JELD JELD-WEN HLDG INC

Ownership history in Caption Management, LLC  ·  15 quarters on record

This page tracks every 13F SEC filing in which Caption Management, LLC reported a position in JELD-WEN HLDG INC (JELD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.09% (2021 Q1)
Avg. % of fund
0.03%
First filed
2018 Q2
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 101,000 +42,836 +73.6% 0.00% $248K $2.46
2025 Q3 REDUCED 58,164 -3,836 -6.2% 0.00% $286K $4.91
2024 Q1 REDUCED 62,000 -65,000 -51.2% 0.02% $1.3M $21.23
2023 Q4 ADDED 127,000 +87,000 +217.5% 0.03% $2.4M $18.88
2022 Q3 REDUCED 40,000 -75,400 -65.3% 0.00% $349K $8.75
2022 Q3 ADDED 115,400 +65,400 +130.8% 0.01% $1.0M $8.75
2022 Q1 UNCHANGED 50,000 0% 0.01% $1.0M $20.28
2021 Q4 REDUCED 50,000 -100,000 -66.7% 0.01% $1.3M $26.36
2021 Q1 ADDED 150,000 +123,000 +455.6% 0.09% $4.2M $27.69
2021 Q1 REDUCED 27,000 -123,000 -82.0% 0.02% $748K $27.69
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% of Fund (quarterly)    JELD price (monthly, adj. close)
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