What smart money is saying about AZEK Company
AZEK
No fund has written a full thesis on AZEK Company in our archive, but 2 fund letters report a position in it — most recently Mairs and Power Small Cap Fund in September 2025.
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2
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Between Q1 2025 and Q3 2025, 2 fund letters reported a position in AZEK Company — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2025 | 1 | 0 | 1 | 0 |
| Q1 2025 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions · 1 move
- September 2025
“The Fund also started a position in James Hardie Industries after the company’s acquisition of our long-term holding, AZEK Company.”
AZEK Company - March 2025
“AZEK Co., a designer and manufacturer of wood alternative building products, edged forward by 3%.”
AZEK Company
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