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Boise Cascade Company

BCC Materials
$77.66 +$5.86 (8.16%)
Market Cap: $2.73 B
Gurus Holding
7
Popularity Rank
#1026
% of Shares Held
2.02%
Net Activity (Q1 2026)
+$5.85 M

Guru Ownership Trend

Guru Analysis for Boise Cascade Company (BCC)

Boise Cascade Company (BCC), a key player in the Materials sector, continues to attract institutional attention.

As of Q1 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $55.33 M.

Top institutional holders include Renaissance Technologies (RenTech) and First Eagle Investment.

Institutional sentiment is currently Bullish. This is evidenced by a $5.85 M net inflow during the quarter.

Recent activity highlights Ray Dalio who opened a new position. Conversely, Renaissance Technologies (RenTech) reduced exposure by 14.9%.

Key Holders

Recent Activity Breakdown (Q1 2026)

+$12.38 M
Total Buy Value
New Buys 1
Additions 3
-$6.53 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
3
Net Buyers
4

FAQs for Boise Cascade Company (BCC)

Major holders include Renaissance Technologies (RenTech) ($18.25 M), First Eagle Investment ($12.92 M), Chuck Royce ($7.58 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 712,494 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $5.85 M, with 4 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited BCC. The total reported sell value was $6.53 M.

Yes, 1 managers opened new positions in BCC, and 3 increased their existing holdings. The total reported buy value was $12.38 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.03% Reduce -14.9% 240,549 $18.25 M Q1 2026
0.02% Add 21.2% 170,308 $12.92 M Q1 2026
0.07% Add 25.0% 100,000 $7.58 M Q1 2026
0.03% New Buy 94,971 $7.2 M Q1 2026
0.00% Add 39.9% 64,541 $4.9 M Q1 2026
0.73% 37,000 $2.81 M Q1 2026
0.00% Reduce -3.6% 5,125 $388,731 Q1 2026
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