Build-a-bear Workshop Inc (BBW) Smart Money Holdings (13F, Q2 2026)

BBW ranks #3304 out of 37503 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

BBW is a top-conviction position for Pacifica Capital Investments, LLC — at 11.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

Steve Cohen has added to its BBW position for two straight quarters, increasing it by $1.2M to reach $2.6M today.

Divisadero Street Capital Management, LP has trimmed its BBW position for two straight quarters, cutting it by $70.2M while still holding $6.4M.

BBW is down 0.9% today, but institutions show net buying of $27.4M this quarter — a divergence between today's price move and the underlying institutional flow.

BBW posted net income of $55.2M over the trailing twelve months, and currently trades at a P/E of 7.1.

• Profitable — net income of $55.2M over the trailing twelve months
• Revenue grew 6.1% year over year
• Net income improved year over year, from $51.8M to $55.2M
• Generated $65.1M in positive operating cash flow
• Current ratio of 1.54x — enough short-term assets to cover short-term liabilities
• Liabilities run 2.23x equity — a highly leveraged balance sheet worth noting