Letters by company

BlueLinx Holdings Inc.

1 letter discussing BXC. Everything written about it on this site is on its ticker page.

Third Avenue Management Small-Cap Value Fund Third Avenue Small-Cap Value Fund emphasized diversification, balance-sheet strength and downside protection amid a speculative small-cap rally led by semiconductors and unprofitable businesses. The Fund added Maximus, Taylor Morrison and CRA International, while positioning for value creation through buybacks, asset sales and increased small-cap takeover activity. second quarter of 2026 CRAI $1.1BMMS $3B