Terminal · Institutions

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 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Clayton, Dubilier & Rice, LLC (CIK 1538642) reported $895.0M across 2 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: REZI ($466.2M, 52.10%), AGL ($428.7M, 47.90%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1REZIResideo Technologies, Inc.$466.2M52.10%15.0MAdded
2AGLAgilon Health, Inc.$428.7M47.90%4.0MHold

Source: SEC Form 13F filings · as of 2026-06-30