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Clayton, Dubilier & Rice, LLC

hedge fundUpdated 43 days ago

Managed by Clayton, Dubilier & Rice, Llc • Latest filing Q2 2026

Portfolio value
$895M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
-68.9%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table
PeriodPortfolio value
Q1 2023$9.2B
Q2 2023$6.8B
Q3 2023$5.4B
Q4 2023$3.7B
Q1 2024$618.7M
Q2 2024$661.9M
Q3 2024$401.6M
Q4 2024$192.6M
Q1 2025$435.8M
Q2 2025$357.3M
Q3 2025$676.7M
Q4 2025$595M
Q1 2026$536.5M
Q2 2026$895M

Top holdings

2 positions as of Q2 2026

View filing
R

Resideo Technologies, Inc.

+0.1%
Value
$466.2M
Shares
14.99M
% Port
52.10%
A
2.AGL

Agilon Health, Inc.

Unchanged
Value
$428.7M
Shares
4.00M
% Port
47.90%

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