Clayton, Dubilier & Rice, LLC Portfolio Holdings
Q3 2025•2 long positions•$676.7M portfolio value
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Holding2 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Security & Protection Services Industrials | $573.7M 84.78% | +$324.6M Bought | 8.93% 13.3M shares | 5.8M → 13.3M +$324.6M | +130.26% | $6.4B Mid Cap | Q2 2025 Held for 5 months | |
Medical - Care Facilities Healthcare | $103.0M 15.22% | — | 24.13% 100.0M shares | — | — | $426.9M Small Cap | Q2 2021 Held for 4y 5m |
