What smart money is saying about Fortune Brands Innovations, Inc.
2 funds in our archive have pitched Fortune Brands Innovations, Inc. — most recently Baron Real Estate Fund in December 2025.
Fortune Brands Innovations, Inc. provides water, outdoor, and security products, including water management, connected products, outdoor living, material conversion, sustainability, safety, and wellness. The company's portfolio of brands comprising Moen, House of Rohl, Aqualisa, Therma-Tru, Larson, Fiberon, Master Lock, and SentrySafe. Fortune Brands Innovations, Inc. was incorporated in 1988 and is headquartered in Deerfield, Illinois.
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Position history
Between Q3 2025 and Q2 2026, 2 fund letters reported a position in Fortune Brands Innovations, Inc., with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 0 | 0 |
| Q4 2025 | 0 | 0 | 0 | 1 |
| Q3 2025 | 0 | 0 | 0 | 1 |
Fund activity · 2 positions
- HoldsBaron Real Estate Income FundJune 2026
“Current non-REIT holdings include Meritage Homes Corporation , Brookfield Infrastructure Corporation , Marriott Vacations Worldwide Corporation , Fortune Brands Innovations, Inc. , CRH public limited company , Vail Resorts, Inc. , The Home Depot, Inc. , GDS Holdings Limited , and Wyndham Hotels & Resorts, Inc.”
Read the letterFortune Brands Innovations, Inc. - HoldsBaron Real Estate Income StrategyJune 2026
“Current non-REIT holdings include Meritage Homes Corporation , Brookfield Infrastructure Corporation , Marriott Vacations Worldwide Corporation , Fortune Brands Innovations, Inc. , CRH public limited company , Vail Resorts, Inc. , The Home Depot, Inc. , GDS Holdings Limited , and Wyndham Hotels & Resorts, Inc.”
Read the letterFortune Brands Innovations, Inc.
Fund coverage · 2 theses
- Baron Real Estate FundDecember 2025
Fortune Brands Innovations is a leading home products company with strong brands, multiple growth drivers, margin expansion potential, and an attractive valuation supporting mid-teens EPS growth.
Read the full thesis - Bell Global Emerging Companies FundAugust 2025
Fortune Brands is a manufacturer of home and security products with a strong presence in North America, poised for recovery in its key market due to potential Fed rate cuts and lower mortgage rates.
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