BBWBUILD-A-BEAR WORKSHOP INC

Strong Buy76

Notable Interest

Smart Money Trend

High 81Low 37+10.1 since 22-Q3

View as data table

Quarter	Score
2022-Q3	65.4
2022-Q4	49.3
2023-Q1	49.0
2023-Q2	63.6
2023-Q3	48.0
2023-Q4	65.6
2024-Q1	62.4
2024-Q2	37.2
2024-Q3	80.8
2024-Q4	76.8
2025-Q1	76.6
2025-Q2	78.0
2025-Q3	66.2
2025-Q4	77.1
2026-Q1	61.0
2026-Q2	75.5

Aging — next filings due soon — Q2 2026 • ended Jun 30, 2026 • 13F due ~Aug 14 • 124d old • 16/17 funds filed • latest filing Sep 2 • prices as of 9:50 PM ET

$26.006.9% belowvs tracked

Investor Action VerdictStrong Buy

High consensus with active accumulation at an attractive valuation

Superinvestor Flow

Heavy Accumulation

Why This Verdict

•Consensus score of 75.5/100 (Notable Interest) held by 2 funds.
•Unanimous buying: 2 funds accumulating (1 new, 1 adds) with 0 selling.
•Favorable valuation: trading 6.9% below funds' estimated cost basis (discount entry).
•Score trend: +14.5 pts vs previous quarter.

Entry Timing & ZoneDiscount Entry

Trading 6.9% below funds' estimated purchase price

Current Price:$26.00

Funds' Basis:~$27.94

Aggregate Fund Flow (BBW)

Heavy Accumulation(+75 score)

Net: +2 funds

2 Buyers(1 new)0 Holds0 Sellers

2 active funds

2 of 18 tracked funds hold BBW. Avg conviction: 0.5%. Net adding. First tracked at $27.94 (current -6.9% vs tracked).

Am I Late?

6.9% belowtheir avg tracked price

Tracked: $27.94Current: $26.00

Per-fund first tracked prices

Miller Value Partners$25.27(2024-Q2)

Citadel Advisors$30.61(2026-Q2)

How Convicted?

0.5%avg portfolio allocation

Miller Value Partners has 1.0% in this stock

Top 5 (0)Mid (0)Small (2)

Fund breakdown

Miller Value PartnersCitadel Advisors

Which Way Is the Wind Blowing?

Heavy Accumulation(+75 score)

Net: +2 funds

2 Buyers(1 new)0 Holds0 Sellers

2 active funds

Per-fund actions

Miller Value PartnersAdd

Citadel AdvisorsNew Buy

Did It Work?

-6.1%avg return since tracked

S&P 500: +3.1%Alpha: -9.2%

Per-fund returns

Miller Value Partners+2.9%(from $25.27)

Citadel Advisors-15.1%(from $30.61)

About this data

Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 17 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.

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Fund Holders (2 funds)

Fund	% of Portfolio	Value	First Tracked Price	Action
Miller Value Partners	1.0%	$4.1M	$25.27	Add
Citadel Advisors	0.0%	$1.5M	$30.61	New Buy