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Adds vs. Reduces by Quarter
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REZI —
RESIDEO TECHNOLOGIES INC
CUSIP: 76118Y104 · Held by 5 superinvestors · Combined value: $278,135,157
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | John Rogers | 2.3% | $214,977,106 | 6,121,216 | REDUCE | -576,648 |
| 2 | Richard Pzena | 0.1% | $48,206,590 | 1,372,625 | REDUCE | -831,842 |
| 3 | Ken Griffin | 0.0% | $11,669,006 | 332,261 | REDUCE | -196,338 |
| 4 | Ray Dalio | 0.0% | $1,642,878 | 46,779 | ADD | +23,955 |
| 5 | Tweedy Browne | 0.1% | $1,639,577 | 46,685 | ADD | +6,696 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Ray Dalio | ADD | +23,955 | +105.0% |
| Tweedy Browne | ADD | +6,696 | +16.7% |
| John Rogers | REDUCE | -576,648 | -8.6% |
| Ken Griffin | REDUCE | -196,338 | -37.1% |
| Richard Pzena | REDUCE | -831,842 | -37.7% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Ray Dalio | NEW BUY | +22,824 | New |
| Ken Griffin | ADD | +517,399 | +4619.6% |
| Tweedy Browne | ADD | +20,522 | +105.4% |
| John Rogers | REDUCE | -2,258,345 | -25.2% |
| Richard Pzena | REDUCE | -482,661 | -18.0% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| David Einhorn | SOLD | -324,010 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| David Einhorn | REDUCE | -165,289 | -33.8% |
Who Owns REZI? Superinvestor Holdings
RESIDEO TECHNOLOGIES INC is held by 5 tracked superinvestors, with a combined position value of $278 million . The largest positions are held by John Rogers (2.3% of portfolio), Richard Pzena (0.1% of portfolio), Ken Griffin (0.0% of portfolio).
In the most recent quarter, 2 superinvestors added or initiated positions while 3 reduced or exited.