CD&R Channel Holdings II, L.P.

CD&R Channel Holdings II acquires 1,689,758 shares (1.69M) in REZI for $52,974,435.84 across 5 trades at $31.35 avg, expanding stake to 14.96M shares (+12.7%)

CD&R Channel Holdings II, a 10% owner, executed 5 separate purchases totaling 1,689,758 shares for $52,974,435.84 between November 10–13, 2025, at a blended average price of $31.35. This represents a material 12.7% increase in the insider's REZI position from 13,270,734 to 14,960,492 shares. The timing is notable: the purchases occurred while REZI's stock traded at a 52-week low range (currently $31.18, down 29.9% from the $44.50 high and declining 25.2% over the prior 30 days), yet the insider's cross-ticker track record shows 18 prior open-market buys with an average 90-day return of +19.4%, suggesting a pattern of constructive entry points. At the REZI ticker specifically, all 5 prior buys showed positive 30-day returns ranging from 19.3% to 28.6%, though 90-day outcomes remain unmeasurable. The company's fundamentals remain solid (P/E 50.29, annual revenue growth +8.3%, $1.9B quarterly revenue, $156M net income), framing this accumulation as a substantial commitment to the name during market weakness.

CD&R Channel Holdings II acquires 408,573 shares for $13,726,148.00 at blended $33.60; stock now at $35.14

CD&R Channel Holdings II, a 10% owner, made 2 separate purchases totaling 408,573 shares for $13,726,148.00 on 2025-09-02 and 2025-09-03 at an average price of $33.60, increasing its holdings by 3.2% to 13,270,734 shares. The stock has appreciated to $35.14 (0.0% from its 52-week high of $35.14) and has posted a 30-day return of +34.0% and 90-day return of +66.1% since the transaction dates. Across all tickers, CD&R's track record shows 16 prior buys with an average 90-day return of +54.8% and a 100.00% win rate, though at REZI specifically the prior 5 trades lack measurable 90-day outcomes and the timing pattern shows 0 of 0 prior buys were well-timed at the 90-day mark. The company's fundamentals show net income of $-825,000,000.00 (latest quarter) against revenue of $1,943,000,000.00, with an elevated P/E of 56.68, warranting scrutiny of the valuation context underlying this substantial capital deployment.

CD&R Channel Holdings II acquired 46,953 shares of REZI in 3 purchases (avg $33.55) on Aug 22–25; stock up 41.5% in 30d, 66.2% in 90d.

CD&R Channel Holdings II, a 10% owner, executed 3 separate purchases totaling 46,953 shares for $1,575,340.76 on Aug 22–25 at a blended average price of $33.55, raising its holding to 12,862,161 shares. The stock is currently trading at $34.56 (+0.0% from its 52-week high of $34.56) and has appreciated 41.5% over the past 30 days and 66.2% over the past 90 days, tracking near its 52-week peak. The company trades at a P/E of 55.74 with trailing net income of negative $825,000,000, despite annual revenue growth of 8.3%. The timing of these purchases—executed as the stock is near its 52-week highs—differs from the insider's cross-ticker historical pattern, where prior buys averaged +37.0% returns over 30 days and +54.8% over 90 days with a 100% win rate, though same-ticker prior transactions at REZI remain too recent to assess outcome.

CD&R Channel Holdings II acquired 682,641 shares ($21.9M) in 3 transactions; stake rises to 12.82M shares; stock +33.4% in 30 days.

CD&R Channel Holdings II, a 10% owner, executed three separate purchases totaling 682,641 shares for $21,922,638.64 on consecutive days (August 19–21, 2025) at an average price of $32.11, increasing holdings by 5.6% to 12,815,208 shares. The purchases occurred as REZI traded near its 52-week high ($32.83), with the stock having appreciated 33.4% in the prior 30 days and 61.4% over 90 days. The insider's cross-ticker track record shows a 100% win rate across 10 prior buys with a 90-day average return of +54.8%, though prior trades at REZI remain too recent to measure outcomes. Against this backdrop, the sizing and timing of the current acquisition warrants attention: a major 10% holder is deploying significant capital at elevated valuations alongside sustained price momentum, while the company reports $1.9B quarterly revenue yet a $-825M net loss, with a P/E of 51.79. The pattern suggests continued conviction in the name, but the context of negative net income and elevated valuation multiples presents a contrast to the insider's recent buying frequency at this ticker.

CD&R Channel Holdings II acquires 654,024 shares across 3 transactions for $20,669,927.87 at blended $31.60; post-holding 12,132,567 shares

CD&R Channel Holdings II, a 10% owner, executed 3 separate open-market purchases between 2025-08-14 and 2025-08-18, acquiring 654,024 shares (654.0K shares) for $20,669,927.87 ($20.7M) at a blended average price of $31.60, raising its stake to 12,132,567 shares (12.13M shares). The purchases occurred amid substantial recent momentum: the stock is up 31.5% over 30 days and 52.8% over 90 days, trading at $31.79, down 3.2% from its 52-week high of $32.83. The insider's cross-ticker track record shows 7 prior open-market buys with an average 90-day return of +54.8% and a 100.00% win rate; however, at REZI specifically, 5 prior trades executed between 2025-08-08 and 2025-08-12 have not yet accrued measurable outcomes. Notably, the company is unprofitable (net income of $-825,000,000.00 in the latest quarter) with a P/E of 51.27, suggesting these purchases occur against a backdrop of significant valuation and earnings pressure.

CD&R Channel Holdings II (10% owner) purchased 1,246,123 shares for $35,207,906.81 across 5 transactions on Aug 8-12, raising stake to 11.48M shares.

CD&R Channel Holdings II executed 5 separate purchases totaling 1,246,123 shares for $35,207,906.81 between August 8–12, raising its post-transaction stake from 10,232,420 shares to 11,478,543 shares (+12.2%). The blended average price across the five transactions was $28.25, while the stock currently trades at $31.28 (at its 52-week high of $31.28), up 31.8% over the past 30 days and 47.0% over 90 days. This accumulation follows a prior purchase at this ticker on 2025-05-09, which delivered a 90-day return of +54.8%. Across the insider's broader cross-ticker track record, 2 prior buys averaged a 90-day return of +54.8% with a 100% win rate, though the current filing must be evaluated in the context of deteriorating fundamentals—REZI posted a net loss of $-825,000,000.00 in its latest quarter despite $1,943,000,000.00 in revenue and positive annual revenue growth of 8.3%—and a highly elevated valuation (P/E 50.45).

CD&R Channel Holdings II acquires 4,477,919 shares of REZI for $100.0M, raising stake to 10.23M shares (10% ownership)

CD&R Channel Holdings II, a 10% owner, purchased 4,477,919 shares at $22.33 on 2025-07-25 for $99,999,991.52, increasing its position by 77.8% from 5,754,501 to 10,232,420 shares. The transaction represents a substantial $100.0M commitment at a price that is 12.0% below the 52-week high of $27.75, though the stock has risen 11.6% over the past 30 days and 50.2% over the past 90 days. The company's fundamentals show revenue of $1,770,000,000 with net income of $6,000,000, annual revenue growth of 8.3%, and a P/E of 46.09, indicating a valuation compressed relative to growth trajectory. This purchase follows a prior buy at REZI on 2025-05-09 that achieved a 21.8% return within 30 days, establishing a pattern of engagement at this holding rather than a one-off entry.

CD&R Channel Holdings II (10% owner) buys 5,754,501 shares of REZI at $17.38 for $100.0M, establishing new position.

CD&R Channel Holdings II purchased 5,754,501 shares at $17.38, establishing a new 10% ownership stake worth approximately $100.0M. This represents a material commitment to REZI at a price $2.42 below the current market price of $19.80, and notably 28.6% below the 52-week high of $27.75. The transaction reflects a large institutional accumulation by a major private-equity firm, particularly significant given the stock's recent +22.2% 30-day rally and -8.2% 90-day decline—suggesting entry during a period of volatility. With REZI trading at a P/E of 37.36 and the company posting 8.3% annual revenue growth and a modest $6.0M net income on $1.8B quarterly revenue, the scale of this buy-in by an experienced investment firm warrants close monitoring of both the buyer's strategic intent and any catalysts that prompted this new position.