Marty Whitman
Third Avenue Management
Third Avenue Management BlueLinx Holdings Inc stake
total: 405
Third Avenue Management BXC trades
- Total transactions:
- 4
- New positions:
- 1
- Added:
- 3
- Held since:
- 2025 Q1
- Held for:
- 6 quarters
- Latest activity:
- 2026 Q1
According to 2026 Q2 report, Third Avenue Management holds 64,369 BlueLinx Holdings Inc (BXC) shares with a market value of roughly $3.98M accounting for 0.64% of the overall portfolio. To date, the estimated cost basis is nearly $71.03 for "buy" trades. Third Avenue Management first purchased BXC in 2025 Q1, initially acquiring 29,869 shares. Since the initial investment in BlueLinx Holdings Inc (BXC), Third Avenue Management has made 3 more transactions.
When did Third Avenue Management buy BlueLinx Holdings Inc (BXC)?
Third Avenue Management first invested in BlueLinx Holdings Inc (BXC) in 2025 Q1 at the reported quarter-end price of $74.98 per share.
What's the cost basis of Third Avenue Management's BXC stake?
The estimated cost basis for BlueLinx Holdings Inc (BXC) stake is around $71.03 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $71.03
Third Avenue Management's historical trades in BlueLinx Holdings Inc
4 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
0.57%
|
64,369
|
$54.18
|
$3,487,512
|
+0.05% (+30)
|
+0%
|
|
2025 Q4
|
0.72%
|
64,339
|
$61.43
|
$3,952,345
|
+38.79% (+17,982)
|
+0.2%
|
|
2025 Q2
|
0.71%
|
46,357
|
$74.38
|
$3,448,034
|
+55.20% (+16,488)
|
+0.25%
|
|
2025 Q1
|
0.45%
|
29,869
|
$74.98
|
$2,239,578
|
new
|
+0.45%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.