JBI
Janus International Group, Inc. · Basic Materials · Construction Materials
Señales de momentum (gestores comparables):
amplitud de titulares -10.0% ·
flujo de acciones -3.2% ·
nuevas posiciones netas -11.1%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 83 | +2 | 82.87M | $460.01M | +6 | −5 |
| Q1 2026 | 85 | -2 | 82.30M | $422.38M | +8 | −10 |
| Q4 2025 | 87 | 0 | 90.97M | $595.46M | +1 | −1 |
| Q3 2025 | 17 | 0 | 63.02M | $622.06M | — | — |
| Q2 2025 | 14 | +1 | 49.51M | $403.05M | +1 | — |
| Q1 2025 | 10 | 0 | 8.87M | $63.85M | — | — |
| Q4 2024 | 10 | 0 | 13.63M | $100.20M | +2 | −2 |
| Q3 2024 | 9 | -1 | 10.31M | $104.29M | +1 | −2 |
| Q2 2024 | 10 | — | 10.66M | $134.62M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 4.37M | +47.8% | $44.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Wellington Management ✦ | 4.37M | +47.8% | $44.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Wellington Management ✦ | 4.37M | +47.8% | $44.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wellington Management ✦ | 4.37M | +47.8% | $44.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Wellington Management ✦ | 4.37M | +47.8% | $44.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Geode Capital Management ✦ (pasivo) | 3.22M | +21.9% | $32.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Geode Capital Management ✦ (pasivo) | 3.22M | +21.9% | $32.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Millennium Management ✦ | 1.16M | -19.1% | $11.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 834.61K | -1.2% | $8.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 834.61K | -1.2% | $8.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Renaissance Technologies ✦ | 409.70K | -67.6% | $4.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Two Sigma Investments ✦ | 157.29K | -87.9% | $1.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 75.93K | -27.3% | $767,652 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 75.93K | -27.3% | $767,652 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | D. E. Shaw & Co. ✦ | 49.43K | Nuevo | $499,758 | 0.0% | New | 1 | SEC ↗ |
| 16 | T. Rowe Price ✦ | 46.33K | +2.7% | $469,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| D. E. Shaw & Co. | $499,758 | 0.0% |
Posición cerrada
| Point72 Asset Management | $727,596 | era 0.0% |
| Gotham Asset Management | $269,133 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 202 tenedores, 120.32M acciones, $614.41M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.