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What smart money is saying about BlueLinx HoldingsUnited States flag

BXC · Industrials · Industrial - Distribution · Market cap $598M

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

Company profile

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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2
Reported positions
1
Bought
0
Sold
3
Letters

Position history

Between Q1 2025 and Q2 2026, 2 fund letters reported a position in BlueLinx Holdings1 opened or added to the position.

Fund letters reporting a position in BlueLinx Holdings, by quarter
QuarterLettersBoughtSoldTheses
Q2 20261001
Q1 20261100
Q1 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.
    BlueLinx Holdings
  • 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.
    BlueLinx Holdings

Fund coverage · 2 theses

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