLC held BLBD — position size vs. price
% of Fund (quarterly)    BLBD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 15,091 -6,985 -31.6% 0.01% $857K 2026-04-21 $62.53
2025 Q4 ADDED 22,076 +12,122 +121.8% 0.01% $1.0M 2026-01-29 $49.60
2025 Q3 ADDED 9,954 +959 +10.7% 0.01% $573K 2025-10-27 $53.14
2025 Q2 ADDED 8,995 +457 +5.4% 0.01% $388K 2025-07-25 $46.05
2025 Q1 INITIATED 8,538 0.01% $276K 2025-04-29 $35.35

FAQ About Concurrent Investment Advisors, LLC and BLBD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Concurrent Investment Advisors, LLC reported owning BLBD?

Concurrent Investment Advisors, LLC reported BLBD across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported BLBD position in Concurrent Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for BLBD was 0.01% in 2025 Q4.

What is the latest reported BLBD position on this page?

The most recent filing on this page is 2026 Q1, when Concurrent Investment Advisors, LLC reported 15,091 shares, equal to 0.01% of portfolio, with an estimated market value of $857K.

What does the chart on this BLBD ownership page compare?

The chart compares Concurrent Investment Advisors, LLC's quarterly BLBD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Concurrent Investment Advisors, LLC time their BLBD position?

Based on 13F filing dates vs. subsequent BLBD price moves, Concurrent Investment Advisors, LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on BLBD relative to SPY over the holding period was +38.7%.

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