Every super-investor and insider move tracked across 23 tickers in this industry.
| # | Manager | Sector value |
|---|---|---|
| 1 | Wellington Management | $1.76B |
| 2 | Norges Bank Norway SWF | $1.69B |
| 3 | Ken Griffin Citadel Advisors | $1.23B |
| 4 | Bill Nygren Harris / Oakmark | $1.15B |
| 5 | T. Rowe Price | $1.00B |
| 6 | Ken Fisher Fisher Asset Mgmt | $831M |
| 7 | AQR Capital Management | $770M |
| 8 | Dodge & Cox | $709M |
| 9 | D.E. Shaw & Co. | $635M |
| 10 | Sands Capital Management | $593M |
| 11 | Izzy Englander Millennium Mgmt | $503M |
| 12 | Warren Buffett Berkshire Hathaway | $457M |
| # | Ticker | Company | Value |
|---|---|---|---|
| 1 | CARR | CARRIER GLOBAL CORPORATION | $3.06B |
| 2 | MAS | MASCO CORP | $1.43B |
| 3 | LII | LENNOX INTL INC | $1.13B |
| 4 | OC | OWENS CORNING NEW | $1.12B |
| 5 | BLDR | BUILDERS FIRSTSOURCE INC | $1.06B |
| 6 | LPX | LOUISIANA PAC CORP | $945.4M |
| 7 | WMS | ADVANCED DRAIN SYS INC DEL | $916.4M |
| 8 | TREX | TREX CO INC | $767.4M |
| 9 | CSL | CARLISLE COS INC | $756.1M |
| 10 | AAON | AAON INC | $706.8M |
| 11 | FBIN | FORTUNE BRANDS HOME & SEC IN | $679.7M |
| 12 | AWI | ARMSTRONG WORLD INDS INC NEW | $523.6M |
| 13 | SPXC | SPX TECHNOLOGIES INC | $522.5M |
| 14 | GFF | GRIFFON CORP | $208.2M |
| 15 | ARLO | ARLO TECHNOLOGIES INC | $84.9M |
| 16 | SWIM | LATHAM GROUP INC | $71.0M |
| 17 | ROCK | GIBRALTAR INDS INC | $39.4M |
| 18 | APOG | APOGEE ENTERPRISES INC | $29.1M |
| 19 | NX | QUANEX BLDG PRODS CORP | $28.6M |
| 20 | JELD | JELD-WEN HLDG INC | $21.4M |
| 21 | LMB | LIMBACH HLDGS INC | $20.1M |
| 22 | JBI | JANUS INTERNATIONAL GROUP IN | $18.5M |
| 23 | ASPN | ASPEN AEROGELS INC | $10.4M |