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JELD · Industrials · Construction · Market cap $243M

2 funds in our archive have pitched JELD-WEN — most recently Miller Deep Value Strategy in June 2025.

Company profile

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.

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1
Reported positions
0
Bought
0
Sold
3
Letters

Position history

Between Q1 2025 and Q2 2026, 1 fund letter reported a position in JELD-WEN, with no move described.

Fund letters reporting a position in JELD-WEN, by quarter
QuarterLettersBoughtSoldTheses
Q2 20261000
Q2 20250001
Q1 20250001

Fund activity · 1 position

  • As at June 30, 2026: JELD-WEN Holding, Inc., Adams Homes Inc., Gray Media, Inc. and Tenaz Energy Corp. and West Edmonton Mall Property Inc. securities were held in EdgePoint Global Growth & Income Portfolio, EdgePoint Canadian Growth & Income Portfolio and EdgePoint Monthly Income Portfolio.
    JELD-WEN

Fund coverage · 2 theses

  • 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.

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  • 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.

    Read the full thesis

Read every full thesis on JELD-WEN

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