Bluelinx Hldgs Inc SEC Filings

BlueLinx Holdings Inc. director Anuj Dhanda reported equity compensation activity involving restricted stock units (RSUs). On May 19, 2026, 2,074 RSUs vested and were converted into the same number of shares of common stock, increasing his direct holdings to 4,975 common shares. Separately, on May 18, 2026, he received a grant of 2,749 RSUs, each representing a contingent right to one share of common stock. The RSUs vest on the first anniversary of the grant date, with vested shares to be delivered within 30 days of vesting. These are compensation-related awards and conversions, with no open-market purchases or sales disclosed.

BlueLinx Holdings Inc. director Christina M. Corley reported compensation-related equity activity. On May 18, 2026, she received 2,749 Restricted Stock Units (RSUs), each representing a contingent right to one share of common stock that vests on the first anniversary of grant.

On May 19, 2026, 1,297 RSUs vested and were converted into 1,297 shares of common stock, reflecting an exercise or conversion of a derivative security at a price of $0.00 per unit. After these transactions, she directly holds 1,297 shares of common stock, with delivery of vested shares to occur no later than 30 days after the respective vesting dates.

BlueLinx Holdings Inc. reported results from its 2026 Annual Meeting of Stockholders, where nine directors were up for election, three key governance items were on the ballot, and an equity incentive plan amendment was considered.

Stockholders re-elected eight directors, while former CEO Mitchell B. Lewis did not receive a majority of votes cast for his seat. In line with the company’s bylaws, he tendered an irrevocable resignation offer, which the board, following a unanimous recommendation from the Nominating and Governance Committee, unanimously rejected after reviewing his experience, independence status under NYSE standards and overall board composition.

Stockholders also ratified Ernst & Young LLP as independent registered public accounting firm for the fiscal year ending January 2, 2027, approved the advisory vote on executive compensation, and approved an amendment to the 2021 Long-Term Incentive Plan to increase the shares reserved for issuance. Lewis will step down as chairman and member of the Nominating Committee, with Marietta Edmunds Zakas becoming its new chair.

BlueLinx Holdings Inc. ownership disclosure: the Reporting Persons (Tontine Capital entities and Jeffrey L. Gendell) report beneficial ownership of 739,523 shares of Common Stock, representing 9.4% of the issued and outstanding shares. The filing states Tontine Capital Overseas Master Fund II, L.P. and Tontine Asset Associates, LLC each have shared voting and dispositive power over 506,245 shares ( 6.4%), based on 7,867,196 shares outstanding as of March 20, 2026.

The statement clarifies organizational roles: TAA is general partner of TCOM II, TM is general partner of TFP, and Mr. Gendell is the managing member directing those entities. The disclosure is an amendment to a Schedule 13G/A and lists shared voting and dispositive power for the reported holdings.

BlueLinx Holdings Inc. reported fiscal first-quarter 2026 net sales of $731.1 million, up 3.1% from a year earlier, driven by higher volumes in specialty products and contributions from the Disdero acquisition. Gross margin improved slightly to 15.9%, but higher operating costs and lower interest income led to a net loss of $1.5 million, or $0.18 per share, versus $2.8 million of net income last year.

Specialty products generated 70% of sales and 80% of gross profit, while structural products saw lower revenue but stronger margins. Operating cash flow was negative $57.2 million as receivables and inventory increased, partly reflecting growth. The company ended the quarter with $319 million in cash, no borrowings on its $350 million revolver, and $300 million of 6.0% senior secured notes due 2029. BlueLinx invested $2.6 million in capex and repurchased 59,051 shares for $3.0 million, with $5.7 million remaining under its 2023 authorization.

BlueLinx Holdings Inc. reported first-quarter 2026 results with modest sales growth but a small loss. Net sales rose to $731.1 million, up 3.1% year-over-year, driven by a 6.8% increase in specialty product sales to $511.8 million, while structural product sales declined 4.6% to $219.3 million mainly on lower lumber and panel prices.

Gross profit increased to $116.4 million, with company gross margin improving to 15.9%. Specialty products delivered an 18.1% gross margin and generated about 80% of gross profit; structural products reached a 10.9% gross margin. The company posted a net loss of $1.5 million, or $(0.18) per share, versus net income of $2.8 million a year earlier, but adjusted net income was $1.7 million, or $0.21 adjusted diluted EPS.

Adjusted EBITDA improved to $23.5 million, or 3.2% of net sales, compared with $19.6 million, or 2.8%, in the prior-year quarter. Free cash flow was $(59.8) million, reflecting seasonal working capital needs. As of April 4, 2026, BlueLinx reported $659 million of available liquidity, including $319.1 million of cash and an undrawn revolving credit facility, and a net leverage ratio of 0.7x excluding real property finance lease liabilities.

BlueLinx Holdings Inc reported that Vanguard Capital Management beneficially owns 409,856 shares of Common Stock, representing 5.20% of the class as of 03/31/2026. The filing shows Vanguard has sole dispositive power over 409,856 shares and sole voting power for 60,867 shares.

BlackRock, Inc. filed an amendment to report beneficial ownership of 617,940 shares of BlueLinx Holdings Inc. common stock, representing 7.9% of the class. The filing lists 605,039 shares as sole voting power and 617,940 as sole dispositive power.