What smart money is saying about Janus International Group Inc.
JBI
No fund has written a full thesis on Janus International Group Inc. in our archive, but 2 fund letters report a position in it — most recently Davenport in December 2025.
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2
Reported positions
2
Bought
0
Sold
2
Letters
Position history
Between Q4 2024 and Q4 2025, 2 fund letters reported a position in Janus International Group Inc. — 2 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q4 2025 | 1 | 1 | 0 | 0 |
| Q4 2024 | 1 | 1 | 0 | 0 |
Fund activity · 2 positions · 2 moves
- AddedDavenportDecember 2025
“Key detractors included Cable One Inc. (CABO), Janus International Group Inc. (JBI) and Trex Company Inc. (TREX). CABO gave up the stock’s attempt at a recovery in Q3 and is back to sporting an astounding 40% FCF yield. Janus and Trex each reported disappointing results and experienced share price declines well in excess of their respective guidance reductions. While near-term demand inflections will be difficult to predict in each of these more cyclically oriented businesses, we have elected to add to positions given depressed valuations on significantly revised expectations.”
Janus International Group Inc. - December 2024
Listed in AMG River Road Small Cap Value Fund’s reported holdings.
Janus International Group Inc.
Read the letters behind these Janus International Group Inc. positions
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