Brink's Co/the (BCO) SEC 13F Holdings (Q2 2026): Institutional Buyers & Sellers

BCO ranks #1724 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

BCO is a top-conviction position for Simcoe Capital Management, LLC — at 17.4% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in BCO belongs to FMR LLC, but the position matters far more to Simcoe Capital Management, LLC, who has 17.4% 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.

Turtle Creek Asset Management Inc. has added to its BCO position for two straight quarters, increasing it by $83.0M to reach $86.6M today.

William Blair Investment Management, LLC has trimmed its BCO position for two straight quarters, cutting it by $147.6M while still holding $32.7M.

BCO is down 2.3% today, but institutions show net buying of $923.5M this quarter — a divergence between today's price move and the underlying institutional flow.

BCO posted net income of $180.9M over the trailing twelve months, and currently trades at a P/E of 25.2.

• Profitable — net income of $180.9M over the trailing twelve months
• Revenue grew 8.1% year over year
• Net income improved year over year, from $162.7M to $180.9M
• Generated $639.5M in positive operating cash flow
• Current ratio of 1.51x — enough short-term assets to cover short-term liabilities
• Liabilities run 17.02x equity — a highly leveraged balance sheet worth noting