Blue Bird Corporation

BLBD Industrials
$51.01 +$0.65 (1.29%)
Market Cap: $1.62 B
Gurus Holding
8
Popularity Rank
#726
% of Shares Held
3.86%
Net Activity (Q3 2025)
+$18.86 M

Guru Ownership Trend

Guru Analysis for Blue Bird Corporation (BLBD)

Blue Bird Corporation (BLBD), a key player in the Industrials sector, continues to attract institutional attention.

As of Q3 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $62.37 M.

Top institutional holders include Renaissance Technologies and Cliff Asness.

Institutional sentiment is currently Bullish. This is evidenced by a $18.86 M net inflow during the quarter.

Recent activity highlights Renaissance Technologies who increased their stake by 169.2%. Conversely, Robert Olstein reduced exposure by 51.4%.

Portfolio Manager % Portfolio Activity Shares Value Period
0.03% Add 169.2% 349,840 $20.13 M Q3 2025
0.01% Reduce -5.8% 231,473 $13.32 M Q3 2025
0.02% New Buy 189,964 $10.93 M Q3 2025
0.03% Reduce -13.4% 169,380 $9.75 M Q3 2025
0.09% Add 19.4% 162,817 $9.37 M Q3 2025
0.05% Reduce -35.0% 88,750 $5.11 M Q3 2025
0.27% Reduce -51.4% 24,797 $1.43 M Q3 2025
0.00% New Buy 5,673 $326,481 Q3 2025

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q3 2025)

+$25.44 M
Total Buy Value
New Buys 2
Additions 2
-$6.58 M
Total Sell Value
Reductions 4
Sold Out 0

Guru Consensus (Q3 2025)

Based on recent activity
Net Sellers
4
Net Buyers
4

FAQs for Blue Bird Corporation (BLBD)

Top Guru holders include Renaissance Technologies ($20.13 M), Cliff Asness ($13.32 M), Paul Tudor Jones ($10.93 M). Collectively, tracked Gurus hold 1.22 M shares.

Based on recent 13F filings, the sentiment is Positive (Net Buy). There was a net inflow of $18.86 M, with 4 Gurus buying and 4 Gurus selling.

In the recent quarter, 4 Gurus reduced their positions, and 0 Gurus sold out of BLBD completely. Total sell value was $6.58 M.

Yes, 2 Gurus opened new positions in BLBD, and 2 added to their existing holdings. Total buy value was $25.44 M.