NYSE · Industrials

RESIDEO TECHNOLOGIES INC REZI

Resideo Technologies, Inc. develops, manufactures, sells, and distributes comfort, energy management, and safety and security solutions in the United States, Europe, and internationally. The company operates through Products and Solutions and ADI Global Distribution segments.

Wholesale Distributors

Company profile

Business mix

  • The company operates through Products and Solutions and ADI Global Distribution segments.
  • The ADI Global Distribution segment distributes low-voltage products, including security and audio-visual solutions serving commercial and residential markets through an omnichannel go-to-market platform.
  • The company sells its products and services through a network of professional contractors, installers and integrators, distributors, and original equipment manufacturers, as well as retailers and online merchants.
  • Resideo Technologies, Inc. was incorporated in 2018 and is headquartered in Scottsdale, Arizona.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in industrial distribution?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 3 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE N/A FCF -28.31% Buyback -0.5%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Ariel Investments John Rogers 2.3% $204.9M 2026-03-31
Tweedy, Browne Company 0.2% $2.5M 2026-03-31
Miller Value Partners Bill Miller 0.6% $2.4M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 2 Last 1 13F filing periods
Net reducers 2 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $3.3M Estimated from net added shares
Reduction amount $58.5M Estimated from net reduced shares
Net share change / base shares -20.2% -1,570,660 / 7,792,901
Miller Value Partners Bill Miller 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$2.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 1 periods +69,762 (New) Total shares 69,762 Value $2.4M
Sachem Head Capital Management Scott Ferguson 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$57.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,625,000 Last 1 periods -1,625,000 (-100.0%) Total shares 0 Value $0
Ariel Investments John Rogers 1 filing periods
13F 2026-03-31 Filed 2026-05-14
Minor reduction Shares -0.7% 13F value change -$10.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 6,121,216 Last 1 periods -42,365 (-0.7%) Total shares 6,078,851 Value $204.9M
Tweedy, Browne Company 1 filing periods
13F 2026-03-31 Filed 2026-05-06
Major increase Shares 57.7% 13F value change +$842,423
Settlement As of 13F 2026-03-31 · Filed 2026-05-06
Base shares 46,685 Last 1 periods +26,943 (+57.7%) Total shares 73,628 Value $2.5M

Recent mentions

No public mentions.