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What smart money is saying about Boise CascadeUnited States flag

BCC · Basic Materials · Paper, Lumber & Forest Products · Market cap $2.67B

2 funds in our archive have pitched Boise Cascade — most recently Third Avenue Small-Cap Value Fund in June 2026.

Company profile

Boise Cascade Company (BCC) is a prominent producer of timber goods and a distributor of construction supplies, operating across both the United States and Canada. Its operations are primarily structured into two distinct divisions: Wood Products and Building Materials Distribution. The Wood Products division is responsible for manufacturing various timber-based items, including laminated veneer lumber (LVL) and glued laminated beams, which are crucial for headers and support structures. It also produces I-joists, utilized in flooring and roofing systems for both residential and commercial projects, as well as other structural applications. Furthermore, this segment creates a range of plywood panels—structural, decorative, and industrial—along with ponderosa pine lumber products. These manufactured goods find application in diverse areas, such as new home construction, renovation and remodeling projects, light commercial building, and various industrial settings. The sales channels for these items include wholesale distributors, DIY retailers, independent lumberyards, and industrial processing companies. In contrast, the Building Materials Distribution division focuses on supplying a comprehensive array of construction materials. This inventory comprises oriented strand board (OSB), plywood, and traditional lumber, alongside a broad selection of general building supplies like siding, composite decking, doors, metal components, insulation, and roofing materials, in addition to specialized engineered wood products. This distribution arm supplies its offerings to building material dealers, home improvement retailers, and specialized distributors. Established in 2004, the firm maintains its corporate headquarters in Boise, Idaho.

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Summarize with Warren AI
2
Reported positions
1
Bought
0
Sold
3
Letters

Position history

Between Q3 2025 and Q2 2026, 2 fund letters reported a position in Boise Cascade — 1 opened or added to the position.

Fund letters reporting a position in Boise Cascade, by quarter
QuarterLettersBoughtSoldTheses
Q2 20261001
Q1 20261100
Q3 20250001

Fund activity · 2 positions · 1 move

  • “The Fund has also recently established positions in deeply depressed building products distribution companies Boise Cascade and BlueLinx Holdings.”
    Boise Cascade
  • March 2026
    “Meanwhile, a continuing slowdown in new residential construction compounded woes from a longer running dearth of existing home transactions, which drives renovation activity, leading to a severe recession for residential building products. The Fund initiated investments in BlueLinx and Boise Cascade in response.”
    Boise Cascade

Fund coverage · 2 theses

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