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What smart money is saying about BlueLinx Holdings Inc.United States flag

BXC · Industrials · Construction · Market cap $500M

1 fund in our archive has pitched BlueLinx Holdings Inc. — most recently Third Avenue Small Cap Value Fund in March 2025.

Company profile

BlueLinx Holdings Inc., together with its subsidiaries, distributes residential and commercial building products in the United States. The company distributes specialty products comprising engineered wood, industrial products, cedar, moulding, siding, metal, and insulation products; and structural products include lumber, plywood, oriented strand boards, rebars and remesh, spruce, and other wood products primarily that are used for structural support in construction projects. It also provides various value-added services and solutions to customers and suppliers. The company serves dealers, specialty distributors, national home centers, and manufactured housing customers through a network of distribution centers. BlueLinx Holdings Inc. was incorporated in 2004 and is headquartered in Marietta, Georgia.

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Fund coverage · 1 thesis

  • Third Avenue Small Cap Value Fund
    March 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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