Clayton, Dubilier & Rice, LLC holds a concentrated book of 2 stocks worth $895.0M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Agilon Health, Inc.. Their largest long position is Resideo Technologies Inc at 52% of the equity book. Cloning the disclosed picks since 2024 would be +66% (+33.8%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Clayton, Dubilier & Rice, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 4.2 points over this window.
Growth of $10,000 cloning Clayton, Dubilier & Rice, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
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Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
No trims or exits this quarter.
Other tracked managers holding the same core names as Clayton, Dubilier & Rice, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 4 / 2 | $1.6B |
| VANGUARD GROUP INC | 4 / 2 | $1.5B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4 / 2 | $646.5M |
| VANGUARD CAPITAL MANAGEMENT LLC | 4 / 2 | $501.7M |
| STATE STREET CORP | 4 / 2 | $474.9M |
| DIMENSIONAL FUND ADVISORS LP | 4 / 2 | $434.4M |
| FMR LLC | 4 / 2 | $318.6M |
| GEODE CAPITAL MANAGEMENT, LLC | 4 / 2 | $288.4M |
Ranked by how many of Clayton, Dubilier & Rice, LLC's top 2 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Resideo Technologies, Inc. Com | $466.2M | 14.99M | 52.1% | ▲+0.1% Added · +16K sh | |
| 2 | Agilon Health, Inc. Com New | $428.7M | 4.00M | 47.9% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 2 | $895.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 8, 2026 | 2 | $536.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 9, 2026 | 2 | $595.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 3, 2025 | 2 | $676.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 28, 2025 | 2 | $357.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 9, 2025 | 2 | $435.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 3, 2025 | 3 | $192.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 1, 2024 | 4 | $401.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.