River Road Asset Management, LLC BXC — BlueLinx Holdings Inc.

Ownership history in River Road Asset Management, LLC  ·  6 quarters on record

AI Ownership Summary

River Road Asset Management, LLC reported BlueLinx Holdings Inc. (BXC) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.21% in 2025 Q1. The latest visible filing shows BXC at 0.15% 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 BXC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was River Road Asset Management, LLC's position in BlueLinx Holdings Inc., 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

BXC was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2025 Q1

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

Time in book
Holding Window
2024 Q4 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.

BXC stock page River Road Asset Management, LLC fund profile River Road Asset Management, LLC full holdings
How River Road Asset Management, LLC held BXC — position size vs. price
% of Fund (quarterly)    BXC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 243,914 +3,414 +1.4% 0.15% $13.2M 2026-04-30 $52.96
2025 Q4 ADDED — — — 240,500 +21,640 +9.9% 0.16% $14.8M 2026-02-24 $70.18
2025 Q3 ADDED — — — 218,860 +1,730 +0.8% 0.18% $16.0M 2025-11-12 $57.73
2025 Q2 ADDED — — — 217,130 +8,967 +4.3% 0.20% $15.9M 2025-08-13 $78.72
2025 Q1 ADDED — — — 208,163 +134,347 +182.0% 0.21% $15.6M 2025-05-13 $73.77
2024 Q4 INITIATED — — — 73,816 — — 0.10% $7.5M 2025-02-07 $102.89

🏢 Other funds also holding BXC

As of 2026 Q1 — sorted by position size

HARBOR CAPITAL ADVISORS, INC. 3Y 0.14% LongView Wealth Management 0.11% Brooklyn Investment Group 0.02% Versant Capital Management, Inc 3Y 7Y 0.01% Marex Group plc 0.01% AlphaQuest LLC 0.0% Concurrent Investment Advisors, LLC 0.0% EXCHANGE TRADED CONCEPTS, LLC 3Y 0.0% FIFTH THIRD BANCORP 3Y 7Y 0.0% SG Americas Securities, LLC 3Y 7Y 0.0%

FAQ About River Road Asset Management, LLC and BXC

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

How long has River Road Asset Management, LLC reported owning BXC?

River Road Asset Management, LLC reported BXC across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported BXC position in River Road Asset Management, LLC's portfolio?

The largest reported portfolio weight for BXC was 0.21% in 2025 Q1.

What is the latest reported BXC position on this page?

The most recent filing on this page is 2026 Q1, when River Road Asset Management, LLC reported 243,914 shares, equal to 0.15% of portfolio, with an estimated market value of $13.2M.

What does the chart on this BXC ownership page compare?

The chart compares River Road Asset Management, LLC's quarterly BXC 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 River Road Asset Management, LLC time their BXC position?

Based on 13F filing dates vs. subsequent BXC price moves, River Road Asset Management, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on BXC relative to SPY over the holding period was -50.4%.

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