0001193805-22-001299.txt : 20220921 0001193805-22-001299.hdr.sgml : 20220921 20220921084052 ACCESSION NUMBER: 0001193805-22-001299 CONFORMED SUBMISSION TYPE: SC 13G PUBLIC DOCUMENT COUNT: 2 FILED AS OF DATE: 20220921 DATE AS OF CHANGE: 20220921 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: BlueLinx Holdings Inc. CENTRAL INDEX KEY: 0001301787 STANDARD INDUSTRIAL CLASSIFICATION: WHOLESALE-LUMBER, PLYWOOD, MILLWORK & WOOD PANELS [5031] IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1228 FILING VALUES: FORM TYPE: SC 13G SEC ACT: 1934 Act SEC FILE NUMBER: 005-80230 FILM NUMBER: 221255072 BUSINESS ADDRESS: STREET 1: 1950 SPECTRUM CIRCLE CITY: MARIETTA STATE: GA ZIP: 30067 BUSINESS PHONE: 770-953-7000 MAIL ADDRESS: STREET 1: 1950 SPECTRUM CIRCLE CITY: MARIETTA STATE: GA ZIP: 30067 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: Voss Capital, LLC CENTRAL INDEX KEY: 0001730145 IRS NUMBER: 000000000 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G BUSINESS ADDRESS: STREET 1: 3773 RICHMOND AVENUE STREET 2: SUITE 500 CITY: HOUSTON STATE: TX ZIP: 77046 BUSINESS PHONE: 8325199427 MAIL ADDRESS: STREET 1: 3773 RICHMOND AVENUE STREET 2: SUITE 500 CITY: HOUSTON STATE: TX ZIP: 77046 FORMER COMPANY: FORMER CONFORMED NAME: Voss Capital LLC DATE OF NAME CHANGE: 20180201 SC 13G 1 e621938_sc13g-voss.htm SCHEDULE 13G

 

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION 

WASHINGTON, DC 20549 

______________

 

SCHEDULE 13G 

(Rule 13d-102)

 

INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT 

TO RULES 13d-1(b) (c) AND (d) AND AMENDMENTS THERETO FILED 

PURSUANT TO RULE 13d-2(b)

 

(Amendment No. )1

 

BLUELINX HOLDINGS INC.

(Name of Issuer)

 

Common Stock, par value $0.01 per share

(Title of Class of Securities)

 

09624H208

(CUSIP Number)

 

September 13, 2022

(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)

 


1 The remainder of this cover page shall be filled out for a reporting person’s initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page.

 

The information required in the remainder of this cover page shall not be deemed to be “filed” for the purpose of Section 18 of the Securities Exchange Act of 1934 or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes). 

 

 

CUSIP No. 09624H208

 

  1   NAME OF REPORTING PERSON  
         
       

VOSS VALUE MASTER FUND, L.P. 

 
  2   CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) ☐
        (b) ☐
           
  3   SEC USE ONLY    
           
             
  4   CITIZENSHIP OR PLACE OF ORGANIZATION  
         
       

CAYMAN ISLANDS 

 
NUMBER OF   5   SOLE VOTING POWER  
SHARES          
BENEFICIALLY        

275,000 

 
OWNED BY   6   SHARED VOTING POWER  
EACH          
REPORTING         0  
PERSON WITH   7   SOLE DISPOSITIVE POWER  
         
          275,000  
    8   SHARED DISPOSITIVE POWER  
           
          0  
  9   AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON  
         
        275,000  
  10   CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES     ☐
       
           
  11   PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)  
         
       

3.0% 

 
  12   TYPE OF REPORTING PERSON  
         
        PN  

  

2

CUSIP No. 09624H208

  1   NAME OF REPORTING PERSON  
         
       

VOSS VALUE-ORIENTED SPECIAL SITUATIONS FUND, L.P. 

 
  2   CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) ☐
        (b) ☐
           
  3   SEC USE ONLY    
           
             
  4   CITIZENSHIP OR PLACE OF ORGANIZATION  
         
       

TEXAS 

 
NUMBER OF   5   SOLE VOTING POWER  
SHARES          
BENEFICIALLY        

35,000 

 
OWNED BY   6   SHARED VOTING POWER  
EACH          
REPORTING         0  
PERSON WITH   7   SOLE DISPOSITIVE POWER  
         
          35,000  
    8   SHARED DISPOSITIVE POWER  
           
          0  
  9   AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON  
         
        35,000  
  10   CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES     ☐
       
           
  11   PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)  
         
        Less than 1%  
  12   TYPE OF REPORTING PERSON  
         
        PN  

  

3

CUSIP No. 09624H208

 

  1   NAME OF REPORTING PERSON  
         
       

VOSS ADVISORS GP, LLC 

 
  2   CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) ☐
        (b) ☐
           
  3   SEC USE ONLY    
           
             
  4   CITIZENSHIP OR PLACE OF ORGANIZATION  
         
       

TEXAS 

 
NUMBER OF   5   SOLE VOTING POWER  
SHARES          
BENEFICIALLY        

310,000 

 
OWNED BY   6   SHARED VOTING POWER  
EACH          
REPORTING         0  
PERSON WITH   7   SOLE DISPOSITIVE POWER  
         
          310,000  
    8   SHARED DISPOSITIVE POWER  
           
          0  
  9   AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON  
         
        310,000  
  10   CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES     ☐
       
           
  11   PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)  
         
        3.3%  
  12   TYPE OF REPORTING PERSON  
         
        OO  

  

4

CUSIP No. 09624H208

 

  1   NAME OF REPORTING PERSON  
         
       

VOSS CAPITAL, LLC 

 
  2   CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) ☐
        (b) ☐
           
  3   SEC USE ONLY    
           
             
  4   CITIZENSHIP OR PLACE OF ORGANIZATION  
         
       

TEXAS 

 
NUMBER OF   5   SOLE VOTING POWER  
SHARES          
BENEFICIALLY        

360,000 

 
OWNED BY   6   SHARED VOTING POWER  
EACH          
REPORTING        

155,000 

 
PERSON WITH   7   SOLE DISPOSITIVE POWER  
         
          360,000  
    8   SHARED DISPOSITIVE POWER  
           
          155,000  
  9   AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON  
         
       

515,000 

 
  10   CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES     ☐
       
           
  11   PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)  
         
        5.5%  
  12   TYPE OF REPORTING PERSON  
         
       

OO 

 

  

 

5

CUSIP No. 09624H208

 

  1   NAME OF REPORTING PERSON  
         
       

TRAVIS W. COCKE 

 
  2   CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) ☐
        (b) ☐
           
  3   SEC USE ONLY    
           
             
  4   CITIZENSHIP OR PLACE OF ORGANIZATION  
         
        USA  
NUMBER OF   5   SOLE VOTING POWER  
SHARES          
BENEFICIALLY        

360,000 

 
OWNED BY   6   SHARED VOTING POWER  
EACH          
REPORTING        

155,000 

 
PERSON WITH   7   SOLE DISPOSITIVE POWER  
         
          360,000  
    8   SHARED DISPOSITIVE POWER  
           
          155,000  
  9   AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON  
         
       

515,000 

 
  10   CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES     ☐
       
           
  11   PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)  
         
        5.5%  
  12   TYPE OF REPORTING PERSON  
         
        IN  

  

6

CUSIP No. 09624H208

 

Item 1(a).Name of Issuer:

 

BlueLinx Holdings, Inc., a Delaware corporation (the “Issuer”).

 

Item 1(b).Address of Issuer’s Principal Executive Offices:

 

1950 Spectrum Circle, Suite 300

Marietta, Georgia 30067

 

Item 2(a).Name of Person Filing

 

Item 2(b).Address of Principal Business Office or, if None, Residence

 

Item 2(c).Citizenship

 

Voss Value Master Fund, L.P. (“Voss Value Master Fund”)

3773 Richmond, Suite 500

Houston, Texas 77046

Citizenship: Cayman Islands

 

Voss Value-Oriented Special Situations Fund, L.P. (“Voss Value-Oriented Special Situations Fund”)

3773 Richmond, Suite 500

Houston, Texas 77046

Citizenship: Texas

 

Voss Advisors GP, LLC (“Voss GP”)

3773 Richmond, Suite 500

Houston, Texas 77046

Citizenship: Texas

 

Voss Capital, LLC (“Voss Capital”),

3773 Richmond, Suite 500

Houston, Texas 77046

Citizenship: Texas

 

Travis W. Cocke

3773 Richmond, Suite 500

Houston, Texas 77046

Citizenship: USA

 

Each of the foregoing is referred to as a “Reporting Person” and collectively as the “Reporting Persons.”

 

Item 2(d).Title of Class of Securities:

 

Common Stock, par value $0.01 per share (the “Shares”).

 

Item 2(e).CUSIP Number:

 

09624H208

 

7

CUSIP No. 09624H208

 

Item 3.If This Statement is Filed Pursuant to Rule 13d-1(b), or 13d-2(b) or (c), Check Whether the Person Filing is a:

 

    /x/ Not applicable.
       
  (a) / / Broker or dealer registered under Section 15 of the Exchange Act.
       
  (b) / / Bank as defined in Section 3(a)(6) of the Exchange Act.
       
  (c) / / Insurance company as defined in Section 3(a)(19) of the Exchange Act.
       
  (d) / / Investment company registered under Section 8 of the Investment Company Act.
       
  (e) / / An investment adviser in accordance with Rule 13d-1(b)(1)(ii)(E).
       
  (f) / / An employee benefit plan or endowment fund in accordance with Rule 13d-1(b)(1)(ii)(F).
       
  (g) / / A parent holding company or control person in accordance with Rule 13d-1(b)(1)(ii)(G).
       
  (h) / / A savings association as defined in Section 3(b) of the Federal Deposit Insurance Act.
       
  (i) / / A church plan that is excluded from the definition of an investment company under Section 3(c)(14) of the Investment Company Act.
       
  (j) / / A non-U.S. institution, in accordance with Rule 13d-1(b)(1)(ii)(J).
       
  (k) / / Group, in accordance with Rule 13d-1(b)(1)(ii)(K). If filing as a non-U.S. institution in accordance with Rule 13d-1(b)(1)(ii)(J), please specify the type of institution: ____

 

Item 4.Ownership

 

(a)Amount beneficially owned:

 

As of the close of business on September 20, 2022:

 

(i)Voss Value Master Fund beneficially owned 275,000 Shares.

 

(ii)Voss Value-Oriented Special Situations Fund beneficially owned 35,000 Shares.

 

(iii)Voss GP, as the general partner of each of Voss Value Master Fund and Voss Value-Oriented Special Situations Fund, may be deemed the beneficial owner of the (i) 275,000 Shares beneficially owned by Voss Value Master Fund and the (ii) 35,000 Shares beneficially owned by Voss Value-Oriented Special Situations Fund.

  

8

CUSIP No. 09624H208

 

(iv)Voss Capital, as the investment manager of Voss Value Master Fund, Voss Value-Oriented Special Situations Fund and certain accounts managed by Voss Capital (the “Voss Managed Accounts”), may be deemed the beneficial owner of the (i) 275,000 Shares beneficially owned by Voss Value Master Fund, the (ii) 35,000 Shares beneficially owned by Voss Value-Oriented Special Situations Fund, and the (iii) 205,000 Shares held in the Voss Managed Accounts.

 

(v)Mr. Cocke, as the managing member of each of Voss Capital and Voss GP, may be deemed the beneficial owner of the (i) 275,000 Shares owned by Voss Value Master Fund, (ii) 35,000 Shares owned by Voss Value-Oriented Special Situations Fund and the (iii) 205,000 Shares held in the Voss Managed Accounts.

 

(b)Percent of class:

 

The aggregate percentage of the Shares reported owned by each person named herein is based upon 9,282,200 Shares outstanding as of July 29, 2022, which is the total number of Shares outstanding as reported in the Issuer’s Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on August 2, 2022.

 

As of the close of business on September 20, 2022:

 

(i)Voss Value Master Fund may be deemed to beneficially own approximately 3.0% of the outstanding Shares;

 

(ii)Voss Value-Oriented Special Situations Fund may be deemed to beneficially own less than 1% of the outstanding Shares;

 

(iii)Voss GP may be deemed to beneficially own approximately 3.3% of the outstanding Shares;

 

(iv)Voss Capital may be deemed to beneficially own approximately 5.5% of the outstanding Shares (approximately 2.2% of the outstanding Shares are held in the Voss Managed Accounts); and

 

(v)Mr. Cocke may be deemed to beneficially own approximately 5.5% of the outstanding Shares.

 

(c)Number of shares as to which such person has:

 

(i)Sole power to vote or to direct the vote

 

See Cover Pages Items 5-9.

 

(ii)Shared power to vote or to direct the vote

 

See Cover Pages Items 5-9.

 

(iii)Sole power to dispose or to direct the disposition of

 

See Cover Pages Items 5-9.

 

9

CUSIP No. 09624H208

 

(iv)Shared power to dispose or to direct the disposition of

 

See Cover Pages Items 5-9.

 

Item 5.Ownership of Five Percent or Less of a Class.

 

Not applicable.

 

Item 6.Ownership of More than Five Percent on Behalf of Another Person.

 

Not applicable.

 

Item 7.Identification and Classification of the Subsidiary That 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.

 

See Exhibit 99.1.

 

Item 9.Notice of Dissolution of Group.

 

Not applicable.

 

Item 10.Certifications.

 

By signing below each of the undersigned certifies that, to the best of its 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.

 

10

CUSIP No. 09624H208

 

SIGNATURE

 

After reasonable inquiry and to the best of his knowledge and belief, the undersigned certifies that the information set forth in this statement is true, complete and correct.

 

Date: September 21, 2022

 

  Voss Value MASTER Fund, L.P.
   
  By:

Voss Advisors GP, LLC

General Partner

     
  By: /s/ Travis W. Cocke
 
    Name: Travis W. Cocke
    Title: Managing Member

 

  VOSS VALUE-ORIENTED SPECIAL SITUATIONS FUND, LP
   
  By:

Voss Advisors GP, LP

General Partner

   
  By: /s/ Travis W. Cocke
 
    Name: Travis W. Cocke
    Title: Managing Member

 

  Voss Advisors GP, LLC
 
  By: /s/ Travis W. Cocke
 
    Name: Travis W. Cocke
    Title: Managing Member

 

  Voss Capital LLC
 
  By: /s/ Travis W. Cocke
 
    Name: Travis W. Cocke
    Title: Managing Member

 

  /s/ Travis W. Cocke
 
  Travis W. Cocke

  

11

 

EX-99.1 2 e621938_ex99-1.htm JOINT FILING AGREEMENT, DATED SEPTEMBER 21, 2022

  

JOINT FILING AGREEMENT

 

The undersigned hereby agree that the Statement on Schedule 13G dated September 21, 2022 with respect to the Common Stock, $0.01 par value per share, of BlueLinx Holdings Inc., a Delaware corporation, and any further amendments thereto executed by each and any of the undersigned shall be filed on behalf of each of the undersigned pursuant to and in accordance with the provisions of Rule 13d-1(k)(1) under the Securities Exchange Act of 1934, as amended.

 

Dated: September 21, 2022

 

  Voss Value MASTER Fund, L.P.
   
  By:

Voss Advisors GP, LLC

General Partner

     
  By: /s/ Travis W. Cocke
 
    Name: Travis W. Cocke
    Title: Managing Member

 

  VOSS VALUE-ORIENTED SPECIAL SITUATIONS FUND, LP
   
  By:

Voss Advisors GP, LP

General Partner

   
  By: /s/ Travis W. Cocke
 
    Name: Travis W. Cocke
    Title: Managing Member

 

  Voss Advisors GP, LLC
 
  By: /s/ Travis W. Cocke
 
    Name: Travis W. Cocke
    Title: Managing Member

 

  Voss Capital LLC
 
  By: /s/ Travis W. Cocke
 
    Name: Travis W. Cocke
    Title: Managing Member

 

  /s/ Travis W. Cocke
 
  Travis W. Cocke