What smart money is saying about BlueLinx Holdings
2 funds in our archive have pitched BlueLinx Holdings, most recently Third Avenue Small-Cap Value Fund in June 2026.
BlueLinx Holdings Inc., operating alongside its various divisions, is a prominent supplier of construction materials for both residential and commercial projects across the U.S. Its extensive product portfolio encompasses a range of specialized items such as engineered wood, industrial components, cedar, trim, cladding, various metal products, and insulation materials. Additionally, it provides essential structural commodities like lumber, plywood, oriented strand boards (OSB), rebar, and diverse timber products, predominantly utilized for foundational support in building endeavors. Beyond material supply, BlueLinx delivers a suite of beneficial services and strategic solutions to both its clientele and vendor partners. Reaching a diverse client base, including independent dealers, specialized distributors, major home improvement retailers, and pre-fabricated housing manufacturers, the firm leverages an expansive logistics network of strategically located distribution facilities. Established in 2004, BlueLinx Holdings Inc. maintains its corporate headquarters in Marietta, Georgia.
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Position history
Between Q1 2025 and Q3 2026, 4 fund letters reported a position in BlueLinx Holdings, with 1 buy (opened or added) and 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1 | 0 |
| Q2 2026 | 1 | 0 | 0 | 1 |
| Q1 2026 | 1 | 1 | 0 | 0 |
| Q4 2025 | 1 | 0 | 0 | 0 |
| Q1 2025 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 4 positions · 2 moves
- September 2026
“Finally, the fund also exited its position in BlueLinx Holdings.”
BlueLinx Holdings - June 2026
“The Fund has also recently established positions in deeply depressed building products distribution companies Boise Cascade and BlueLinx Holdings.”
BlueLinx Holdings - New positionThird Avenue Small-Cap Value FundMarch 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.”
BlueLinx Holdings - December 2025
“The largest negative performance contributions this quarter derived from Atlanta Braves Holdings, FivePoint Holdings and BlueLinx Holdings.”
BlueLinx Holdings
Fund coverage · 2 theses
- Third Avenue Small-Cap Value FundJune 2026
BlueLinx Holdings is a deeply depressed building products distribution company with attractive network assets and consolidation optionality.
Read the full thesis - Third Avenue Small Cap Value FundMarch 2025
BlueLinx Holdings Inc. is a distribution business with a strong cash flow and net cash balance sheet, positioned to enhance operating margins and attract consolidation opportunities despite recent stock declines due to housing market concerns.
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