Cliff Asness's BCC Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 37,429 shares of Boise Cascade Company (BCC) worth $2.89 M, representing 0.00% of the portfolio. First purchased in 2014-Q4, this long-term strategic position has been held for 44 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in BCC, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2017, adding 107,745 shares. Largest reduction occurred in Q3 2023, reducing 61,721 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Boise Cascade Company (BCC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Boise Cascade Company (BCC) Trades by Cliff Asness
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2014 | +41,200 | New Buy | 41,200 | $37.16 |
| Q1 2015 | +7,464 | Add 18.12% | 48,664 | $37.46 |
| Q2 2015 | +33,925 | Add 69.71% | 82,589 | $36.68 |
| Q3 2015 | -9,175 | Reduce 11.11% | 73,414 | $25.23 |
| Q4 2015 | -14,475 | Reduce 19.72% | 58,939 | $25.52 |
| Q1 2016 | -4,156 | Reduce 7.05% | 54,783 | $20.72 |
| Q2 2016 | -14,056 | Reduce 25.66% | 40,727 | $22.96 |
| Q3 2016 | -22,373 | Reduce 54.93% | 18,354 | $25.39 |
| Q4 2016 | -6,684 | Reduce 36.42% | 11,670 | $22.54 |
| Q1 2017 | -11,670 | Sold Out | 11,670 | $0.00 |
| Q2 2017 | +14,202 | New Buy | 14,202 | $30.42 |
| Q3 2017 | +8,527 | Add 60.04% | 22,729 | $34.89 |
| Q4 2017 | +107,745 | Add 474.04% | 130,474 | $39.90 |
| Q1 2018 | +53,328 | Add 40.87% | 183,802 | $38.60 |
| Q2 2018 | +100,220 | Add 54.53% | 284,022 | $44.70 |
| Q3 2018 | -11,917 | Reduce 4.20% | 272,105 | $36.80 |
| Q4 2018 | -61,044 | Reduce 22.43% | 211,061 | $23.85 |
| Q1 2019 | -37,681 | Reduce 17.85% | 173,380 | $26.76 |
| Q2 2019 | -3,745 | Reduce 2.16% | 169,635 | $28.11 |
| Q3 2019 | -6,631 | Reduce 3.91% | 163,004 | $32.59 |
| Q4 2019 | -9,471 | Reduce 5.81% | 153,533 | $36.53 |
| Q1 2020 | +94,574 | Add 61.60% | 248,107 | $23.78 |
| Q2 2020 | -36,312 | Reduce 14.64% | 211,795 | $37.61 |
| Q3 2020 | -60,843 | Reduce 28.73% | 150,952 | $39.92 |
| Q4 2020 | -42,532 | Reduce 28.18% | 108,420 | $47.80 |
| Q1 2021 | +1,758 | Add 1.62% | 110,178 | $59.83 |
| Q2 2021 | -1,116 | Reduce 1.01% | 109,062 | $58.35 |
| Q3 2021 | -1,039 | Reduce 0.95% | 108,023 | $53.98 |
| Q4 2021 | -3,670 | Reduce 3.40% | 104,353 | $71.20 |
| Q1 2022 | -7,389 | Reduce 7.08% | 96,964 | $69.47 |
| Q2 2022 | +11,437 | Add 11.80% | 108,401 | $59.49 |
| Q3 2022 | +73,021 | Add 67.36% | 181,422 | $59.46 |
| Q4 2022 | +30,472 | Add 16.80% | 211,894 | $68.67 |
| Q1 2023 | +12,565 | Add 5.93% | 224,459 | $63.25 |
| Q2 2023 | -33,358 | Reduce 14.86% | 191,101 | $90.35 |
| Q3 2023 | -61,721 | Reduce 32.30% | 129,380 | $103.04 |
| Q4 2023 | -41,391 | Reduce 31.99% | 87,989 | $129.36 |
| Q1 2024 | -38,961 | Reduce 44.28% | 49,028 | $153.37 |
| Q2 2024 | -6,814 | Reduce 13.90% | 42,214 | $119.22 |
| Q3 2024 | -5,379 | Reduce 12.74% | 36,835 | $140.98 |
| Q4 2024 | -3,162 | Reduce 8.58% | 33,673 | $118.86 |
| Q1 2025 | +2,966 | Add 8.81% | 36,639 | $98.09 |
| Q2 2025 | -6,320 | Reduce 17.25% | 30,319 | $86.82 |
| Q3 2025 | +7,110 | Add 23.45% | 37,429 | $77.32 |
Cliff Asness's Boise Cascade Company Investment FAQs
Cliff Asness first purchased Boise Cascade Company (BCC) in Q4 2014, acquiring 41,200 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Boise Cascade Company (BCC) for 44 quarters since Q4 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's largest addition to Boise Cascade Company (BCC) was in Q4 2017, adding 130,474 shares worth $5.21 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 37,429 shares of Boise Cascade Company (BCC), valued at approximately $2.89 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Boise Cascade Company (BCC) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's peak holding in Boise Cascade Company (BCC) was 284,022 shares, as reported at the end of Q2 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.