Position in BXC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$697,078
+$441,024 QoQ
Shares Held
11,265
+138.4% QoQ
Ownership
0.143%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#69
of 156 holders
Holding Since
Jun 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BXC Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Concentric Capital Strategies, LP holds $13,943,740 across 6 Industrial Distribution names. BXC ranks #6 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FERG |
Ferguson Enterprises Inc. /DE/
|
17,541 | $4,163,005 | |
| 2 | AIT |
Applied Industrial Technologies Inc
|
10,546 | $3,566,129 | |
| 3 | WCC |
Wesco International Inc
|
9,005 | $3,110,597 | |
| 4 | REZI |
Resideo Technologies, Inc.
|
76,230 | $1,649,792 | |
| 5 | CNM |
Core & Main, Inc.
|
15,692 | $757,139 | |
| 6 | BXC |
BlueLinx Holdings Inc.
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|
11,265 | $697,078 |
All Filings in BXC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $697,078 | 11,265 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $256,054 | 4,726 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,158,565 | 67,696 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,300,850 | 31,484 | Shares | Sole | 2025-11-14 | |
| 2024-06-30 | $2,283,590 | 24,531 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||