BXCNYSEWholesale-Lumber, Plywood, Millwork & Wood PanelsFiscal year ends January 2
BlueLinx Holdings Inc.
Financials through Q2 FY2026, quarter ended Jul 4, 2026Last filing: 10-Q on Aug 4, 2026
$72.49−1.13 (-1.53%)
Close on Oct 19, 2026
- Market cap
- $569.72M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
93.8%
7M of 8M shares
Institutional holders
158
36 new, 19 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
0 buys · 1 sales
Net sold $2.87M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Jeffrey L. Gendell | 739,523 | 9.40% | 13G (passive) amendment | Mar 31, 2026 |
| BlackRock, Inc. | 617,940 | 7.90% | 13G (passive) amendment | Mar 31, 2026 |
| Dimensional Fund Advisors LP | 554,458 | 6.30% | 13G (passive) | Dec 29, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BXC | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 934,571 | 11.89% | $57.83M | +75,665 | 0.00% |
| Gendell Jeffrey L | 764,406 | 9.72% | $47.30M | +24,883 | 0.42% |
| Dimensional Fund Advisors LP | 446,067 | 5.67% | $27.60M | −66,527 | 0.01% |
| Jb Capital Partners LP | 393,649 | 5.01% | $24.36M | – | 3.77% |
| Punch & Associates Investment Management, Inc. | 336,308 | 4.28% | $20.81M | +14,434 | 1.03% |
| Vanguard Capital Management LLC | 333,085 | 4.24% | $20.61M | −15,904 | 0.00% |
| Victory Capital Management Inc | 271,700 | 3.46% | $16.81M | +12,456 | 0.01% |
| River Road Asset Management, LLC | 232,918 | 2.96% | $14.41M | −10,996 | 0.16% |
| Charles Schwab Investment Management Inc | 219,620 | 2.79% | $13.59M | −61,169 | 0.00% |
| Geode Capital Management, LLC | 200,653 | 2.55% | $12.42M | +10,446 | 0.00% |
| State Street Corp | 176,921 | 2.25% | $10.95M | −16,943 | 0.00% |
| American Century Companies Inc | 172,258 | 2.19% | $10.66M | −7,784 | 0.00% |
| Jacobs Levy Equity Management, Inc | 169,923 | 2.16% | $10.51M | +43,794 | 0.04% |
| Mill Road Capital Management LLC | 134,964 | 1.72% | $8.35M | – | 4.12% |
| Arrowstreet Capital, Limited Partnership | 110,507 | 1.41% | $6.84M | +94,644 | 0.00% |
| Two Sigma Investments, LP | 104,205 | 1.33% | $6.45M | +15,919 | 0.00% |
| Divisadero Street Capital Management, LP | 103,141 | 1.31% | $6.38M | – | 0.14% |
| Goldman Sachs Group Inc | 91,574 | 1.17% | $5.67M | +27,334 | 0.00% |
| Meros Investment Management, LP | 87,181 | 1.11% | $5.39M | +16,911 | 1.71% |
| Essex Investment Management Co LLC | 86,593 | 1.10% | $5.36M | New | 0.70% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 158 | 7M | 93.8% | 36 / 60 | 47 / 19 | 1M | 1M |
| Q1 2026 | 145 | 8M | 95.8% | 30 / 51 | 44 / 18 | 1M | 1M |
| Q4 2025 | 136 | 8M | 100.0% | 19 / 52 | 48 / 28 | 1M | 1M |
| Q3 2025 | 145 | 8M | 98.8% | 20 / 56 | 47 / 18 | 1M | 1M |
| Q2 2025 | 144 | 8M | 96.4% | 15 / 46 | 58 / 30 | 1M | 1M |
| Q1 2025 | 161 | 8M | 100.0% | 23 / 53 | 65 / 36 | 1M | 1M |
| Q4 2024 | 175 | 8M | 97.5% | 28 / 54 | 62 / 18 | 1M | 1M |
| Q3 2024 | 167 | 8M | 97.4% | 21 / 54 | 68 / 20 | 2M | 1M |
| Q2 2024 | 169 | 8M | 100.0% | 22 / 70 | 51 / 33 | 1M | 1M |
| Q1 2024 | 181 | 8M | 100.0% | 39 / 49 | 65 / 25 | 1M | 1M |
| Q4 2023 | 168 | 8M | 100.0% | 27 / 62 | 56 / 17 | 1M | 1M |
| Q3 2023 | 162 | 8M | 100.0% | 21 / 71 | 47 / 25 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of BXC | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 236,475 | 3.01% | $14.63M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 201,299 | 2.56% | $12.46M | 0.02% | Jun 30, 2026 |
| Schwab Fundamental U.S. Small Company ETF | 152,268 | 1.94% | $7.92M | 0.09% | May 31, 2026 |
| Avantis U.S. Small Cap Value ETF | 151,930 | 1.93% | $7.90M | 0.03% | May 31, 2026 |
| AMG River Road Small Cap Value Fund | 136,332 | 1.73% | $7.39M | 0.74% | Jul 31, 2026 |
| U.S. Small Cap Value Portfolio | 103,486 | 1.32% | $5.61M | 0.03% | Jul 31, 2026 |
| Victory Integrity Small-Cap Value Fund | 94,677 | 1.20% | $5.86M | 0.51% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 88,461 | 1.13% | $5.47M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 84,283 | 1.07% | $4.57M | 0.01% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 73,357 | 0.93% | $4.54M | 0.03% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 62,859 | 0.80% | $3.41M | 0.02% | Jul 31, 2026 |
| BlackRock Advantage Small Cap Core Fund | 56,330 | 0.72% | $2.93M | 0.06% | May 29, 2026 |
| Dimensional US Small Cap Value ETF | 45,126 | 0.57% | $2.45M | 0.03% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 41,910 | 0.53% | $2.18M | 0.01% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 39,283 | 0.50% | $2.04M | 0.01% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Leonard Alexander Oei | Chief Commercial Officer | 672 | 0.01% | Jun 9, 2026 |
| Shyam K. Reddy | President and CEO | 51,886 | 0.66% | Jun 9, 2026 |
| Kimberly Ann DeBrock | VP & Chief Accounting Officer | 1,148 | 0.01% | Jun 9, 2026 |
| Christopher K. Wall | SVP, CFO and Treasurer | 9,395 | 0.12% | Jun 9, 2026 |
| Michael Wilson | Chief Commercial Officer | 4,496 | 0.06% | Aug 15, 2025 |
| Tricia Ann Kinney | GC & Corporate Secretary | 636 | 0.01% | Jan 6, 2025 |
| Kim S. Fennebresque | Director | 12,982 | 0.17% | Aug 10, 2026 |
| Keith Haas | Director | 5,965 | 0.08% | May 20, 2026 |
| Anuj Dhanda | Director | 4,975 | 0.06% | May 20, 2026 |
| Carol B. Yancey | Director | 9,517 | 0.12% | May 20, 2026 |
| Marietta Edmunds Zakas | Director | 5,965 | 0.08% | May 20, 2026 |
| J. David Smith | Director | 16,517 | 0.21% | May 20, 2026 |
| Christina M. Corley | Director | 1,297 | 0.02% | May 20, 2026 |
| Mitchell B. Lewis | Director | 39,295 | 0.50% | May 20, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Kim S. Fennebresque Director | Aug 6, 2026 | Sale | −34,138 | $84.15 | $2.87M | 0 |
| Shyam K. Reddy President and CEO | Jun 7, 2026 | Tax withholding | −2,411 | $50.30 | $121.27K | 51,886 |
| Shyam K. Reddy President and CEO | Jun 7, 2026 | Option exercise | +5,120 | – | – | 57,006 |
| Shyam K. Reddy President and CEO | Jun 7, 2026 | Tax withholding | −2,281 | $50.30 | $114.73K | 54,725 |
| Shyam K. Reddy President and CEO | Jun 7, 2026 | Option exercise | +5,411 | – | – | 54,297 |
| Leonard Alexander Oei Chief Commercial Officer | Jun 7, 2026 | Option exercise | +133 | – | – | 672 |
| Leonard Alexander Oei Chief Commercial Officer | Jun 7, 2026 | Tax withholding | −40 | $50.30 | $2.01K | 632 |
| Leonard Alexander Oei Chief Commercial Officer | Jun 7, 2026 | Option exercise | +469 | – | – | 1,101 |
| Leonard Alexander Oei Chief Commercial Officer | Jun 7, 2026 | Tax withholding | −139 | $50.30 | $6.99K | 962 |
| Kimberly Ann DeBrock VP & Chief Accounting Officer | Jun 7, 2026 | Option exercise | +214 | – | – | 1,148 |
| Kimberly Ann DeBrock VP & Chief Accounting Officer | Jun 7, 2026 | Tax withholding | −62 | $50.30 | $3.12K | 1,086 |
| Shyam K. Reddy President and CEO | Jun 6, 2026 | Option exercise | +8,659 | – | – | 52,743 |
| Shyam K. Reddy President and CEO | Jun 6, 2026 | Tax withholding | −3,857 | $50.30 | $194.01K | 48,886 |
| Leonard Alexander Oei Chief Commercial Officer | Jun 6, 2026 | Option exercise | +765 | – | – | 765 |
| Leonard Alexander Oei Chief Commercial Officer | Jun 6, 2026 | Tax withholding | −226 | $50.30 | $11.37K | 539 |
| Kimberly Ann DeBrock VP & Chief Accounting Officer | Jun 6, 2026 | Tax withholding | −184 | $50.30 | $9.26K | 934 |
| Kimberly Ann DeBrock VP & Chief Accounting Officer | Jun 6, 2026 | Option exercise | +641 | – | – | 1,118 |
| Christopher K. Wall SVP, CFO and Treasurer | Jun 6, 2026 | Tax withholding | −792 | – | – | 9,395 |
| Christopher K. Wall SVP, CFO and Treasurer | Jun 6, 2026 | Option exercise | +1,778 | – | – | 10,187 |
| Carol B. Yancey Director | May 19, 2026 | Option exercise | +2,074 | – | – | 9,517 |
| Mitchell B. Lewis Director | May 19, 2026 | Option exercise | +2,074 | – | – | 38,451 |
| Kim S. Fennebresque Director | May 19, 2026 | Option exercise | +3,218 | – | – | 12,982 |
| Christina M. Corley Director | May 19, 2026 | Option exercise | +1,297 | – | – | 1,297 |
| Marietta Edmunds Zakas Director | May 19, 2026 | Option exercise | +2,074 | – | – | 5,965 |
| Anuj Dhanda Director | May 19, 2026 | Option exercise | +2,074 | – | – | 4,975 |
| Christopher K. Wall SVP, CFO and Treasurer | May 19, 2026 | Tax withholding | −529 | $46.86 | $24.79K | 8,409 |
| Christopher K. Wall SVP, CFO and Treasurer | May 19, 2026 | Option exercise | +1,788 | – | – | 8,938 |
| J. David Smith Director | May 19, 2026 | Option exercise | +2,074 | – | – | 16,517 |
| Keith Haas Director | May 19, 2026 | Option exercise | +2,074 | – | – | 5,965 |
| Kimberly Ann DeBrock VP & Chief Accounting Officer | Oct 18, 2025 | Tax withholding | −69 | $70.15 | $4.84K | 477 |
| Kimberly Ann DeBrock VP & Chief Accounting Officer | Oct 18, 2025 | Option exercise | +232 | – | – | 546 |
| Shyam K. Reddy President and CEO | Aug 13, 2025 | Option exercise | +701 | – | – | 44,397 |
| Shyam K. Reddy President and CEO | Aug 13, 2025 | Tax withholding | −313 | $78.72 | $24.64K | 44,084 |
| Michael Wilson Chief Commercial Officer | Aug 13, 2025 | Tax withholding | +236 | $78.72 | $18.58K | 3,996 |
| Michael Wilson Chief Commercial Officer | Aug 13, 2025 | Option exercise | +553 | – | – | 4,232 |
| Michael Wilson Chief Commercial Officer | Jun 30, 2025 | Tax withholding | +434 | $74.38 | $32.28K | 3,679 |
| Michael Wilson Chief Commercial Officer | Jun 30, 2025 | Option exercise | +1,020 | – | – | 4,113 |
| Kimberly Ann DeBrock VP & Chief Accounting Officer | Jun 7, 2025 | Tax withholding | −64 | $67.37 | $4.31K | 314 |
| Kimberly Ann DeBrock VP & Chief Accounting Officer | Jun 7, 2025 | Option exercise | +215 | – | – | 448 |
| Shyam K. Reddy President and CEO | Jun 7, 2025 | Tax withholding | −2,421 | $67.37 | $163.10K | 40,867 |
| Shyam K. Reddy President and CEO | Jun 7, 2025 | Option exercise | +5,121 | – | – | 45,988 |
| Shyam K. Reddy President and CEO | Jun 7, 2025 | Tax withholding | −2,292 | $67.37 | $154.41K | 43,696 |
| Shyam K. Reddy President and CEO | Jun 7, 2025 | Option exercise | +5,411 | – | – | 43,288 |
| Michael Wilson Chief Commercial Officer | Jun 7, 2025 | Option exercise | +1,115 | – | – | 3,015 |
| Michael Wilson Chief Commercial Officer | Jun 7, 2025 | Tax withholding | −477 | $67.37 | $32.14K | 2,538 |
| Michael Wilson Chief Commercial Officer | Jun 7, 2025 | Option exercise | −971 | – | – | 3,509 |
| Michael Wilson Chief Commercial Officer | Jun 7, 2025 | Tax withholding | −416 | $67.37 | $28.03K | 3,093 |
| Christopher K. Wall SVP, CFO and Treasurer | May 21, 2025 | Buy | +3,050 | $68.89 | $210.11K | 7,150 |
| Christopher K. Wall SVP, CFO and Treasurer | May 20, 2025 | Buy | +1,100 | $69.65 | $76.62K | 1,100 |
| Christopher K. Wall SVP, CFO and Treasurer | May 20, 2025 | Buy | +3,000 | $70.79 | $212.37K | 4,100 |
| Carol B. Yancey Director | May 17, 2025 | Option exercise | +1,340 | – | – | 7,443 |
| Keith Haas Director | May 17, 2025 | Option exercise | +1,340 | – | – | 3,891 |
| Marietta Edmunds Zakas Director | May 17, 2025 | Option exercise | +1,340 | – | – | 3,891 |
| Mitchell B. Lewis Director | May 17, 2025 | Option exercise | +1,340 | – | – | 36,377 |
| Kim S. Fennebresque Director | May 17, 2025 | Option exercise | +2,234 | – | – | 9,764 |
| Anuj Dhanda Director | May 17, 2025 | Option exercise | +1,340 | – | – | 2,901 |
| J. David Smith Director | May 17, 2025 | Option exercise | +1,340 | – | – | 14,443 |
| Tricia Ann Kinney GC & Corporate Secretary | Jan 4, 2025 | Tax withholding | −68 | $103.72 | $7.05K | 636 |
| Tricia Ann Kinney GC & Corporate Secretary | Jan 4, 2025 | Option exercise | +350 | – | – | 986 |
| Tricia Ann Kinney GC & Corporate Secretary | Jan 4, 2025 | Tax withholding | −105 | $103.72 | $10.89K | 881 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Fennebresque Kim Director | Aug 6, 2026 | 34,138 | $2.87M | Aug 6, 2026 | Restricted Stock |
| B. Lewis Mitchell Director | Mar 11, 2024 | 16,781 | $2.01M | Mar 11, 2024 | Stock Award |
| B. Lewis Mitchell Director | Aug 31, 2023 | 31,424 | $2.83M | Aug 31, 2023 | Stock Award |
| Mitchell B. Lewis Director | Aug 4, 2023 | 18,621 | $1.61M | Aug 4, 2023 | Stock Award |
| Mitchell B. Lewis Director | Aug 3, 2023 | 19,500 | $1.65M | Aug 3, 2023 | Stock Award |