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BOISE CASCADE CO DEL BCC

Boise Cascade Company engages in the manufacture and sale of engineered wood products and plywood and wholesale distribution of building materials in the United States and Canada. It operates through two segments, Wood Products and Building Materials Distribution. The Wood Products segment manufactures laminated veneer lumber and beams for use in headers and beams; I-joists for residential and commercial flooring and roofing systems and other structural applications; structural, appearance, and industrial grade plywood panels; and ponderosa pine lumber and appearance grade boards.

Company profile

Business mix

  • It operates through two segments, Wood Products and Building Materials Distribution.
  • The Building Materials Distribution segment distributes a line of building materials, including oriented strand boards, plywood, and lumber.
  • It markets and sells its products to dealers, home improvement centers, wholesalers, specialty distributors, and industrial converters for use in the construction of new residential housing, repair and remodeling of existing housing.
  • The company was incorporated in 2004 and is headquartered in Boise, Idaho.

Current key questions

  • Can demand and competitive position in lumber & wood production support revenue growth and margins?
  • Which input costs, regulation, customer concentration, or execution risks matter most for earnings quality?
  • Does capital allocation improve long-term free cash flow and per-share value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Miller Value Partners Bill Miller 0.7% $2.8M 2026-03-31

Recent trading changes over the last 2 quarters

Net buyers 0 Last 2 13F filing periods
Net reducers 0 Last 2 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares 0.0% +0 / 37,000
Miller Value Partners Bill Miller 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 37,000 Last 2 periods +0 (0.0%) Total shares 37,000 Value $2.8M

Recent mentions

No public mentions.