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The Brink's Company

BCO Industrials
$104.75 $-0.04 (-0.04%)
Market Cap: $4.31 B
Gurus Holding
10
Popularity Rank
#502
% of Shares Held
4.78%
Net Activity (Q1 2026)
+$8.15 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 Q1 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $206.39 M.

Top institutional holders include John Rogers and HOTCHKIS & WILEY.

Institutional sentiment is currently Bullish. This is evidenced by a $8.15 M net inflow during the quarter.

Recent activity highlights Steven Cohen who opened a new position. Conversely, Renaissance Technologies (RenTech) reduced exposure by 10.3%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$26.76 M
Total Buy Value
New Buys 3
Additions 3
-$18.61 M
Total Sell Value
Reductions 4
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
5
Net Buyers
6

FAQs for The Brink's Company (BCO)

Major holders include John Rogers ($95.65 M), HOTCHKIS & WILEY ($46.52 M), Cliff Asness ($23.33 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 1.97 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $8.15 M, with 6 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited BCO. The total reported sell value was $18.61 M.

Yes, 3 managers opened new positions in BCO, and 3 increased their existing holdings. The total reported buy value was $26.76 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.07% Reduce -10.2% 922,958 $95.65 M Q1 2026
0.14% Add 20.8% 448,923 $46.52 M Q1 2026
0.01% Reduce -7.5% 225,118 $23.33 M Q1 2026
0.02% New Buy 161,853 $16.77 M Q1 2026
0.02% Reduce -10.3% 128,532 $13.32 M Q1 2026
0.02% Add 24.7% 50,611 $5.24 M Q1 2026
0.02% Reduce -1.9% 16,946 $1.76 M Q1 2026
0.00% Add 31.7% 8,322 $862,409 Q1 2026
0.01% New Buy 4,000 $414,520 Q1 2026
0.00% New Buy 3,005 $311,408 Q1 2026
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Transaction
Value
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SEC Form