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NYSE · Consumer Discretionary

FLOOR & DECOR HLDGS INC FND

Floor & Decor Holdings, Inc., together with its subsidiaries, operates as a multi-channel specialty retailer of hard surface flooring and related accessories, and commercial surfaces seller in the United States. The company offers wood-based laminate flooring, vinyl, and engineered/composite rigid core vinyl; porcelain and ceramic tile, porcelain mosaics and tile slabs; grout, mortar, backer board, tools, adhesives, underlayments, moldings, and stair treads; and decorative tiles and mosaics, such as natural stone, porcelain, ceramic, glass, wall tile, and decorative trims.

Sources StockAnalysis company profile stockanalysis.com
RETAIL: Building Materials

Company profile

Business mix

  • The company offers wood-based laminate flooring, vinyl, and engineered/composite rigid core vinyl; porcelain and ceramic tile, porcelain mosaics and tile slabs; grout, mortar, backer board, tools, adhesives, underlayments, moldings, and stair treads.
  • The company also provides solid prefinished and unfinished hardwood, engineered hardwood, bamboo, and wood countertops; marble, limestone, travertine, slate, ledger.
  • It sells products through its warehouse-format stores and five small-format design studios, as well as through Website, FloorandDecor.com.
  • The company serves professional installers, commercial businesses, and homeowners. The company was formerly known as FDO Holdings, Inc. and changed its name to Floor & Decor Holdings, Inc. in April 2017.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in home improvement retail?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 25.77 FCF 2.06% Buyback -0.07%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baron Capital Ron Baron 0.2% $64.7M 2026-03-31
Giverny Capital Francois Rochon 0.4% $11.8M 2026-03-31

Recent trading changes over the last 3 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 2 Last 3 13F filing periods
Net reducers 1 Last 3 13F filing periods
Unchanged holders 3 Share count unchanged
Increase amount $138.1M Estimated from net added shares
Reduction amount $203,302 Estimated from net reduced shares
Net share change / base shares +143.5% +1,879,799 / 1,309,743
Giverny Capital Francois Rochon 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 0.1% 13F value change -$509,615
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -0.1% 13F value change -$3.0M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -1.7% 13F value change -$2.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 235,831 Last 3 periods -4,002 (-1.7%) Total shares 231,829 Value $11.8M
Baron Capital Ron Baron 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 42.2% 13F value change +$31.0M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -11.3% 13F value change -$30.1M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -6.0% 13F value change -$17.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,073,912 Last 3 periods +199,852 (+18.6%) Total shares 1,273,764 Value $64.7M
Third Point Dan Loeb 2 filing periods
13F 2025-09-30 Filed 2025-11-14
New Shares - 13F value change +$98.0M
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$98.0M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 0 Last 3 periods +0 (New) Total shares 0 Value $0
Durable Capital Partners Henry Ellenbogen 3 filing periods
13F 2025-06-30 Filed 2025-08-14
New Shares - 13F value change +$106.2M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 17.7% 13F value change +$15.0M
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$121.3M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 0 Last 3 periods +0 (New) Total shares 0 Value $0
Eminence Capital Ricky Sandler 3 filing periods
13F 2025-06-30 Filed 2025-08-14
New Shares - 13F value change +$11.7M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 16.2% 13F value change +$1.5M
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$13.2M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 0 Last 3 periods +0 (New) Total shares 0 Value $0
Baillie Gifford legacy James Anderson 2 filing periods
13F 2025-03-31 Filed 2025-05-07
New Shares - 13F value change +$138.5M
13F 2025-06-30 Filed 2025-08-06
Minor reduction Shares -2.1% 13F value change -$10.6M
Settlement As of 13F 2025-06-30 · Filed 2025-08-06
Base shares 0 Last 3 periods +1,683,949 (New) Total shares 1,683,949 Value $127.9M

Recent mentions

No public mentions.