DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC BLBD — Blue Bird Corporation

Ownership history in DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC  ·  15 quarters on record

AI Ownership Summary

DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC reported Blue Bird Corporation (BLBD) in 15 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 2.1% in 2024 Q2. The latest visible filing shows BLBD at 1.99% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BLBD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC's position in Blue Bird Corporation, 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 Q2

BLBD was reported at 1.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.1% in 2024 Q2

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

BLBD stock page DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC fund profile DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC full holdings
How DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 604,597 -15,747 -2.5% 1.99% $48K 2026-07-27 $76.04
2026 Q1 REDUCED — — — 620,344 -6,401 -1.0% 1.69% $35K 2026-04-27 $64.46
2025 Q4 REDUCED — — — 626,745 -13,608 -2.1% 1.43% $29.5M 2026-01-27 $50.61
2025 Q3 REDUCED 22.2% -13.0% ✅ 640,353 -182,743 -22.2% 1.84% $36.9M 2025-10-28 $53.67
2025 Q2 ADDED — — — 823,096 +179,500 +27.9% 1.92% $35.5M 2025-07-28 $46.12
2025 Q1 ADDED — — — 643,596 +2,331 +0.4% 1.21% $20.8M 2025-04-29 $35.35
2024 Q4 ADDED — — — 641,265 +5,345 +0.8% 1.42% $24.8M 2025-01-24 $37.50
2024 Q3 ADDED — — — 635,920 +2,598 +0.4% 1.74% $30.5M 2024-10-28 $42.46
2024 Q2 REDUCED 23.3% -10.9% ✅ 633,322 -192,409 -23.3% 2.10% $34.1M 2024-07-29 $51.61
2024 Q1 REDUCED — — — 825,731 -2,608 -0.3% 1.93% $31.7M 2024-04-26 $33.97
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BLBD

As of 2026 Q2 — sorted by position size

CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD 3Y 43.58% 325 CAPITAL LLC 3Y 13.39% Quantedge Capital Pte Ltd 3Y 3.86% NEUMEIER POMA INVESTMENT COUNSEL LLC 3Y 7Y 3.5% Prospect Capital Advisors, LLC 3Y 7Y 3.38% GLOBEFLEX CAPITAL L P 3Y 7Y 2.0% Aurora Investment Counsel 3Y 7Y 1.18% OBERWEIS ASSET MANAGEMENT INC/ 3Y 7Y 0.86% De Lisle Partners LLP 0.8% WESTWOOD HOLDINGS GROUP INC 3Y 7Y 0.74%

FAQ About DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC and BLBD

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

How long has DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC reported owning BLBD?

DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC reported BLBD across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported BLBD position in DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC's portfolio?

The largest reported portfolio weight for BLBD was 2.10% in 2024 Q2.

What is the latest reported BLBD position on this page?

The most recent filing on this page is 2026 Q2, when DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC reported 604,597 shares, equal to 1.99% of portfolio, with an estimated market value of $48K.

What does the chart on this BLBD ownership page compare?

The chart compares DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC'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 DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC time their BLBD position?

Based on 13F filing dates vs. subsequent BLBD price moves, DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC correctly timed 7 out of 14 reported position changes (50%). The annualised alpha on BLBD relative to SPY over the holding period was +31.9%.

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