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The Brink's Company

BCO Industrials
$119.63 $-0.01 (-0.01%)
Market Cap: $4.97 B
Gurus Holding
6
Popularity Rank
#1174
% of Shares Held
4.96%
Net Activity (Q3 2025)
-$18.79 M

Guru Ownership Trend

Guru Analysis for The Brink's Company (BCO)

The Brink's Company (BCO), a key player in the Industrials sector, continues to attract institutional attention.

As of Q3 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $246.31 M.

Top institutional holders include John Rogers and HOTCHKIS & WILEY.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $18.79 M net outflow during the quarter.

Recent activity highlights Ray Dalio who increased their stake by 45.4%. Conversely, John Rogers reduced exposure by 11.4%.

Portfolio Manager % Portfolio Activity Shares Value Period
John Rogers John Rogers
1.53% Reduce -11.4% 1,225,787 $143.25 M Q3 2025
HOTCHKIS & WILEY HOTCHKIS & WILEY
0.15% Reduce -6.0% 417,476 $48.79 M Q3 2025
Cliff Asness Cliff Asness
0.01% Add 36.7% 198,659 $23.22 M Q3 2025
Renaissance Technologies Renaissance Technologies
0.03% Reduce -8.7% 176,632 $20.64 M Q3 2025
Ray Dalio Ray Dalio
0.01% Add 45.4% 26,405 $3.09 M Q3 2025
Mario Gabelli Mario Gabelli
0.02% Add 8.3% 13,981 $1.63 M Q3 2025

Key Holders

Top 5 by Value

John Rogers John Rogers
$143.25 M
HOTCHKIS & WILEY HOTCHKIS & WILEY
$48.79 M
Cliff Asness Cliff Asness
$23.22 M
Renaissance Technologies Renaissance Technologies
$20.64 M
Ray Dalio Ray Dalio
$3.09 M

Top 5 by Conviction

John Rogers John Rogers
1.53%
HOTCHKIS & WILEY HOTCHKIS & WILEY
0.15%
Renaissance Technologies Renaissance Technologies
0.03%
Mario Gabelli Mario Gabelli
0.02%
Cliff Asness Cliff Asness
0.01%

Recent Activity Breakdown (Q3 2025)

+$7.32 M
Total Buy Value
New Buys 0
Additions 3
-$26.11 M
Total Sell Value
Reductions 3
Sold Out 2

Guru Consensus (Q3 2025)

Based on recent activity
Net Sellers
5
Net Buyers
3

FAQs for The Brink's Company (BCO)

Top Guru holders include John Rogers ($143.25 M), HOTCHKIS & WILEY ($48.79 M), Cliff Asness ($23.22 M). Collectively, tracked Gurus hold 2.06 M shares.

Based on recent 13F filings, the sentiment is Negative (Net Sell). There was a net outflow of $18.79 M, with 3 Gurus buying and 5 Gurus selling.

In the recent quarter, 3 Gurus reduced their positions, and 2 Gurus sold out of BCO completely. Total sell value was $26.11 M.

Yes, 0 Gurus opened new positions in BCO, and 3 added to their existing holdings. Total buy value was $7.32 M.