Blue Bird Corporation
DE ˙ DB ˙ US0953061068
60,60 € ↓ -0,48 (-0,79%)
2026-06-05
DEL PRIS
SecurityDE:4RB / Blue Bird Corporation
InstitutionTectonic Advisors Llc
Latest Disclosed Ownership21,638 shares
Latest Disclosed Value $ 1,228,822
Tectonic Advisors Llc reports 21.56% increase in ownership of 4RB / Blue Bird Corporation

On April 17, 2026 - Tectonic Advisors Llc filed a 13F-HR form disclosing ownership of 21,638 shares of Blue Bird Corporation (DE:4RB) valued at $1,008,331 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 17,800 shares of Blue Bird Corporation. This represents a change in shares of 21.56% during the quarter. The current value of the position is $1,311,263 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-17 2026-03-31 13F BLUE BIRD COM 095306106 21,638 3,838 21.56 1,229 46.89 0.0483
2026-01-23 2025-12-31 13F BLUE BIRD COM 095306106 17,800 971 5.77 837 -13.64 0.0331
2025-10-21 2025-09-30 13F BLUE BIRD COM 095306106 16,829 -8,417 -33.34 969 -11.11 0.0529
2025-07-23 2025-06-30 13F BLUE BIRD COM 095306106 25,246 -1,111 -4.22 1,090 27.67 0.0633
2025-05-02 2025-03-31 13F BLUE BIRD COM 095306106 26,357 7,110 36.94 853 14.80 0.0533
2025-01-27 2024-12-31 13F BLUE BIRD COM 095306106 19,247 1,819 10.44 744 -11.02 0.0484
2024-10-23 2024-09-30 13F BLUE BIRD COM 095306106 17,428 17,428 836 0.0546
2024-08-02 2024-06-30 13F BLUE BIRD COM 095306106 0 -24,862 -100.00 0 -100.00
2024-05-07 2024-03-31 13F BLUE BIRD COM 095306106 24,862 3,369 15.67 953 64.59 0.0727
2024-01-17 2023-12-31 13F BLUE BIRD COM 095306106 21,493 -4,546 -17.46 579 4.32 0.0485
2023-10-24 2023-09-30 13F BLUE BIRD COM 095306106 26,039 26,039 556 0.0521
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.