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

BCC ranks #1878 out of 37696 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.

Y-Intercept has added to its BCC position for two straight quarters, increasing it by $2.3M to reach $3.5M today.

State of Alaska, Department of Revenue has trimmed its BCC position for two straight quarters, cutting it by $1.0M while still holding $542.0K.

BCC is up 0.9% 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 27.1.

• 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 x equity — a highly leveraged balance sheet worth noting