Ticker · CUSIP 095306106

BLBD

BLUE BIRD CORP

Industrials·Farm & Heavy Construction Machinery

···Share

Holders (tracked)

Combined shares

3,259,282

Combined value

$153.19M

Last close

$61.76

Quarter

2025Q4

Price is +31.4% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$61.76+28.05 (+83.21%)H $64.91 · L $33.71 · Avg Vol 459K

Tracked holders · last 8 quarters

+2 vs previous quarter over the last 8.

SEC event timeline

20 events

Wellington Management added2026-02-17
+8,430 shares · 2025Q4
Position
D.E. Shaw & Co. added2026-02-17
+23,583 shares · 2025Q4
Position
Ken Griffin (Citadel Advisors) trimmed2026-02-17
−55,987 shares · 2025Q4
Position
Two Sigma Investments added2026-02-17
+92,001 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) added2026-02-17
+24,881 shares · 2025Q4
Position
Steve Cohen (Point72) opened position2026-02-17
+85,726 shares · 2025Q4
Position
AQR Capital Management added2026-02-17
+12,088 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) opened position2026-02-17
+124,397 shares · 2025Q4
Position
T. Rowe Price added2026-02-17
+17,865 shares · 2025Q4
Position
Renaissance Technologies added2026-02-12
+65,600 shares · 2025Q4
Position
Mario Gabelli (GAMCO) trimmed2026-02-05
−15,850 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) trimmed2025-11-14
−379,887 shares · 2025Q3
Position
Two Sigma Investments trimmed2025-11-14
−31,092 shares · 2025Q3
Position
T. Rowe Price added2025-11-14
+29,897 shares · 2025Q3
Position
Wellington Management trimmed2025-11-14
−218,707 shares · 2025Q3
Position
AQR Capital Management trimmed2025-11-14
−14,244 shares · 2025Q3
Position
D.E. Shaw & Co. added2025-11-14
+359,735 shares · 2025Q3
Position
Renaissance Technologies added2025-11-13
+219,904 shares · 2025Q3
Position
Mario Gabelli (GAMCO) trimmed2025-11-12
−47,735 shares · 2025Q3
Position
Norges Bank (Norway SWF) exited2025-11-12
−32,100 shares · 2024Q3
Position

Insider activity

No insider transactions in the last 30 days.

View full insider history for BLBD →

Follow-the-investor returns

If you'd copied each holder of BLBD…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
Mario Gabelli (GAMCO)	2023Q3	$22.07	+179.8%	$4.5M
Wellington Management	2020Q2	$23.62	+161.5%	$64.7M
AQR Capital Management	2020Q1	$26.52	+132.9%	$15.0M
Steve Cohen (Point72)	2023Q2	$34.43	+79.4%	$5.3M
T. Rowe Price	2016Q4	$36.30	+70.1%	$10.2M
Two Sigma Investments	2016Q3	$37.67	+63.9%	$16.6M
Izzy Englander (Millennium Mgmt)	2016Q3	$41.83	+47.6%	$13.8M
Paul Tudor Jones (Tudor Investment)	2016Q1	$45.68	+35.2%	$7.7M
D.E. Shaw & Co.	2018Q1	$47.22	+30.8%	$34.1M
D.E. Shaw & Co.	2018Q1	$47.22	+30.8%	$34.1M
Renaissance Technologies	2016Q3	$49.44	+24.9%	$25.7M
Ken Griffin (Citadel Advisors)	2017Q3	$54.04	+14.3%	$753K
Ken Griffin (Citadel Advisors)	2017Q3	$54.04	+14.3%	$753K
Ken Griffin (Citadel Advisors)	2017Q3	$54.04	+14.3%	$753K

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions2

Paul Tudor Jones (Tudor Investment)
+124,397
$5.8M
Steve Cohen (Point72)
+85,726
$4.0M

Added to7

Two Sigma Investments
+92,001
$4.3M
Renaissance Technologies
+65,600
$3.1M
Izzy Englander (Millennium Mgmt)
+24,881
$1.2M
D.E. Shaw & Co.
+23,583
$1.1M
AQR Capital Management
+12,088
$568K
Wellington Management
+8,430
$396K
T. Rowe Price
+17,865
$840

Trimmed2

Ken Griffin (Citadel Advisors)
−55,987
$2.6M
Mario Gabelli (GAMCO)
−15,850
$745K

Exited0

—

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2022Q1	7	4,991,072	$93.9M	—
2022Q2	7	4,894,636	$45.1M	—
2022Q3	6	2,995,487	$25.0M	-1
2022Q4	8	3,287,453	$35.2M	+2
2023Q1	11	3,268,230	$66.8M	+3
2023Q2	14	5,678,202	$127.6M	+3
2023Q3	12	3,124,980	$66.7M	-2
2023Q4	12	4,793,904	$129.2M	—
2024Q1	12	5,366,724	$205.8M	—
2024Q2	13	5,478,922	$295.0M	+1
2024Q3	14	2,944,792	$141.2M	+1
2024Q4	12	2,368,111	$91.5M	-2
2025Q1	14	3,604,068	$116.7M	+2
2025Q2	11	3,055,634	$131.9M	-3
2025Q3	12	2,910,948	$167.5M	+1
2025Q4	14	3,259,282	$153.2M	+2

Congress members trading this stock

Date	Member	Type	Amount range	Filing
2025-04-07	Julie Johnson	Sell	$1K – $15K	PDF ↗

Who owns BLBD

14 super-investors · 2025Q4

Tracked stake

3.26M

Combined value

$153M

% of shares outstanding

—

shares-out unknown

Quarter action mix

New2Added8Trim4

#	Manager	Shares	Value	% of book	Last action
1	Wellington Management	1.05M	$49M	0.0%	Added+8.4K
2	D.E. Shaw & Co.	551.6K	$26M	0.0%	Added+23.6K
3	Renaissance Technologies	415.4K	$20M	0.0%	Added+65.6K
4	Two Sigma Investments	268.5K	$13M	0.0%	Added+92.0K
5	AQR Capital Management	243.6K	$11M	0.0%	Added+12.1K
6	Izzy Englander Millennium Mgmt	223.4K	$11M	0.0%	Added+24.9K
7	T. Rowe Price	165.2K	$8M	0.0%	Added+17.9K
8	Paul Tudor Jones Tudor Investment	124.4K	$6M	0.0%	New+124.4K
9	Steve Cohen Point72	85.7K	$4M	0.0%	New+85.7K
10	Mario Gabelli GAMCO	72.9K	$3M	0.0%	Trim−15.8K
11	Ken Griffin Citadel Advisors	18.4K	$864K	0.0%	Trim−56.0K
12	Ken Griffin Citadel Advisors	18.1K	$851K	0.0%	Trim−56.0K
13	Ken Griffin Citadel Advisors	12.2K	$573K	0.0%	Trim−56.0K
14	D.E. Shaw & Co.	11.7K	$550K	0.0%	Added+23.6K

Recent moves

20 transactions

TRIMKen Griffin (Citadel Advisors)
−55,987 · 2025Q4
ADDWellington Management
+8,430 · 2025Q4
ADDTwo Sigma Investments
+92,001 · 2025Q4
ADDT. Rowe Price
+17,865 · 2025Q4
NEWSteve Cohen (Point72)
+85,726 · 2025Q4
ADDAQR Capital Management
+12,088 · 2025Q4
NEWPaul Tudor Jones (Tudor Investment)
+124,397 · 2025Q4
ADDD.E. Shaw & Co.
+23,583 · 2025Q4
ADDIzzy Englander (Millennium Mgmt)
+24,881 · 2025Q4
ADDRenaissance Technologies
+65,600 · 2025Q4
TRIMMario Gabelli (GAMCO)
−15,850 · 2025Q4
ADDD.E. Shaw & Co.
+359,735 · 2025Q3
ADDT. Rowe Price
+29,897 · 2025Q3
TRIMWellington Management
−218,707 · 2025Q3
TRIMIzzy Englander (Millennium Mgmt)
−379,887 · 2025Q3
TRIMAQR Capital Management
−14,244 · 2025Q3
TRIMTwo Sigma Investments
−31,092 · 2025Q3
ADDRenaissance Technologies
+219,904 · 2025Q3
TRIMMario Gabelli (GAMCO)
−47,735 · 2025Q3
SOLDNorges Bank (Norway SWF)
−32,100 · 2024Q3

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