Clayton, Dubilier & Rice

Clayton, Dubilier & Rice as of March 31, 2020

Portfolio Holdings for Clayton, Dubilier & Rice

Clayton, Dubilier & Rice holds 9 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NCI Building Systems 38.7 $283M 62M 4.56
Beacon Roofing Supply (BECN) 31.1 $228M 14M 16.54
Smiledirectclub (SDCCQ) 17.2 $126M 27M 4.67
Covetrus 12.3 $90M 11M 8.14
Graphic Packaging Holding Company (GPK) 0.4 $2.6M 215k 12.20
Siteone Landscape Supply (SITE) 0.2 $1.5M 21k 73.63
Hd Supply 0.1 $429k 15k 28.45
Servicemaster Global 0.0 $272k 10k 27.02
Frontdoor (FTDR) 0.0 $175k 5.0k 34.76