I hear that a lot, however they only have a single fundie as a "Sub", Capital Research and Management Company, part of the US-based Capital Group. The only other substantial holder is their MD Scott Didier's investment company JLRX Investments Pty Ltd. Mind you with a market cap of around $1.7 to $1.8 Billion, 5% of JLG is around $88 million, so there could be plenty of fundies on the register with less than $88m worth of JLG who won't show up due to being under that 5% threshold for a "Sub".
I don't think they have a tight register however. There's plenty of liquidity. I'm thinking of adding this one to my Strawman portfolio on a pullback. They certainly have plenty of work at the moment, so I don't expect much of a pullback in the near term. Happy to have them in one of my real money portfolios at this point.
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JLG CEO & MD, Scott Didier.
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https://www.linkedin.com/company/johns-lyng-group/?originalSubdomain=au
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National Retail Shop Fit-out Solutions - Johns Lyng Shopfit Services (jlshopfit.com.au)
![dbd129abb5307548c2ea4bf14596fe8414d52d.png](//strawman.com/member/uploads/objects/31/dbd129abb5307548c2ea4bf14596fe8414d52d.png)
https://investors.johnslyng.com.au/Investors/
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NSW floods: How Johns Lyng Group is seeing profit in disaster recovery (smh.com.au) [24 July 2022]
![06fd8a4067a8281f705194efcdf04aea2eff8c.png](//strawman.com/member/uploads/objects/23/06fd8a4067a8281f705194efcdf04aea2eff8c.png)
https://johnslyng.com.au/regional-builders/
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Brands - Johns Lyng Group
![9ab0131b162bc09f3142c5bb129842696ea201.png](//strawman.com/member/uploads/objects/38/9ab0131b162bc09f3142c5bb129842696ea201.png)
https://inside.strata.community/sca-vic-sponsor-spotlight-johns-lyng-strata-services/
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Has Johns Lyng Group been seriously oversold following CEO’s 7.5% selldown? (marketindex.com.au) [10 October 2022]
![b104ca51f859eea763a746ffbcd240add45e24.png](//strawman.com/member/uploads/objects/f5/b104ca51f859eea763a746ffbcd240add45e24.png)
"What 1.8m of rain looks like"
Johns Lyng Group has deployed one of its 'catastrophe rigs' to help Townsville battle floods - Stockhead [5 February 2019]
![f8f67926d44b99e54820a4c4c19412e5ffff59.png](//strawman.com/member/uploads/objects/45/f8f67926d44b99e54820a4c4c19412e5ffff59.png)
https://johnslyng.com.au/disaster-recovery/
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https://johnslyng.com.au/insurance-builders/
![690889de71b21009b6134c60893567e37ab1e2.png](//strawman.com/member/uploads/objects/97/690889de71b21009b6134c60893567e37ab1e2.png)
https://jlcommercial.com.au/
![b0c8e5849ff5d55cec06015c59687d01745fb7.png](//strawman.com/member/uploads/objects/9e/b0c8e5849ff5d55cec06015c59687d01745fb7.png)
Johns Lyng Group Volunteer Video - Victoria storm victims | VPA video production Melbourne (youtube.com) [27 January 2023]
![87624ef1992a48d7ac68436e44c8781c2c1b51.png](//strawman.com/member/uploads/objects/58/87624ef1992a48d7ac68436e44c8781c2c1b51.png)
https://johnslyng.com.au/brands/