LongBLBDJun 2026
Blue Bird Corporation
Blue Bird is a leading designer and manufacturer of school buses. The fund believes replacement demand remains elevated, creating an attractive demand backdrop. Strong execution…
BLBD
Which hedge funds are long BLBD?
2 published ideas on Blue Bird Corporation across 1 fund — 2 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Blue Bird Corporation: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongBLBDJun 2026
Blue Bird Corporation
abrdn initiated Blue Bird, a leading designer and manufacturer of school buses. The fund expects elevated replacement demand to support the business and believes Blue Bird's…