JELD
Jeld-wen Holding Inc
2 super-investors hold JELD worth a combined $9M. The largest position: Bill Miller at 2.1% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 35 — ranked #220 of 724 scored stocks.
Why super-investors own JELD
Bill Miller is the primary driver of super-investor interest in JELD, holding $8M — roughly 2.1% of his portfolio — making it a meaningful position by his standards. Joel Greenblatt holds a negligible stake at under $1M and essentially 0% portfolio weight. The cohort count has been flat at one (or two, counting Greenblatt's rounding-to-zero position) for at least five consecutive quarters, suggesting no new conviction is forming around the name. Miller added to his position in 2026Q1, the only activity recorded this quarter, indicating he remains the sole engaged holder. With combined cohort exposure of just $9M and no new entrants, broader super-investor interest in JELD is minimal and showing no signs of expanding.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2025Q1 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Bill Miller | 2.1% | 5q | $8M | 6,619,885 |
| 2 | Joel Greenblatt | <0.1% | 35q | $946K | 762,737 |
Owners of JELD also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Bill Miller | ADD | 2.1% | +60% | $8M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 47580P103. Not investment advice.