CD&R Keeps Buying Resideo Technologies, Adds Another $63 Million in Stock

3 weeks ago 13

Josh Kohn-Lindquist, The Motley Fool

Mon, February 9, 2026 astatine 11:01 AM CST 4 min read

According to a Securities and Exchange Commission (SEC) filing dated Feb. 9, 2026, Clayton, Dubilier & Rice, LLC (CD&R) accrued its involvement successful Resideo Technologies (NYSE:REZI) by 1,689,758 shares. The estimated transaction value, based connected the mean quarterly closing price, was astir $62.53 million. The fund's quarter-end presumption worth successful Resideo Technologies decreased by $47.74 million, reflecting some caller purchases and banal terms movements.

This bargain brings the Resideo Technologies involvement to 88.4% of 13F reportable AUM arsenic of Dec. 31, 2025.

Top holdings aft the filing:
- Resideo Technologies: $525.96 cardinal (88.4% of AUM)
- Agilon Health: $69.00 cardinal (11.6% of AUM)

As of Feb. 6, 2026, shares were trading astatine $36.38, up 65.3% implicit the past twelvemonth and outperforming the S&P 500 by 53 percent points.

Metric

Value

Price (as of marketplace adjacent 2/6/26)	$36.38
Market Capitalization	$5.44 billion
Revenue (TTM)	$7.44 billion
Net Income (TTM)	($640.00) million

Resideo Technologies:

Provides comfort, residential thermal, and information solutions, including somesthesia and humidity controls, information panels, sensors, and astute location products, chiefly nether the Honeywell Home brand.
Operates done 2 segments: Products & Solutions, which manufactures and sells proprietary products, and ADI Global Distribution, which distributes a wide portfolio of information and connected location products to commercialized and residential markets.
Serves contractors, archetypal instrumentality manufacturers, work providers, and retailers targeting some residential and non-residential end-users successful the United States, Europe, and internationally.

Resideo Technologies provides astute home, security, and comfortableness solutions with a planetary organisation web and a diversified merchandise portfolio. The institution leverages its established brands and wide transmission entree to service some commercialized and residential markets astatine scale.

Private equity steadfast Clayton, Dubilier, and Rice (CD&R) added to its Resideo Technologies holdings for the 3rd consecutive quarter. This is noteworthy for investors not lone due to the fact that the institution present owns 88% of the firm’s holdings, but due to the fact that the purchases are taking spot months earlier Resideo’s upcoming spinoff. To me, this indicates that the steadfast sees imaginable upside successful Resideo and ADI being abstracted entities. I’d thin to hold arsenic the companies absorption connected adjacent yet antithetic niches successful the Internet of Things world.

Resideo is simply a shaper of residential controls and sensing solutions, whereas ADI is simply a distributor of information and audio-visual solutions. This benignant of transaction is close down CD&R’s alley, arsenic it likes to spouse with companies to amended and streamline their operations. An upcoming spinoff similar this is an perfect concern for them to permission their people connected the process. With the combined institution trading astatine conscionable 0.7 times income and an EV/EBITDA ratio of 11, determination is minimal upside priced into the stock.