THIRD AVENUE MANAGEMENT LLC: BOISE CASCADE CO DEL (BCC): Quarterly 13F Position History
As of Q1 2026, THIRD AVENUE MANAGEMENT LLC reported 562,021 shares of BOISE CASCADE CO DEL (BCC), worth $42.6M and representing 6.9% of its 13F equity book. Quarter-over-quarter share count change: + 132,022 (+30.7%) . The position first appeared in Q3 2025 and has been disclosed across 3 13F-HR filings in Pactolio's tracked window.
- 562,021Shares Held (Latest Filing)
- $42.6MReported Market Value (Latest Filing)
- 6.9%Portfolio Weight (% of 13F Equity Book)
- +132,022Quarter-over-Quarter Share Change
- +$11.0MQuarter-over-Quarter Value Change
- 562,021Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 3 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 562,021 | +132,022 | +30.7% | $42.6M | 6.9% | $75.8 |
| Q4 2025 | 429,999 | +156,294 | +57.1% | $31.6M | 5.8% | $73.6 |
| Q3 2025 | 273,705 | — | — | $21.2M | 4.0% | $77.4 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did THIRD AVENUE MANAGEMENT LLC first disclose a BCC position in 13F-HR filings?
THIRD AVENUE MANAGEMENT LLC first reported BOISE CASCADE CO DEL (BCC) on its 13F-HR filing for the period ending 2025-09-30 (Q3 2025). The position has appeared on 3 reported quarters within Pactolio's tracked window.
What was THIRD AVENUE MANAGEMENT LLC's most recent quarter-over-quarter share-count change in BCC?
Between Q4 2025 and Q1 2026, THIRD AVENUE MANAGEMENT LLC added 132,022 shares of BCC (+30.7%), bringing the total reported position to 562,021 shares at a market value of $42.6M.
Does the implied price-per-share represent THIRD AVENUE MANAGEMENT LLC's cost basis in BCC?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.