Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Clayton, Dubilier & Rice, LLC (CIK 1538642) reported $536.5M across 2 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: REZI ($504.8M, 94.10%), AGL ($31.6M, 5.90%), AGL ($0, 0.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | REZI | Resideo Technologies, Inc. | $504.8M | 94.10% | 15.0M | Hold |
| 2 | AGL | Agilon Health, Inc. | $31.6M | 5.90% | 4.0M | New |
| 3 | AGL | Agilon Health, Inc. | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31