Institutional Fund
Clayton, Dubilier & Rice, LLC
New York, NYCIK 15386425 filings on record
Portfolio Value
$536.49M
Q1 2026
Holdings
2
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-9.8%
from $594.96M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Resideo Technologies Inc94.1%
- Agilon Health Inc5.9%
Portfolio Holdings
2 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Resideo Technologies Inc | 14.98M | $504.85M | 94.1% | 0 | Held |
| 2 | Agilon Health Inc | 4.00M | $31.64M | 5.9% | +4.00M | New |