Clayton, Dubilier & Rice as of Sept. 30, 2023
Portfolio Holdings for Clayton, Dubilier & Rice
Clayton, Dubilier & Rice holds 5 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Core & Main (CNM) | 52.6 | $2.9B | 99M | 28.85 | |
| Agilon Health (AGL) | 32.7 | $1.8B | 100M | 17.76 | |
| Beacon Roofing Supply (BECN) | 14.6 | $790M | 10M | 77.17 | |
| Graphic Packaging Holding Company (GPK) | 0.1 | $4.8M | 215k | 22.28 | |
| Frontdoor (FTDR) | 0.0 | $154k | 5.0k | 30.59 |
