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Clayton, Dubilier & Rice, LLC 13F Holdings · Q2 2026

Clayton, Dubilier & Rice, LLC reported 2 securities worth $894.97M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: REZI (52.10%), AGL (47.90%). Among its top 25 positions this quarter: 1 added.

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

Every position in this 13F-HR, with its change from the prior quarter.

13F holdings, latest quarter

SourceSEC EDGAR13F-HR