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Blue Bird Corporation

BLBD Industrials
$66.3 +$1.48 (2.28%)
Market Cap: $2.1 B
Gurus Holding
11
Popularity Rank
#308
% of Shares Held
4.18%
Net Activity (Q1 2026)
-$2.85 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 Q1 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $87.71 M.

Top institutional holders include Cliff Asness and Renaissance Technologies (RenTech).

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $2.85 M net outflow during the quarter.

Recent activity highlights Ken Fisher who opened a new position. Conversely, Paul Tudor Jones reduced exposure by 71.5%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q1 2026)

+$8.41 M
Total Buy Value
New Buys 1
Additions 3
-$11.26 M
Total Sell Value
Reductions 7
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
7
Net Buyers
4

FAQs for Blue Bird Corporation (BLBD)

Major holders include Cliff Asness ($21.55 M), Renaissance Technologies (RenTech) ($20.87 M), Chuck Royce ($10.32 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 1.32 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $2.85 M, with 4 managers increasing positions and 7 managers reducing holdings.

During the most recent reporting period, 7 managers trimmed their positions, while 0 fully exited BLBD. The total reported sell value was $11.26 M.

Yes, 1 managers opened new positions in BLBD, and 3 increased their existing holdings. The total reported buy value was $8.41 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.01% Add 55.8% 379,497 $21.55 M Q1 2026
0.03% Reduce -11.5% 367,540 $20.87 M Q1 2026
0.10% Add 2.2% 181,747 $10.32 M Q1 2026
0.03% Add 0.7% 168,910 $9.59 M Q1 2026
0.03% Reduce -21.0% 57,615 $3.27 M Q1 2026
0.00% Reduce -40.7% 50,833 $2.89 M Q1 2026
0.00% Reduce -71.5% 35,405 $2.01 M Q1 2026
0.01% Reduce -15.7% 34,520 $1.96 M Q1 2026
0.01% Reduce -5.8% 20,296 $1.15 M Q1 2026
0.24% Reduce -15.1% 19,526 $1.11 M Q1 2026
0.00% New Buy 7,092 $402,808 Q1 2026
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