Which hedge funds own BCC? BOISE CASCADE CO DEL, Q2 2026 13F holders
55 tracked hedge funds disclosed a position in BCC (BOISE CASCADE CO DEL) in their Q2 2026 13F filings, worth $323.3m in total. The largest holder by portfolio weight is Medina Value Partners, LLC at 3.5% of its book. 17 opened a new position this quarter: MQS Management LLC, Cinctive Capital Management LP, Bayforest Capital Ltd, Oxford Asset Management LLP. 6 exited: SG Capital Management LLC, iSAM Funds (UK) Ltd, Dayah Capital LLC.
- 55
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 17
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 6
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $24.2m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $9.2m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $323m
- Combined value Sum of the holders' reported positions in the security.
- 4.4%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| SG Capital Management LLC | 0.3% | $3.5m |
| iSAM Funds (UK) Ltd | 0.2% | $464k |
| Dayah Capital LLC | 0.2% | $379k |
| Diametric Capital, LP | 0.2% | $608k |
| Balyasny Asset Management L.P. | 0.01% | $4.0m |
| Capstone Investment Advisors, LLC | 0.0% | $214k |
Ownership over time
Who discovered BCC first? Beta
The run: Q1 2020 → Q1 2024, +545%
| SG Capital Management LLC | Q2 2016 | – | +0.2 pts |
| Medina Value Partners, LLC | Q4 2025 | – | +0.2 pts |
| Eos Management, L.P. | Q2 2014 | – | +0.1 pts |
| Quantedge Capital Pte Ltd | Q1 2022 | – | +0.1 pts |
| Concentric Capital Strategies, LP | Q4 2025 | – | 0.0 pts |
| Bridger Management, LLC | Q2 2015 | – | −1.1 pts |
| Miller Value Partners (Bill Miller) | Q1 2024 | – | −1.5 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.