Follow-The-Filings

Security

BCO

Brinks Co. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

13 owners 2 new 1 exit max 1.1% (John Rogers - Ariel Inves...)

owners 13
max % 1.1%
tracked value $739M
qoq N 2 A 4 R 5 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
John Rogers - Ariel Investments, LLC 2026 Q1 1.1% Reduce -0.22 pp 922,958 $96M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% New 0.0% 161,853 $17M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.02 pp 133,363 $16M hist
Renaissance Technologies LLC 2026 Q1 0.0% Reduce -0.01 pp 128,532 $13M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Add +0.01 pp 50,611 $5M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 4,129,187 $482M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.01 pp 523,476 $61M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Reduce 0.00 pp 225,118 $23M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 182,869 $19M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce 0.00 pp 36,752 $4M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce 0.00 pp 18,332 $2M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 8,322 $862 hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% New 0.0% 2,735 $283 hist
Dmitry Balyasny - Balyasny Asset Management L.P. exited 2026 Q1 last 2025 Q4 0.0% Exit -0.02 pp 156,718 $18M hist

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $4.87B $5.01B $5.26B
Gross profit * $1.17B $1.27B $1.36B
Gross margin * 24.0% 25.3% 25.8%
Net income $87.7M $162.9M $199.7M
Net margin * 1.8% 3.3% 3.8%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $2.79B $2.89B $3.33B
Total non-current assets * $3.81B $3.74B $4.01B
Total assets $6.6B $6.62B $7.34B
Total current liabilities $1.94B $1.9B $2.2B
Total non-current liabilities * $4.14B $4.41B $4.73B
Total equity $397.4M $184.9M $277.7M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations
Cash from investing -$179.8M -$216.2M -$202.4M
Cash from financing -$207.1M $42.2M -$114.1M
Net change in cash $273.1M $156.8M $426.5M

ownership over time

filing count by report period · click a bar for that quarter’s holders