SEC 13F Intelligence

325 Capital LLC / BLBD

325 Capital LLC’s Blue Bird Corp Position

Does 325 Capital LLC own Blue Bird Corp (BLBD)? Yes679.8K shares worth $39M (+14.07% of its 13F portfolio) as of Q1 2026.

Position Value
$39M
Q1 2026
Shares
679.8K
% of Portfolio
+14.07%
Quarters Held
18
currently held

Position History BLBD

Reported value by quarter
Q4 ’21: $4MQ4 ’21Q1 ’22: $20MQ2 ’22: $11MQ3 ’22: $10MQ3 ’22Q4 ’22: $13MQ1 ’23: $24MQ2 ’23: $27MQ2 ’23Q3 ’23: $25MQ4 ’23: $31MQ1 ’24: $45MQ1 ’24Q2 ’24: $45MQ3 ’24: $39MQ4 ’24: $31MQ4 ’24Q1 ’25: $25MQ2 ’25: $33MQ3 ’25: $44MQ3 ’25Q4 ’25: $32MQ1 ’26: $39Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026679.8K$39M+14.07%
Q4 2025679.8K$32M+11.20%
Q3 2025773.2K$44M+13.52%
Q2 2025773.2K$33M+13.17%
Q1 2025773.2K$25M+10.37%
Q4 2024811.8K$31M+12.12%
Q3 2024811.8K$39M+16.48%
Q2 2024838.5K$45M+18.96%
Q1 20241.16M$45M+20.61%
Q4 20231.16M$31M+15.55%
Q3 20231.18M$25M+20.86%
Q2 20231.18M$27M+17.54%
Q1 20231.18M$24M+21.14%
Q4 20221.18M$13M+13.73%
Q3 20221.18M$10M+11.54%
Q2 20221.18M$11M+10.12%
Q1 20221.07M$20M+15.27%
Q4 2021262.3K$4M+4.03%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See 325 Capital LLC’s full portfolio or all institutional holders of BLBD.