WAVEMAN · COMPANY

BLBD · Blue Bird Corp

LIVE

TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475

← ALL COMPANIES

BLBD

Name: Blue Bird Corp (BLBD) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

Blue Bird Corp

INDUSTRIALS · TRUCK & BUS BODIES · CIK 0001589526

ACTIVIST 13D☆ WATCH

INSIDER NET · 180D

$42.1K

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

169

13F, latest reported quarter

REVENUE GROWTH

+9.9%

XBRL, annual

NET MARGIN

8.6%

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

net +$42.1K over 180 days

+$22.5K over 90 days

more than 83% of Industrials

CONGRESS

no member of Congress has reported trading it

FUNDS

169 funds added or opened last quarter

more than 58% of Industrials

REVENUE

+9.9% year over year

more than 60% of Industrials

MARGIN

8.6% net margin

more than 73% of Industrials

BUYBACKS

$2.6M repurchased, FY to 2026-06-27

below 86% of Industrials

SHORT

12.1% of shares outstanding short · 8.1 days to cover · settled 2026-07-31

more than 96% of Industrials

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

169 funds added or opened positions in the latest 13F quarter, of 307 holders.

Groupe Autobus Girardin Ltee disclosed a 5%+ stake (7.88%) in the last six months.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN +11.8%

+11.8%12M

INSIDER BUYINSIDER SELL13D/G STAKE

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

An activist crossed the 5% line with declared intent.

The record shows a net $42.1K bought by insiders over 180 days, 169 funds added last quarter. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

DELL ANET TDG TSLA PANW AXON STX KTOS CRCT OFLX JOBY FTNT

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, Blue Bird Corp insiders bought a net $42.1K of stock across 62 Form 4 purchases and sales, with 1 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-06.

INSIDER

FILED

VALUE

Thau Daniel Mark

Director

BUY

2026-08-12

350.0

$22.5K

Thau Daniel Mark

Director

BUY

2026-05-19

300.0

$19.5K

Sanfrey Jeffrey Scott

Chief Operating Officer

SELL

2026-03-04

5,192.0

$303.9K

Radulescu Razvan

Chief Financial Officer

SELL

2026-02-19

3,925.0

$239.3K

Radulescu Razvan

Chief Financial Officer

SELL

2025-12-17

7,006.0

$361.4K

62 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 57 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

FMR LLC

3,017,353.0 sh

$238.3M

BlackRock, Inc.

2,627,824.0 sh

$207.5M

AMERICAN CENTURY COMPANIES INC

1,596,312.0 sh

$126.0M

VANGUARD CAPITAL MANAGEMENT LLC

1,401,431.0 sh

$110.7M

WESTWOOD HOLDINGS GROUP INC

1,240,236.0 sh

$97.9M

5%+ owners

13D = intent to influence · 13G = passive

Groupe Autobus Girardin Ltee

ACTIVIST 13D · 2026-04-08

7.88%

Steve Girardin

ACTIVIST 13D · 2026-04-08

1.94%

Andre Girardin

ACTIVIST 13D · 2026-04-08

4.39%

Dave Girardin

ACTIVIST 13D · 2026-04-08

1.94%

FORM 144

No planned-sale notices

No insider has notified an intent to sell. This is the panel to watch after a run-up.

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

Castellan Targeted Equity ETF

$20.7M POSITION · AS OF 2026-02-27

3.9%

North Star Small Cap Value Fund

$1.0M POSITION · AS OF 2026-02-28

3.2%

Olstein Strategic Opportunities Fund

$1.1M POSITION · AS OF 2026-03-31

2.9%

Allspring SMID Core ETF

$1.4M POSITION · AS OF 2026-03-31

2.6%

NYLI WMC Small Companies Fund

$6.6M POSITION · AS OF 2026-04-30

2.0%

Oberweis Micro-Cap Fund

$21.2M POSITION · AS OF 2026-03-31

2.0%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2025-09	2024-09	2023-09	2022-10
REVENUE	$1.5B	$1.3B	$1.1B	$800.6M
GROSS PROFIT	$303.5M	$256.2M	$138.8M	$36.5M
OPERATING INCOME	$167.2M	$139.3M	$51.7M	$-40.7M
NET INCOME	$127.7M	$105.5M	$23.8M	$-45.8M
EPS (DILUTED)	3.88	3.16	0.74	-1.48
OPERATING CASH FLOW	$176.2M	$111.1M	$119.9M	$-24.4M
CASH	$229.3M	$127.7M	$79.0M	$10.5M
LONG-TERM DEBT	$85.3M	$90.0M	$110.5M	$130.4M
BUYBACKS	$9.9M	$1.2M	$376.0K	$1.7M

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-06 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE