
What smart money is saying about JELD-WEN
2 funds in our archive have pitched JELD-WEN — most recently Miller Deep Value Strategy in June 2025.
JELD-WEN Holding, Inc. designs, manufactures, and sells doors and windows primarily in North America, Europe, and Australasia. The company offers a line of residential interior and exterior door products, including patio doors, and folding or sliding wall systems; non-residential doors; and wood, vinyl, aluminum, and wood composite windows. It also provides other ancillary products and services, such as shower enclosures and wardrobes, moldings, trim boards, lumber, cutstocks, glasses, staircases, hardware and locks, cabinets, and screens, as well as molded door skins, and miscellaneous installation and other services. The company markets its products under the JELD-WEN, Swedoor, DANA, Corinthian, Stegbar, LaCantina, VPI, and Breezway brands. It serves wholesale distributors and retailers, as well as individual contractors and consumers. The company was founded in 1960 and is headquartered in Charlotte, North Carolina.
Fund coverage · 2 theses
- Miller Deep Value StrategyJune 2025
JELD-WEN is undergoing a multi-year transformation plan that has already reduced fixed costs significantly and presents strong long-term upside potential, despite short-term risks in the housing market.
Read the full thesis - Miller Deep Value StrategyMarch 2025
JELD-WEN is a leading manufacturer of doors and windows facing short-term challenges but has significant long-term upside potential through automation and cost-cutting measures, supported by favorable market dynamics and real estate ownership.
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