Position in BLBD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,618,285
-$342,105 QoQ
Shares Held
20,495
-40.6% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#119
of 304 holders
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BLBD Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Gotham Asset Management, LLC holds $181,794,874 across 9 Farm & Heavy Construction Machinery names. BLBD ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
105,101 | $111,922,054 | |
| 2 | AGCO |
Agco Corp /De
|
233,029 | $27,893,571 | |
| 3 | DE |
Deere & Co
|
32,290 | $20,482,515 | |
| 4 | OSK |
Oshkosh Corp
|
82,230 | $12,620,660 | |
| 5 | PCAR |
Paccar Inc
|
36,948 | $4,438,193 | |
| 6 | TEX |
Terex Corp
|
24,142 | $1,747,639 | |
| 7 | BLBD |
Blue Bird Corp
This page
|
20,495 | $1,618,285 | |
| 8 | CNH |
CNH Industrial N.V.
|
57,869 | $649,868 |
All Filings in BLBD
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,618,285 | 20,495 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,960,390 | 34,520 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,925,026 | 40,958 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $1,050,406 | 32,450 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,353,069 | 60,913 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,838,738 | 38,339 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $470,972 | 8,746 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $494,164 | 12,889 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $349,078 | 12,948 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $420,445 | 19,693 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||