[SCHEDULE 13G/A] BlueLinx Holdings Inc. Amended Passive Investment Disclosure
BlueLinx: Tontine group reports 9.4% stake
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.
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.
Positive
None.
Negative
None.
Insights
Holds and control paths clarified for a ~9.4% position.
The filing shows 739,523 shares ( 9.4%) beneficially owned by Jeffrey L. Gendell, with 506,245 shares ( 6.4%) held through Tontine entities. It lists shared voting and dispositive power rather than sole control, and ties the ownership counts to the proxy-stated March 20, 2026 outstanding base.
Implications depend on future disclosures and holder actions; cash-flow treatment and any planned sales are not stated in the excerpt. Subsequent filings would show changes in holdings or voting arrangements.
Amendment documents beneficial ownership and control relationships.
The Schedule 13G/A amendment attributes shared voting and dispositive power to TAA/TCOM II and identifies Mr. Gendell as Managing Member directing those entities. The filing cites the company's proxy statement for the March 20, 2026 outstanding share count used to calculate percentages.
Filing mechanics: signatures by Mr. Gendell are provided; no transfers, purchases, or dispositions are reported in this excerpt. Filers remain subject to ongoing SEC reporting obligations.
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
shared dispositive powerregulatory
"Shared Dispositive Power 506,245.00 (table rows)"
Schedule 13G/Aregulatory
"Amendment No. 4 BlueLinx Holdings Inc. (form header)"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What stake does Tontine report in BlueLinx (BXC)?
The filing shows Tontine-related entities directly own 506,245 shares, equal to 6.4% of common stock. This percentage is calculated from 7,867,196 shares outstanding as of March 20, 2026 per the company proxy statement.
How many BlueLinx shares does Jeffrey L. Gendell beneficially own?
Jeffrey L. Gendell is reported as beneficial owner of 739,523 shares, representing 9.4% of the outstanding common stock. The filing attributes shared voting and dispositive power over these shares to the named entities.
Does the Schedule 13G/A show any sales or purchases?
No market transactions are disclosed in this excerpt; it documents beneficial ownership and control relationships. The filing does not state any purchases, sales, or cash proceeds related to the reported shares.
What entities are named as holding the shares on behalf of Tontine?
The filing identifies Tontine Capital Overseas Master Fund II, L.P. and Tontine Asset Associates, LLC (general partner) as holders of 506,245 shares, with TM and Tontine Financial Partners holding additional shares tied to Mr. Gendell's reporting.
What outstanding share count is used to calculate the percentages?
Percentages are calculated using 7,867,196 shares of Common Stock issued and outstanding as of March 20, 2026, per the company's proxy statement filed April 9, 2026, cited in this amendment.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
(Amendment No. 4)
BlueLinx Holdings Inc.
(Name of Issuer)
Common Stock, par value $0.01 per share
(Title of Class of Securities)
09624H208
(CUSIP Number)
03/31/2026
(Date of Event Which Requires Filing of this Statement)
Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)
schemaVersion:
SCHEDULE 13G
CUSIP Number(s):
09624H208
1
Names of Reporting Persons
Tontine Asset Associates, LLC
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
506,245.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
506,245.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
506,245.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
6.4 %
12
Type of Reporting Person (See Instructions)
OO
Comment for Type of Reporting Person: The percentages used in this Schedule 13G/A are calculated based upon the 7,867,196 shares of Common Stock, par value $0.01 per share ("Common Stock"), of BlueLinx Holdings Inc. (the "Company") issued and outstanding as of March 20, 2026, as set forth in the Company's Proxy Statement for the 2026 Annual Meeting of Stockholders filed with the Securities and Exchange Commission on April 9, 2026.
SCHEDULE 13G
CUSIP Number(s):
09624H208
1
Names of Reporting Persons
Tontine Capital Overseas Master Fund II, L.P.
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
506,245.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
506,245.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
506,245.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
6.4 %
12
Type of Reporting Person (See Instructions)
PN
SCHEDULE 13G
CUSIP Number(s):
09624H208
1
Names of Reporting Persons
Jeffrey L. Gendell
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED STATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
739,523.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
739,523.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
739,523.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
9.4 %
12
Type of Reporting Person (See Instructions)
IN
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
BlueLinx Holdings Inc.
(b)
Address of issuer's principal executive offices:
The Company's principal executive offices are located at 1950 Spectrum Circle, Suite 300, Marietta, Georgia 30067.
Item 2.
(a)
Name of person filing:
This statement is filed by:
(i) Tontine Capital Overseas Master Fund II, L.P. ("TCOM II"), a limited partnership organized under the laws of the State of Delaware, with respect to 506,245 shares of Common Stock directly owned by TCOM II;
(ii) Tontine Asset Associates, LLC, a limited liability company organized under the laws of the State of Delaware ("TAA"), which serves as general partner of TCOM II, with respect to the shares of Common Stock directly owned by TCOM II; and
(iii) Jeffrey L. Gendell, a United States citizen ("Mr. Gendell"), who serves as the Managing Member of TAA, with respect to the shares of Common Stock directly owned by TCOM II, and with respect to 233,278 shares of Common Stock directly owned by Tontine Financial Partners, L.P., a limited partnership organized under the laws of the State of Delaware ("TFP"). Mr. Gendell serves as the Managing Member of Tontine Management, L.L.C., a limited liability company organized under the laws of the State of Delaware ("TM"), which serves as general partner of TFP.
The foregoing persons are hereinafter sometimes collectively referred to as the "Reporting Persons." Any disclosures herein with respect to persons other than the Reporting Persons are made on information and belief after making inquiry to the appropriate party.
(b)
Address or principal business office or, if none, residence:
The address of the business office of each of the Reporting Persons is 1 Sound Shore Drive, Suite 304, Greenwich, CT 06830-7251.
(c)
Citizenship:
See Item 2(a) above.
(d)
Title of class of securities:
Common Stock, par value $0.01 per share
(e)
CUSIP No.:
09624H208
Item 3.
If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)
An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)
An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.
Ownership
(a)
Amount beneficially owned:
739,523
(b)
Percent of class:
9.4 %
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
0
(ii) Shared power to vote or to direct the vote:
739,523
(iii) Sole power to dispose or to direct the disposition of:
0
(iv) Shared power to dispose or to direct the disposition of:
739,523
The amounts and percentage set forth above in this Item 4 reflect the beneficial ownership of Mr. Gendell. TAA and TCOM II each beneficially own, and have shared voting and dispositive power over, 506,245 shares of Common Stock, or approximately 6.4% of the Common Stock issued and outstanding.
Item 5.
Ownership of 5 Percent or Less of a Class.
Not Applicable
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required.
TAA, the general partner of TCOM II, has the power to direct the affairs of TCOM II, including directing the receipt of dividends from, or the proceeds from the sale of, the shares of Common Stock directly owned by TCOM II. Mr. Gendell is the Managing Member of TAA and in that capacity directs its operations.TM, the general partner of TFP, has the power to direct the affairs of TFP, including directing the receipt of dividends from, or the proceeds from the sale of, the shares of Common Stock directly owned by TFP. Mr. Gendell is the Managing Member of TM and in that capacity directs its operations.
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
Not Applicable
Item 8.
Identification and Classification of Members of the Group.
Not Applicable
Item 9.
Notice of Dissolution of Group.
Not Applicable
Item 10.
Certifications:
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
Tontine Asset Associates, LLC
Signature:
/s/ Jeffrey L. Gendell
Name/Title:
Managing Member
Date:
05/15/2026
Tontine Capital Overseas Master Fund II, L.P.
Signature:
/s/ Jeffrey L. Gendell
Name/Title:
Managing Member of Tontine Asset Associates, LLC, the general partner of Tontine Capital Overseas Master Fund II, L.P.
