Cliff Asness's BLBD Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 379,497 shares of Blue Bird Corporation (BLBD) worth $21.55 M, representing 0.01% of the portfolio. First purchased in 2020-Q1, this medium-term investment has been held for 20 quarters.
Based on 13F filings, Cliff Asness has maintained a strategic position in BLBD, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2023, adding 161,999 shares. Largest reduction occurred in Q2 2024, reducing 113,248 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Blue Bird Corporation (BLBD) Holding Value Over Time
Track share changes against reported price movement
Quarterly Blue Bird Corporation (BLBD) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +135,936 | Add 55.81% | 379,497 | $56.79 |
| Q4 2025 | +12,088 | Add 5.22% | 243,561 | $47.00 |
| Q3 2025 | -14,244 | Reduce 5.80% | 231,473 | $57.55 |
| Q2 2025 | -25,072 | Reduce 9.26% | 245,717 | $43.16 |
| Q1 2025 | +31,618 | Add 13.22% | 270,789 | $32.37 |
| Q4 2024 | +35,367 | Add 17.35% | 239,171 | $38.63 |
| Q3 2024 | -10,825 | Reduce 5.04% | 203,804 | $47.96 |
| Q2 2024 | -113,248 | Reduce 34.54% | 214,629 | $53.85 |
| Q1 2024 | -42,878 | Reduce 11.57% | 327,877 | $38.34 |
| Q4 2023 | +31,442 | Add 9.27% | 370,755 | $26.96 |
| Q3 2023 | +94,770 | Add 38.75% | 339,313 | $21.35 |
| Q2 2023 | +161,999 | Add 196.26% | 244,543 | $22.48 |
| Q1 2023 | +82,544 | New Buy | 82,544 | $20.43 |
| Q3 2021 | -37,939 | Sold Out | 0 | $0.00 |
| Q2 2021 | -9,520 | Reduce 20.06% | 37,939 | $24.86 |
| Q1 2021 | +30,402 | Add 178.24% | 47,459 | $25.03 |
| Q4 2020 | -20,441 | Reduce 54.51% | 17,057 | $18.23 |
| Q3 2020 | +22,143 | Add 144.21% | 37,498 | $12.16 |
| Q2 2020 | -9,749 | Reduce 38.83% | 15,355 | $14.98 |
| Q1 2020 | +25,104 | New Buy | 25,104 | $10.91 |
Cliff Asness's Blue Bird Corporation Investment FAQs
Cliff Asness first purchased Blue Bird Corporation (BLBD) in Q1 2020, acquiring 25,104 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 Blue Bird Corporation (BLBD) for 20 quarters since Q1 2020.
Cliff Asness's largest addition to Blue Bird Corporation (BLBD) was in Q2 2023, adding 244,543 shares worth $5.5 M.
According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 379,497 shares of Blue Bird Corporation (BLBD), valued at approximately $21.55 M.
As of the Q1 2026 filing, Blue Bird Corporation (BLBD) represents approximately 0.01% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Blue Bird Corporation (BLBD) was 379,497 shares, as reported at the end of Q1 2026.