[SCHEDULE 13D/A] Resideo Technologies, Inc. SEC Filing
Clayton, Dubilier & Rice (CD&R) reported an 18.3% beneficial stake in Resideo Technologies (Common Stock) through related Cayman entities. The filing shows CD&R Channel Holdings II, L.P. directly holds 12,132,567 shares and 498,500 shares of Series A Preferred Stock held by CD&R Channel Holdings are convertible into 18,517,830 common shares at an initial conversion price of $26.92, producing an aggregate reported beneficial ownership of 30,650,397 shares, equal to 18.3% of a 167,281,233 share base used for calculation. CD&R Channel Holdings alone is reported as owning an 11.1% as-converted interest. The amendment discloses recent open-market purchases by CD&R Holdings II on multiple dates in August 2025 totaling several hundred thousand shares at prices ranging roughly from $27.08 to $32.00. The filing includes an undertaking to provide detailed per-price purchase data to the issuer or the SEC staff.
Clayton, Dubilier & Rice (CD&R) ha dichiarato una partecipazione beneficiaria del 18,3% in Resideo Technologies (azioni ordinarie) tramite entit脿 collegate con sede nelle Cayman. La comunicazione indica che CD&R Channel Holdings II, L.P. detiene direttamente 12.132.567 azioni e che 498.500 azioni di Serie A Preferred detenute da CD&R Channel Holdings sono convertibili in 18.517.830 azioni ordinarie a un prezzo di conversione iniziale di $26,92, per una posizione complessiva riportata di 30.650.397 azioni, pari al 18,3% rispetto a una base di calcolo di 167.281.233 azioni. CD&R Channel Holdings 猫 indicata separatamente come titolare di un interesse, una volta convertito, dell'11,1%. L'emendamento rivela acquisti recenti sul mercato aperto effettuati da CD&R Holdings II in varie date di agosto 2025 per un totale di alcune centinaia di migliaia di azioni a prezzi compresi approssimativamente tra $27,08 e $32,00. Il deposito include l'impegno a fornire i dettagli degli acquisti per prezzo all'emittente o allo staff della SEC.
Clayton, Dubilier & Rice (CD&R) inform贸 una participaci贸n beneficiaria del 18,3% en Resideo Technologies (acciones ordinarias) a trav茅s de entidades relacionadas en las Islas Caim谩n. El documento muestra que CD&R Channel Holdings II, L.P. posee directamente 12.132.567 acciones y que 498.500 acciones de la Serie A Preferred en poder de CD&R Channel Holdings son convertibles en 18.517.830 acciones ordinarias a un precio de conversi贸n inicial de $26,92, dando como resultado una tenencia agregada reportada de 30.650.397 acciones, equivalente al 18,3% sobre una base de c谩lculo de 167.281.233 acciones. CD&R Channel Holdings aparece por s铆 sola como propietaria de un inter茅s, una vez convertido, del 11,1%. La enmienda revela compras recientes en el mercado abierto por parte de CD&R Holdings II en varias fechas de agosto de 2025 por un total de varias centenas de miles de acciones a precios de aproximadamente $27,08 a $32,00. El documento incluye el compromiso de proporcionar datos detallados de las compras por precio al emisor o al personal de la SEC.
Clayton, Dubilier & Rice (CD&R)電� 甏�霠� 旒�鞚措Ж 氩曥澑鞚� 韱淀暣 Resideo Technologies(氤错喌欤�)鞐� 雽�頃� 18.3%鞚� 鞁れ鞝� 歆�攵勳潉 氤搓碃頄堨姷雼堧嫟. 鞝滌稖靹滊鞐� 霐半ゴ氅� CD&R Channel Holdings II, L.P.電� 12,132,567欤茧ゼ 歆侅爲 氤挫湢頃橁碃 鞛堨溂氅�, CD&R Channel Holdings臧� 氤挫湢頃� 498,500欤检潣 Series A 鞖办劆欤茧姅 斓滌磮 鞝勴櫂臧� $26.92搿� 18,517,830欤检潣 氤错喌欤茧 鞝勴櫂霅� 靾� 鞛堨柎, 齑� 氤搓碃霅� 鞁れ唽鞙犾＜鞁濎垬電� 30,650,397欤茧 瓿勳偘 旮办磮 欤检嫕靾� 167,281,233欤检潣 18.3%鞐� 頃措嫻頃╇媹雼�. CD&R Channel Holdings 雼弲鞙茧電� 鞝勴櫂 旮办 11.1%鞚� 歆�攵勳潉 氤挫湢頃� 瓴冹溂搿� 氤搓碃霅╇媹雼�. 頃措嫻 靾橃爼氤搓碃靹滊姅 CD&R Holdings II臧� 2025雲� 8鞗� 鞐煬 雮犾鞐� 瓯胳硱 雽�霝� $27.08鞐愳劀 $32.00 靷澊鞚� 臧�瓴╈溂搿� 靾橃嫮毵� 欤茧ゼ 瓿店皽鞁滌灔 毵れ垬頃� 靷嫟鞚� 瓿店皽頃橁碃 鞛堨姷雼堧嫟. 鞝滌稖靹滊鞐愲姅 氚滍枆靷倶 SEC 歆侅洂鞐愱矊 臧�瓴╇硠 毵れ垬 雮挫棴鞚� 鞝滉车頃橁矤雼る姅 鞎届啀霃� 韽暔霅橃柎 鞛堨姷雼堧嫟.
Clayton, Dubilier & Rice (CD&R) a d茅clar茅 une participation b茅n茅ficiaire de 18,3 % dans Resideo Technologies (actions ordinaires) via des entit茅s li茅es aux 卯les Ca茂mans. Le d茅p么t indique que CD&R Channel Holdings II, L.P. d茅tient directement 12 132 567 actions et que 498 500 actions de la S茅rie A Preferred d茅tenues par CD&R Channel Holdings sont convertibles en 18 517 830 actions ordinaires 脿 un prix de conversion initial de 26,92 $, produisant une d茅tention b茅n茅ficiaire agr茅g茅e d茅clar茅e de 30 650 397 actions, soit 18,3 % d'une base de calcul de 167 281 233 actions. CD&R Channel Holdings est pr茅sent茅 s茅par茅ment comme d茅tenant un int茅r锚t converti de 11,1 %. L'amendement divulgue des achats r茅cents en march茅 ouvert par CD&R Holdings II 脿 plusieurs dates en ao没t 2025 pour un total de plusieurs centaines de milliers d'actions 脿 des prix d'environ 27,08 $ 脿 32,00 $. Le d茅p么t inclut l'engagement de fournir des donn茅es d茅taill茅es des achats par prix 脿 l'茅metteur ou au personnel de la SEC.
Clayton, Dubilier & Rice (CD&R) meldete 眉ber verbundene Cayman-Gesellschaften einen wirtschaftlichen Anteil von 18,3% an Resideo Technologies (Stammaktien). Die Einreichung zeigt, dass CD&R Channel Holdings II, L.P. direkt 12.132.567 Aktien h盲lt und dass 498.500 Aktien der Series A Preferred, die von CD&R Channel Holdings gehalten werden, zu einem anf盲nglichen Umwandlungspreis von $26,92 in 18.517.830 Stammaktien wandelbar sind, was eine insgesamt gemeldete wirtschaftliche Beteiligung von 30.650.397 Aktien ergibt, entsprechend 18,3% einer f眉r die Berechnung verwendeten Basis von 167.281.233 Aktien. CD&R Channel Holdings wird allein mit einem umgerechneten Anteil von 11,1% ausgewiesen. Die 脛nderung offenbart j眉ngste K盲ufe am offenen Markt durch CD&R Holdings II an mehreren Terminen im August 2025 in H枚he von mehreren Hunderttausend Aktien zu Preisen von rund $27,08 bis $32,00. Die Einreichung enth盲lt die Verpflichtung, dem Emittenten oder dem SEC-Personal detaillierte kaufpreisbezogene Angaben vorzulegen.
- Material stake disclosed: Reporting Persons beneficially own 30,650,397 shares, representing 18.3% of the adjusted share base.
- Convertible preferred included: 498,500 shares of Series A Preferred Stock are convertible into 18,517,830 common shares at a conversion price of $26.92.
- Recent accumulation disclosed: Multiple open-market purchases in August 2025 totaling several hundred thousand shares at prices roughly between $27.08 and $32.00.
- None.
Insights
TL;DR: CD&R's disclosed 18.3% position is a significant strategic stake that could influence Resideo's shareholder dynamics.
The Schedule 13D/A shows CD&R-affiliated entities collectively beneficially own 30,650,397 shares (18.3% of the adjusted share base). That combines 12,132,567 directly held common shares and 18,517,830 shares issuable upon conversion of 498,500 preferred shares at a $26.92 conversion price. The filing also documents multiple recent purchases in August 2025, indicating active accumulation. For investors, a >10% holder and an 18.3% holder disclosure changes the register and may presage engagement with management or influence over corporate actions; the document, however, contains no statements of intent or proposed changes.
TL;DR: A private-equity affiliated group now holds a material minority stake, which is potentially consequential for governance and strategic options.
The reporting structure shows layered ownership through Cayman entities with explicit disclaimers of direct beneficial ownership by related parties, but the economic exposure is clear: 30,650,397 shares on an as-converted basis. The Schedule 13D/A is an active disclosure instrument often used by investors to communicate potential intent; while this amendment documents purchases and holdings, it does not include an expressed plan for a transaction, board change, or control seek. Still, a near-20% position by a PE-affiliated group is material from a governance and M&A signaling perspective.
Clayton, Dubilier & Rice (CD&R) ha dichiarato una partecipazione beneficiaria del 18,3% in Resideo Technologies (azioni ordinarie) tramite entit脿 collegate con sede nelle Cayman. La comunicazione indica che CD&R Channel Holdings II, L.P. detiene direttamente 12.132.567 azioni e che 498.500 azioni di Serie A Preferred detenute da CD&R Channel Holdings sono convertibili in 18.517.830 azioni ordinarie a un prezzo di conversione iniziale di $26,92, per una posizione complessiva riportata di 30.650.397 azioni, pari al 18,3% rispetto a una base di calcolo di 167.281.233 azioni. CD&R Channel Holdings 猫 indicata separatamente come titolare di un interesse, una volta convertito, dell'11,1%. L'emendamento rivela acquisti recenti sul mercato aperto effettuati da CD&R Holdings II in varie date di agosto 2025 per un totale di alcune centinaia di migliaia di azioni a prezzi compresi approssimativamente tra $27,08 e $32,00. Il deposito include l'impegno a fornire i dettagli degli acquisti per prezzo all'emittente o allo staff della SEC.
Clayton, Dubilier & Rice (CD&R) inform贸 una participaci贸n beneficiaria del 18,3% en Resideo Technologies (acciones ordinarias) a trav茅s de entidades relacionadas en las Islas Caim谩n. El documento muestra que CD&R Channel Holdings II, L.P. posee directamente 12.132.567 acciones y que 498.500 acciones de la Serie A Preferred en poder de CD&R Channel Holdings son convertibles en 18.517.830 acciones ordinarias a un precio de conversi贸n inicial de $26,92, dando como resultado una tenencia agregada reportada de 30.650.397 acciones, equivalente al 18,3% sobre una base de c谩lculo de 167.281.233 acciones. CD&R Channel Holdings aparece por s铆 sola como propietaria de un inter茅s, una vez convertido, del 11,1%. La enmienda revela compras recientes en el mercado abierto por parte de CD&R Holdings II en varias fechas de agosto de 2025 por un total de varias centenas de miles de acciones a precios de aproximadamente $27,08 a $32,00. El documento incluye el compromiso de proporcionar datos detallados de las compras por precio al emisor o al personal de la SEC.
Clayton, Dubilier & Rice (CD&R)電� 甏�霠� 旒�鞚措Ж 氩曥澑鞚� 韱淀暣 Resideo Technologies(氤错喌欤�)鞐� 雽�頃� 18.3%鞚� 鞁れ鞝� 歆�攵勳潉 氤搓碃頄堨姷雼堧嫟. 鞝滌稖靹滊鞐� 霐半ゴ氅� CD&R Channel Holdings II, L.P.電� 12,132,567欤茧ゼ 歆侅爲 氤挫湢頃橁碃 鞛堨溂氅�, CD&R Channel Holdings臧� 氤挫湢頃� 498,500欤检潣 Series A 鞖办劆欤茧姅 斓滌磮 鞝勴櫂臧� $26.92搿� 18,517,830欤检潣 氤错喌欤茧 鞝勴櫂霅� 靾� 鞛堨柎, 齑� 氤搓碃霅� 鞁れ唽鞙犾＜鞁濎垬電� 30,650,397欤茧 瓿勳偘 旮办磮 欤检嫕靾� 167,281,233欤检潣 18.3%鞐� 頃措嫻頃╇媹雼�. CD&R Channel Holdings 雼弲鞙茧電� 鞝勴櫂 旮办 11.1%鞚� 歆�攵勳潉 氤挫湢頃� 瓴冹溂搿� 氤搓碃霅╇媹雼�. 頃措嫻 靾橃爼氤搓碃靹滊姅 CD&R Holdings II臧� 2025雲� 8鞗� 鞐煬 雮犾鞐� 瓯胳硱 雽�霝� $27.08鞐愳劀 $32.00 靷澊鞚� 臧�瓴╈溂搿� 靾橃嫮毵� 欤茧ゼ 瓿店皽鞁滌灔 毵れ垬頃� 靷嫟鞚� 瓿店皽頃橁碃 鞛堨姷雼堧嫟. 鞝滌稖靹滊鞐愲姅 氚滍枆靷倶 SEC 歆侅洂鞐愱矊 臧�瓴╇硠 毵れ垬 雮挫棴鞚� 鞝滉车頃橁矤雼る姅 鞎届啀霃� 韽暔霅橃柎 鞛堨姷雼堧嫟.
Clayton, Dubilier & Rice (CD&R) a d茅clar茅 une participation b茅n茅ficiaire de 18,3 % dans Resideo Technologies (actions ordinaires) via des entit茅s li茅es aux 卯les Ca茂mans. Le d茅p么t indique que CD&R Channel Holdings II, L.P. d茅tient directement 12 132 567 actions et que 498 500 actions de la S茅rie A Preferred d茅tenues par CD&R Channel Holdings sont convertibles en 18 517 830 actions ordinaires 脿 un prix de conversion initial de 26,92 $, produisant une d茅tention b茅n茅ficiaire agr茅g茅e d茅clar茅e de 30 650 397 actions, soit 18,3 % d'une base de calcul de 167 281 233 actions. CD&R Channel Holdings est pr茅sent茅 s茅par茅ment comme d茅tenant un int茅r锚t converti de 11,1 %. L'amendement divulgue des achats r茅cents en march茅 ouvert par CD&R Holdings II 脿 plusieurs dates en ao没t 2025 pour un total de plusieurs centaines de milliers d'actions 脿 des prix d'environ 27,08 $ 脿 32,00 $. Le d茅p么t inclut l'engagement de fournir des donn茅es d茅taill茅es des achats par prix 脿 l'茅metteur ou au personnel de la SEC.
Clayton, Dubilier & Rice (CD&R) meldete 眉ber verbundene Cayman-Gesellschaften einen wirtschaftlichen Anteil von 18,3% an Resideo Technologies (Stammaktien). Die Einreichung zeigt, dass CD&R Channel Holdings II, L.P. direkt 12.132.567 Aktien h盲lt und dass 498.500 Aktien der Series A Preferred, die von CD&R Channel Holdings gehalten werden, zu einem anf盲nglichen Umwandlungspreis von $26,92 in 18.517.830 Stammaktien wandelbar sind, was eine insgesamt gemeldete wirtschaftliche Beteiligung von 30.650.397 Aktien ergibt, entsprechend 18,3% einer f眉r die Berechnung verwendeten Basis von 167.281.233 Aktien. CD&R Channel Holdings wird allein mit einem umgerechneten Anteil von 11,1% ausgewiesen. Die 脛nderung offenbart j眉ngste K盲ufe am offenen Markt durch CD&R Holdings II an mehreren Terminen im August 2025 in H枚he von mehreren Hunderttausend Aktien zu Preisen von rund $27,08 bis $32,00. Die Einreichung enth盲lt die Verpflichtung, dem Emittenten oder dem SEC-Personal detaillierte kaufpreisbezogene Angaben vorzulegen.
