5 Best Stocks to Buy According to Angela Aldrich’s Bayberry Capital Partners

3. Janus International Group, Inc. (NYSE:JBI)

Bayberry Capital Partners’ Stake Value: $41,222,000

Percentage of Bayberry Capital Partners’ 13F Portfolio: 12.89%                     

Number of Hedge Fund Holders: 11

Janus International Group, Inc. (NYSE:JBI) continued to remain Bayberry Capital Partners’ third most loved stock at the end of June, the same spot it commanded at the end of Q1. Though Bayberry Capital Partners upped its stake in the company by 12% during Q2, the popularity of Janus International Group, Inc. (NYSE:JBI) among funds tracked by Insider Monkey reduced by half during that period.

On August 16, Janus International Group, Inc. (NYSE:JBI)  declared its second-quarter numbers. It reported non-GAAP EPS of $0.17 on revenue of $247.7 million for that period, beating analysts’ estimates by $0.04 and $21.4 million, respectively. Wasatch Global Investors, an investment management firm, released its first-quarter investor letter for its “Wasatch Small Cap Value Fund” earlier this year in which it had this to say about Janus International Group, Inc. (NYSE:JBI):

“Companies with international exposure in terms of both sourcing and customers were hurt by increased supply-chain disruptions. Fund holding felt some of these pressures in the first quarter, as did Janus International Group, Inc. (NYSE:JBI). We maintained holdings in the company on the view that it is well-positioned to grow once shorter-term issues have dissipated.”