WESTWOOD HOLDINGS GROUP INC BLBD — BLUE BIRD CORP

Ownership history in WESTWOOD HOLDINGS GROUP INC  ·  9 quarters on record

AI Ownership Summary

WESTWOOD HOLDINGS GROUP INC reported BLUE BIRD CORP (BLBD) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.85% in 2025 Q2. The latest visible filing shows BLBD at 0.68% 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 WESTWOOD HOLDINGS GROUP INC'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 0.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.85% in 2025 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 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.

BLBD stock page WESTWOOD HOLDINGS GROUP INC fund profile WESTWOOD HOLDINGS GROUP INC full holdings
How WESTWOOD HOLDINGS GROUP 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 12.7% +37.9% ❌ 1,654,770 -240,268 -12.7% 0.68% $94.0M 2026-05-15 $71.87
2025 Q4 ADDED — — — 1,895,038 +235,363 +14.2% 0.72% $89.1M 2026-02-17 $59.99
2025 Q3 REDUCED 25.7% -13.0% ✅ 1,659,675 -575,203 -25.7% 0.68% $95.5M 2025-11-14 $51.17
2025 Q2 REDUCED 7.0% +33.2% ❌ 2,234,878 -167,336 -7.0% 0.85% $96.5M 2025-08-08 $55.34
2025 Q1 ADDED — — — 2,402,214 +468,936 +24.3% 0.59% $77.8M 2025-05-09 $37.94
2024 Q4 ADDED — — — 1,933,278 +241,117 +14.2% 0.57% $74.7M 2025-02-14 $36.35
2024 Q3 ADDED — — — 1,692,161 +383,151 +29.3% 0.34% $81.2M 2024-11-14 $38.35
2024 Q2 REDUCED 40.1% -10.9% ✅ 1,309,010 -877,153 -40.1% 0.33% $70.5M 2024-08-13 $47.97
2024 Q1 INITIATED — — — 2,186,163 — — 0.66% $83.8M 2024-05-14 $50.26

🏢 Other funds also holding BLBD

As of 2026 Q2 — sorted by position size

DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 3Y 7Y 1.99% SummerHaven Investment Management, LLC 3Y 0.71% Keeler Thomas Management LLC 3Y 7Y 0.64% Insight Wealth Strategies, LLC 3Y 7Y 0.48% North Star Investment Management Corp. 3Y 7Y 0.47% Stirlingshire Investments, Inc. 0.41% Olstein Capital Management, L.P. 3Y 7Y 0.24% Somerset Trust Co 3Y 7Y 0.24% HUDSON EDGE INVESTMENT PARTNERS INC. 3Y 7Y 0.2% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.07%

FAQ About WESTWOOD HOLDINGS GROUP 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 WESTWOOD HOLDINGS GROUP INC reported owning BLBD?

WESTWOOD HOLDINGS GROUP INC reported BLBD across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported BLBD position in WESTWOOD HOLDINGS GROUP INC's portfolio?

The largest reported portfolio weight for BLBD was 0.85% in 2025 Q2.

What is the latest reported BLBD position on this page?

The most recent filing on this page is 2026 Q1, when WESTWOOD HOLDINGS GROUP INC reported 1,654,770 shares, equal to 0.68% of portfolio, with an estimated market value of $94.0M.

What does the chart on this BLBD ownership page compare?

The chart compares WESTWOOD HOLDINGS GROUP 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 WESTWOOD HOLDINGS GROUP INC time their BLBD position?

Based on 13F filing dates vs. subsequent BLBD price moves, WESTWOOD HOLDINGS GROUP INC correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on BLBD relative to SPY over the holding period was -0.6%.

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