Clayton, Dubilier & Rice, LLC Top Holdings and 13F Report (2024)

About Clayton, Dubilier & Rice, LLC

Clayton, Dubilier & Rice, LLC has $618.68 million in total holdings as of March 31, 2024.
Clayton, Dubilier & Rice, LLC owns shares of 4 different stocks, but just 1 company or ETF makes up 80% of its holdings.
About 407.27% of the portfolio was sold this quarter.
This quarter, Clayton, Dubilier & Rice, LLC has purchased 5 new stocks and bought additional shares in 0 stocks.
Clayton, Dubilier & Rice, LLC sold shares of 1 stock and completely divested from 1 stock this quarter.

Selling

Neutral

Buying

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AGL agilon health	$610,000,000		0.0%	100,000,000	98.6%	Medical
GPK Graphic Packaging	$6,271,803		0.0%	214,935	1.0%	Industrial Products
BECN Beacon Roofing Supply	$2,244,266	$511,481,513 ▼	-99.6%	22,896	0.4%	Retail/Wholesale
FTDR Frontdoor	$164,008		0.0%	5,034	0.0%	Construction
CNM Core & Main	$0	$2,008,245,425 ▼	-100.0%	0	0.0%	Business Services

Showing largest 100 holdings. View all holdings.

SEC Filings and Trading Data:

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