Follow-The-Filings

Security

BLBD

Blue Bird Corp. · COM

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

13 owners 2 new max 0.2% (Robert Olstein - Olstein ...)

grid → activity →
owners 13
max % 0.2%
tracked value $221M
qoq N 2 A 5 R 4

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Robert Olstein - Olstein Capital Management, L.P. 2026 Q1 0.2% Exit -0.24 pp 19,526 $1M hist
Renaissance Technologies LLC 2026 Q1 0.0% Reduce 0.00 pp 367,540 $21M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add +0.01 pp 573,468 $33M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.02 pp 268,533 $13M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 379,497 $22M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add 0.00 pp 286,581 $16M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Reduce 0.00 pp 170,912 $10M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 34,520 $2M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 2,041,085 $96M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 77,130 $4M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% Reduce 0.00 pp 50,833 $3M hist
Natixis Advisors, LLC 2026 Q1 0.0% New 0.0% 15,096 $857 hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% New 0.0% 7,092 $403 hist

13 current · options excluded

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 $1.13B $1.35B $1.48B
Gross profit $138.85M $256.16M $303.51M
Gross margin * 12.3% 19.0% 20.5%
Net income $23.81M $105.55M $127.72M
Net margin * 2.1% 7.8% 8.6%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $236.06M $323.38M $411.63M
Total non-current assets * $181.7M $201.52M $213.63M
Total assets $417.77M $524.89M $625.26M
Total current liabilities $229.62M $235.97M $236.8M
Total non-current liabilities $148.15M $129.36M $133.04M
Total equity $40M $159.56M $255.42M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $119.93M $111.11M $176.21M
Cash from investing -$8.52M -$15.82M -$23.87M
Cash from financing -$42.9M -$46.6M -$50.72M
Net change in cash $68.51M $48.7M $101.63M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

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