Boise Cascade Co (BCC) — Institutional Investor Activity (Q2 2026)

BCC ranks #1877 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

BCC is a top-conviction position for Third Avenue Management LLC — at 7.5% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in BCC belongs to BlackRock, Inc., but the position matters far more to Third Avenue Management LLC, who has 7.5% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Israel Englander has added to its BCC position for two straight quarters, increasing it by $39.8M to reach $43.5M today.

Wellington Management Group LLP has trimmed its BCC position for two straight quarters, cutting it by $66.1M while still holding $141.7M.

BCC is up 0.6% today, and institutions have been net buyers of $290.3M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

BCC posted net income of $105.7M over the trailing twelve months, and currently trades at a P/E of 27.2.

• Profitable — net income of $105.7M over the trailing twelve months
• Revenue declined 1.5% year over year
• Net income declined year over year, from $262.3M to $105.7M
• Generated $254.1M in positive operating cash flow
• Current ratio of 3.36x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.56x equity — within a conventional range