DC Investments Management’s JELD-WEN Holding JELD Stock Holding History

DC Investments Management’s Portfolio JELD Stock Details JELD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-257,437	Closed	-$1.26M	–	69
2025 Q3	$1.26M	Sell	257,437 -281,997	-52%	-$1.51M	0.52%	37
2025 Q2	$2.11M	Hold	539,434	–	–	0.88%	23
2025 Q1	$3.22M	Hold	539,434	–	–	1.66%	14
2024 Q4	$4.42M	Buy	539,434 +280,488	+108%	+$3.38M	2.88%	9
2024 Q3	$4.09M	Hold	258,946	–	–	2.86%	9
2024 Q2	$3.49M	Sell	258,946 -1,300	-0.5%	-$21.7K	2.94%	9
2024 Q1	$5.53M	Hold	260,246	–	–	4.48%	5
2023 Q4	$4.91M	Buy	+260,246	New	+$3.87M	4.94%	8

Other funds holding JELD

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

DC Investments Management's JELD Position: Q4 2025 in Review

DC Investments Management sold out of JELD-WEN Holding (JELD) in Q4 2025, closing a stake of 257,437 shares — an estimated $1.26M sold.

DC Investments Management first reported a position in JELD in Q4 2023 and held it in 8 quarters. The position peaked at $5.53M in Q1 2024. 143 funds tracked by Wall St. Rank hold JELD as of Q4 2025.

DC Investments Management reported no remaining JELD-WEN Holding position as of Q4 2025 after selling out during the quarter.
DC Investments Management sold 257,437 JELD-WEN Holding shares in Q4 2025, an estimated $1.26M.
DC Investments Management first reported a position in JELD-WEN Holding in Q4 2023 and held it in 8 quarters.
DC Investments Management's JELD-WEN Holding position peaked at $5.53M in Q1 2024.
143 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q4 2025.

Based on DC Investments Management's 13F filing for Q4 2025, filed 13 Feb 2026.