Position in BLBD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$32,567,247
+$6,640,919 QoQ
Shares Held
573,468
+4.0% QoQ
Ownership
1.81%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
14 quarters on record
Voting authority
Sole 97.12416385918657.ToString("F0")%
Shared 0.ToString("F0")%
None 2.875836140813437.ToString("F0")%
Common Shares in BLBD Over Time
Shares Held
Position Value (USD)
Derivatives in BLBD
reported options exposure · as of Mar 31, 2026CallValue
$664,443
CallShares
11,700
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026D. E. Shaw & Co., Inc. holds $270,102,404 across 16 Farm & Heavy Construction Machinery names. BLBD ranks #3 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DE |
Deere & Co
|
180,665 | $101,768,594 | |
| 2 | CAT |
Caterpillar Inc
|
53,404 | $37,834,597 | |
| 3 | BLBD |
Blue Bird Corp
This page
|
573,468 | $32,567,247 | |
| 4 | PCAR |
Paccar Inc
|
210,874 | $24,355,946 | |
| 5 | WNC |
WABASH NATIONAL Corp
|
2,262,999 | $19,507,051 | |
| 6 | CNH |
CNH Industrial N.V.
|
1,273,300 | $14,006,300 | |
| 7 | FSS |
Federal Signal Corp /De/
|
127,430 | $13,780,280 | |
| 8 | TEX |
Terex Corp
|
171,056 | $10,109,409 |
All Filings in BLBD
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,567,247 | 573,468 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $664,443 | 11,700 | Call | Defined | 2026-05-15 | |
| 2025-12-31 | $25,926,328 | 551,624 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $549,900 | 11,700 | Call | Defined | 2026-02-17 | |
| 2025-09-30 | $30,388,759 | 528,041 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $673,335 | 11,700 | Call | Defined | 2025-11-14 | |
| 2025-06-30 | $7,264,086 | 168,306 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $6,909,473 | 213,453 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $2,589,600 | 80,000 | Put | Defined | 2025-05-15 | |
| 2025-03-31 | $2,589,600 | 80,000 | Call | Defined | 2025-05-15 | |
| 2024-12-31 | $8,113,845 | 210,040 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $287,760 | 6,000 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $9,232,779 | 192,510 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $7,733,667 | 143,615 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,040,416 | 53,219 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,172,112 | 43,476 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,021,341 | 47,838 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,668,196 | 118,692 | Shares | Defined | 2023-08-14 | |
| 2020-12-31 | $623,889 | 34,167 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $158,846 | 13,063 | Shares | Defined | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||