Blue Bird Corporation
US ˙ NasdaqGM ˙ US0953061068

SecurityBLBD / Blue Bird Corporation
InstitutionSei Investments Co
Latest Disclosed Ownership175,312 shares
Latest Disclosed Value $ 8,239,664
Sei Investments Co reports 0.07% decrease in ownership of BLBD / Blue Bird Corporation

On February 13, 2026 - Sei Investments Co filed a 13F-HR form disclosing ownership of 175,312 shares of Blue Bird Corporation (US:BLBD) valued at $8,239,664 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 13, 2025 disclosing 175,443 shares of Blue Bird Corporation. This represents a change in shares of -0.07% during the quarter. The current value of the position is $12,697,848 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)
2026-02-13 2025-12-31 13F BLUE BIRD COM 095306106 175,312 -131 -0.07 8,240 -18.39 0.0081
2025-11-13 2025-09-30 13F BLUE BIRD COM 095306106 175,443 -36,069 -17.05 10,097 10.60 0.0109
2025-08-14 2025-06-30 13F BLUE BIRD COM 095306106 211,512 -169,520 -44.49 9,129 -25.99 0.0106
2025-05-14 2025-03-31 13F/A-1 BLUE BIRD COM 095306106 381,032 208,336 120.64 12,334 84.89 0.0159
2025-05-13 2025-03-31 13F BLUE BIRD COM 095306106 172,696 0 6,671 0.0073
2025-02-11 2024-12-31 13F BLUE BIRD COM 095306106 172,696 28,139 19.47 6,671 -3.77 0.0086
2024-11-12 2024-09-30 13F BLUE BIRD COM 095306106 144,557 62,676 76.55 6,933 57.22 0.0090
2024-08-13 2024-06-30 13F BLUE BIRD COM 095306106 81,881 26,228 47.13 4,409 106.70 0.0062
2024-05-07 2024-03-31 13F BLUE BIRD COM 095306106 55,653 55,653 2,134 0.0031
2023-11-14 2023-09-30 13F BLUE BIRD COM 095306106 0 -20,458 -100.00 0 -100.00
2023-08-11 2023-06-30 13F BLUE BIRD COM 095306106 20,458 9,168 81.20 460 99.57 0.0008
2023-05-12 2023-03-31 13F BLUE BIRD COM 095306106 11,290 390 3.58 231 98.28 0.0004
2023-02-10 2022-12-31 13F BLUE BIRD COM 095306106 10,900 0 0.00 117 27.47 0.0003
2022-11-14 2022-09-30 13F BLUE BIRD COM 095306106 10,900 10,900 91 0.0002
2021-11-12 2021-09-30 13F BLUE BIRD COM 095306106 0 -16,334 -100.00 0 -100.00
2021-08-06 2021-06-30 13F BLUE BIRD COM 095306106 16,334 -1,500 -8.41 406 -8.97 0.0009
2021-05-12 2021-03-31 13F BLUE BIRD COM 095306106 17,834 0 0.00 446 36.81 0.0011
2021-02-08 2020-12-31 13F BLUE BIRD COM 095306106 17,834 -11,300 -38.79 326 -7.91 0.0008
2020-12-04 2020-09-30 13F/A-1 BLUE BIRD COM 095306106 29,134 2,300 8.57 354 -11.94 0.0010
2020-11-06 2020-09-30 13F BLUE BIRD COM 095306106 29,134 2,300 354 852.3533
2020-08-17 2020-06-30 13F/A-1 BLUE BIRD COM 095306106 26,834 -2,728 -9.23 402 24.46 0.0012
2020-08-11 2020-06-30 13F BLUE BIRD COM 095306106 23,234 -6,328 533 1,445.7909
2020-05-14 2020-03-31 13F BLUE BIRD COM 095306106 29,562 6,328 27.24 323 -39.40 0.0012
2020-02-06 2019-12-31 13F BLUE BIRD COM 095306106 23,234 600 2.65 533 23.67 0.0016
2019-11-12 2019-09-30 13F BLUE BIRD COM 095306106 22,634 0 0.00 431 -3.36 0.0011
2019-08-14 2019-06-30 13F BLUE BIRD COM 095306106 22,634 -1,800 -7.37 446 7.73 0.0015
2019-05-15 2019-03-31 13F BLUE BIRD COM 095306106 24,434 24,434 414 0.0014
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.