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BCP Investment

BCIC on Nasdaq. Market value $85m.

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Should I look at this?

We have not checked this company yet

This is not advice.

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Who owns it

None of the long-term investors we follow own it. 42 funds in all.

Jun '25
Dec '25
Jun '26
Largest holders overall

From 13F filings for the quarter ended 30 June 2026.

Big holders and activists

No one has reported a stake above 5% since December 2024.

From Schedule 13D and 13G filings: anyone owning more than 5% must file one.

What insiders did

In the last 12 months, 7 insiders bought $2m of shares on the open market. 1 sold $1m.

  • Goldthorpe Edward J.
    President, CEO, Director
    Bought
    Date
    22 June 2026
    Shares
    13,738
    Price
    $7.16
    Value
    $98,364
  • Kehler Dean C
    Director
    Sold
    Date
    18 May 2026
    Shares
    15,000
    Price
    $7.64
    Value
    $114,600
  • Grunebaum George
    Director
    Bought
    Date
    23 March 2026
    Shares
    6,800
    Price
    $7.54
    Value
    $51,272
  • Kehler Dean C
    Director
    Sold
    Date
    23 March 2026
    Shares
    37,100
    Price
    $7.38
    Value
    $273,798
  • Held David
    Chief Compliance Officer
    Bought
    Date
    23 March 2026
    Shares
    938
    Price
    $7.35
    Value
    $6,894
  • Satoren Brandon
    CFO, Treasurer and Secretary
    Bought
    Date
    23 March 2026
    Shares
    325
    Price
    $7.47
    Value
    $2,428
  • Schafer Patrick
    Chief Investment Officer, Director
    Bought
    Date
    20 March 2026
    Shares
    2,655
    Price
    $7.48
    Value
    $19,859
  • Duka Alexander
    Director
    Bought
    Date
    20 March 2026
    Shares
    2,000
    Price
    $7.34
    Value
    $14,680
  • Kehler Dean C
    Director
    Sold
    Date
    19 March 2026
    Shares
    27,378
    Price
    $7.60
    Value
    $208,073
  • Kehler Dean C
    Director
    Sold
    Date
    18 March 2026
    Shares
    26,089
    Price
    $7.98
    Value
    $208,084

From Form 4 filings: insiders must report trades in their own company's shares within two days.

Warning signs in its filings

Problems the company itself reported to the SEC, in its own words.

None of the warning signs we check for were found.

We look for five warning signs: doubt it can keep going, weak checks on its own accounts, a notice that its past accounts can't be relied on, a change of auditor, and one customer bringing in a big share of sales. We don't check lawsuits, investigations or debt yet.

We checked the auditor's report, internal controls, restatement notices, auditor changes and big customers in the 10-K filed 5 Mar 2026, plus the 10-Q filed 6 Aug 2026 and 8 later 8-Ks.

A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.

The deep dive

Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.

  • What the business is worth, as a range, and the margin of safety at today’s price
  • Prices to start buying, buy, and buy hard
  • The three things that would make this a mistake
  • Every number footnoted to the filing it came from
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What a finished deep dive looks like

Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.