Clayton, Dubilier & Rice, LLC
Net buyer this quarter
$895M
2
+$491K
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 REZI | $466M | 52.10% | 9.90% | +0.1% | Q2 2025 |
 AGL | $429M | 47.90% | 23.83% | Not reported | Q2 2021 |
| Q1 2026 | |||||
| REZI | $505M | 94.10% | 9.90% | Not reported | Q2 2025 |
| AGL | $31.6M | 5.90% | 24.09% | Not reported | Q2 2021 |
| Q4 2025 | |||||
| REZI | $526M | 88.40% | 9.98% | +12.7% | Q2 2025 |
| AGL | $69M | 11.60% | 602.81% | Not reported | Q2 2021 |
| Q3 2025 | |||||
| REZI | $574M | 84.78% | 8.86% | +130.3% | Q2 2025 |
| AGL | $103M | 15.22% | 24.12% | Not reported | Q2 2021 |