Position in BLBD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,334,770
-$16,232,477 QoQ
Shares Held
206,874
-63.9% QoQ
Ownership
0.653%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#34
of 302 holders
Holding Since
Sep 2020
15 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
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 Jun 30, 2026D. E. Shaw & Co., Inc. holds $236,548,534 across 18 Farm & Heavy Construction Machinery names. BLBD ranks #4 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
124,461 | $132,538,518 | |
| 2 | WNC |
WABASH NATIONAL Corp
|
2,068,519 | $27,925,006 | |
| 3 | PCAR |
Paccar Inc
|
137,338 | $16,497,040 | |
| 4 | BLBD |
Blue Bird Corp
This page
|
206,874 | $16,334,770 | |
| 5 | FSS |
Federal Signal Corp /De/
|
67,704 | $8,699,286 | |
| 6 | DE |
Deere & Co
|
13,520 | $8,576,141 | |
| 7 | AEBI |
Aebi Schmidt Holding AG
|
415,896 | $5,219,494 | |
| 8 | TWI |
Titan International Inc
|
637,101 | $4,912,048 |
All Filings in BLBD
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,334,770 | 206,874 | Shares | Defined | 2026-08-14 | |
| 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. | ||||||