Clayton, Dubilier & Rice, LLC Portfolio Holdings

Clayton, Dubilier & Rice, LLC

  • $677 Million
  • Q3 2025

Clayton, Dubilier & Rice, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $677 Million distributed in 2 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Resideo Technologies, Inc. with a value of $574M and Agilon Health, Inc. with a value of $103M.

Examining the 13F form we can see an increase of $319M in the current position value, from $357M to 677M.

Below you can find more details about Clayton, Dubilier & Rice, LLC portfolio as well as his latest detailed transactions.

Portfolio value $677 Million
Industrials: $574 Million
Healthcare: $103 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.81B
$574 Million 84.78% of portfolio
13,286,384
Q3 2025 Added 130.26%
$238M
$103 Million 15.22% of portfolio
100,000,000
Q2 2023 Reduced 48.62%

Summary

  • Portfolio
  • No. of Stocks 2
  • Current Value $677 Million
  • Prior Value $357 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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