What smart money is saying about Fortune Brands Innovations, Inc.
3 funds in our archive have pitched Fortune Brands Innovations, Inc. — most recently Vulcan Value Partners Investment Strategies in June 2026.
Fortune Brands Innovations, Inc. specializes in providing a diverse array of water, outdoor, and security-focused products. Their extensive offerings encompass solutions for water management, smart connected devices, outdoor living enhancements, material transformation, sustainability efforts, safety, and overall well-being. The company's brand portfolio features well-known names such as Moen, House of Rohl, Aqualisa, Therma-Tru, Larson, Fiberon, Master Lock, and SentrySafe. Established in 1988, Fortune Brands Innovations, Inc. is headquartered in Deerfield, Illinois.
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Position history
Between Q3 2023 and Q2 2026, 8 fund letters reported a position in Fortune Brands Innovations, Inc. — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 8 | 1 | 0 | 1 |
| Q4 2025 | 0 | 0 | 0 | 1 |
| Q3 2023 | 0 | 0 | 0 | 1 |
Fund activity · 10 positions · 1 move
- June 2026
“Non-REIT Real Estate Companies (15.8%) While the Fund emphasizes REITs, we retain flexibility to invest in non-REIT real estate companies, which we typically limit to approximately 25% of net assets. At times these investments may offer more attractive growth, income, valuation, and share price appreciation potential relative to traditional REITs. 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.”
Fortune Brands Innovations, Inc. - June 2026
“Non-REIT Real Estate Companies (15.8%) While the Strategy emphasizes REITs, we retain flexibility to invest in non-REIT real estate companies, which we typically limit to approximately 25% of net assets. At times these investments may offer more attractive growth, income, valuation, and share price appreciation potential relative to traditional REITs. 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.”
Fortune Brands Innovations, Inc. - June 2026
“Fortune Brands Innovations is a leading manufacturer of home and security products, with a diverse portfolio of well- known brands.”
Fortune Brands Innovations, Inc. - June 2026
“• Building products company Fortune Brands outperformed in 2Q26 after announcing a strategic review of its composite decking business and appointing a new CEO with deep industry experience.”
Fortune Brands Innovations, Inc. - New positionBrandes Small Cap Value FundJune 2026
“the small-cap investment committee added two food products businesses, The Campbell’s Company and Conagra Brands, as well as building products company Fortune Brands Innovations.”
Fortune Brands Innovations, Inc. - June 2026
“Fortune Brands Innovations is a leading manufacturer of home and security products, with a diverse portfolio of well- known brands. The company sells faucets, shower heads, and other plumbing products with its primary brand being Moen. Other products include security doors, composite decking, locks, and safes. Fortune Brands Innovations has a portfolio of iconic and trusted brands with strong consumer recognition and loyalty. Additionally, the company has a 8www.vulcanvaluepartners.com||205.803.1582 global supply chain, reputation for quality, and strong relationships with distributors, retailers, plumbers, and others in the industry. These brands and relationships have been in place for decades, and the company holds leading market positions in many of its product categories. During the quarter, activist and board member Ed Garden increased his stake in the company, Fortune Brands initiated a strategic review of its composite decking business, and Jesse Singh was announced as the new CEO.”
Fortune Brands Innovations, Inc. - June 2026
“While we did not lead the charge on the recent positive changes at Fortune Brands (thank you Ed and Arkin at Garden Investments), we did engage behind the scenes in a way that was helpful to all involved as the company worked to get back on track and ended the quarter with a great new CEO hire.”
Fortune Brands Innovations, Inc. - June 2026
“Fortune Brands contributed for the quarter.”
Fortune Brands Innovations, Inc. - June 2026
“While we did not lead the charge on the recent positive changes at Fortune Brands (thank you Ed and Arkin at Garden Investments), we did engage behind the scenes in a way that was helpful to all involved as the company worked to get back on track and ended the quarter with a great new CEO hire.”
Fortune Brands Innovations, Inc. - June 2026
“While we did not lead the charge on the recent positive changes at Fortune Brands (thank you Ed and Arkin at Garden Investments), we did engage behind the scenes in a way that was helpful to all involved as the company worked to get back on track and ended the quarter with a great new CEO hire.”
Fortune Brands Innovations, Inc.
Fund coverage · 3 theses
Fortune Brands Innovations is a home and security products leader with trusted brands, strong distribution relationships, and a new CEO with a strong value-creation track record.
Read the full thesis- 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 2023
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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