Clayton, Dubilier & Rice, LLC
Private Equity
Clayton, Dubilier & Rice, LLC is a Private Equity based in New York, NY led by Nathan Kerry Sleeper, reporting $82.2B in AUM as of Q3 2025 with 85% Industrials concentration, with only 2 positions, and 85% allocation to REZI.
CEONathan Kerry Sleeper
- Portfolio Value
- $676.7M
- Positions
- 2
- Top Holding
- REZI at 84.78%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Clayton, Dubilier & Rice, LLC's portfolio (100% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Security & Protection Services Industrials | $573.7M | 84.78% | +$324.6M Bought | 8.93% 13.3M shares | |
Medical - Care Facilities Healthcare | $103.0M | 15.22% | — | 24.13% 100.0M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Clayton, Dubilier & Rice, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+130.26% |
Decreased Positions
| Position | Shares Δ |
|---|---|
| No decreased positions | |
Analytics
Portfolio insights and performance metrics for Clayton, Dubilier & Rice, LLC
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