On February 9, 2026, Clayton, Dubilier & Rice, LLC (CD&R) filed with the SEC, revealing an increase in its stake in Resideo Technologies (NYSE: REZI) by 1,689,758 shares, valued at approximately $62.53 million. Despite this purchase, the fund’s quarter-end position value in Resideo decreased by $47.74 million due to stock price fluctuations. CD&R’s stake now represents 88.4% of its reportable AUM as of December 31, 2025. As of February 6, 2026, Resideo shares traded at $36.38, marking a 65.3% increase over the past year, significantly outperforming the S&P 500 by 53 percentage points.
