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The Brink's Company

BCO Industrials
$114.27 $-0.28 (-0.24%)
Market Cap: $4.71 B
Gurus Holding
9
Popularity Rank
#633
% of Shares Held
4.11%
Net Activity (Q2 2026)
-$27.57 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 Q2 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $193.28 M.

Top institutional holders include John Rogers and HOTCHKIS & WILEY.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $27.57 M net outflow during the quarter.

Recent activity highlights Jefferies Group who opened a new position. Conversely, Mario Gabelli reduced exposure by 66.7%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$5.09 M
Total Buy Value
New Buys 1
Additions 2
-$32.66 M
Total Sell Value
Reductions 4
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
6
Net Buyers
3

FAQs for The Brink's Company (BCO)

Major holders include John Rogers ($86.11 M), HOTCHKIS & WILEY ($46.52 M), Cliff Asness ($10.63 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 1.69 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $27.57 M, with 3 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 2 fully exited BCO. The total reported sell value was $32.66 M.

Yes, 1 managers opened new positions in BCO, and 2 increased their existing holdings. The total reported buy value was $5.09 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.86% Reduce -1.3% 911,321 $86.11 M Q2 2026
0.14% Add 20.8% 448,923 $46.52 M Q1 2026
0.00% Reduce -48.6% 115,808 $10.63 M Q2 2026
0.04% Add 89.2% 95,752 $9.05 M Q2 2026
0.01% Reduce -26.9% 93,932 $8.88 M Q2 2026
0.00% Add 66.8% 13,883 $1.31 M Q2 2026
0.00% Reduce -66.7% 5,646 $533,491 Q2 2026
0.00% New Buy 3,005 $311,408 Q1 2026
0.00% New Buy 3,187 $301,140 Q2 2026
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