Position in BLBD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$31,665,990
+$19,044,939 QoQ
Shares Held
557,598
+107.6% QoQ
Ownership
1.76%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 98.5473405571756.ToString("F0")%
Shared 0.ToString("F0")%
None 1.4526594428244004.ToString("F0")%
Common Shares in BLBD Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $369,586,221 across 17 Farm & Heavy Construction Machinery names. BLBD ranks #4 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
201,870 | $143,016,820 | |
| 2 | TEX |
Terex Corp
|
696,657 | $41,172,428 | |
| 3 | CNH |
CNH Industrial N.V.
|
3,640,575 | $40,046,325 | |
| 4 | BLBD |
Blue Bird Corp
This page
|
557,598 | $31,665,990 | |
| 5 | FSS |
Federal Signal Corp /De/
|
274,051 | $29,635,875 | |
| 6 | PCAR |
Paccar Inc
|
233,459 | $26,964,514 | |
| 7 | LNN |
Lindsay Corp
|
110,973 | $13,213,555 | |
| 8 | AGCO |
Agco Corp /De
|
98,549 | $11,418,872 |
All Filings in BLBD
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,665,990 | 557,598 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,621,051 | 268,533 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,159,416 | 176,532 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,961,051 | 207,624 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,786,875 | 147,880 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,432,465 | 218,288 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $12,086,543 | 252,013 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $11,131,333 | 206,710 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,058,531 | 210,186 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $11,934,383 | 442,670 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,268,603 | 246,773 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,511,578 | 245,177 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $326,880 | 16,000 | Shares | Sole | 2023-05-15 | |
| 2020-03-31 | $159,435 | 14,587 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||