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Beaconlight Capital’s Resideo Technologies REZI Stock Holding History

Beaconlight Capital’s Portfolio REZI Stock Details REZI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10M Sell
322,960
-271,274
-46% -$9.33M 3.55% 10
2026
Q1 		$20M Sell
594,234
-99,077
-14% -$3.54M 10.55% 2
2025
Q4 		$24.3M Buy
693,311
+48,283
+7% +$1.79M 14.22% 2
2025
Q3 		$27.9M Sell
645,028
-175,624
-21% -$5.49M 13.74% 1
2025
Q2 		$18.1M Sell
820,652
-242,820
-23% -$4.63M 10.33% 1
2025
Q1 		$18.8M Sell
1,063,472
-11,547
-1% -$237K 12.61% 1
2024
Q4 		$24.8M Sell
1,075,019
-13,907
-1% -$326K 9.19% 4
2024
Q3 		$21.9M Buy
1,088,926
+428,669
+65% +$8.5M 8.93% 1
2024
Q2 		$12.9M Sell
660,257
-2,884
-0.4% -$59.7K 5.79% 6
2024
Q1 		$14.9M Sell
663,141
-57,650
-8% -$1.14M 5.93% 5
2023
Q4 		$13.6M Buy
720,791
+153,079
+27% +$2.51M 5.5% 4
2023
Q3 		$8.97M Sell
567,712
-181,404
-24% -$3.05M 3.88% 9
2023
Q2 		$13.2M Buy
749,116
+63,480
+9% +$1.1M 6.08% 5
2023
Q1 		$12.5M Buy
685,636
+125,074
+22% +$2.26M 6.62% 6
2022
Q4 		$9.22M Buy
560,562
+178,694
+47% +$3.24M 5.18% 7
2022
Q3 		$7.28M Sell
381,868
-163,826
-30% -$3.47M 4.11% 10
2022
Q2 		$10.6M Buy
545,694
+72,992
+15% +$1.65M 4.91% 7
2022
Q1 		$11.3M Buy
472,702
+50,952
+12% +$1.28M 3.56% 11
2021
Q4 		$11M Buy
421,750
+45,784
+12% +$1.19M 3.79% 9
2021
Q3 		$9.32M Sell
375,966
-97,464
-21% -$2.83M 4.07% 7
2021
Q2 		$14.2M Sell
473,430
-34,485
-7% -$1.02M 5.07% 5
2021
Q1 		$14.3M Sell
507,915
-932,024
-65% -$24.6M 2.31% 9
2020
Q4 		$30.6M Sell
1,439,939
-98,676
-6% -$1.58M 9.29% 1
2020
Q3 		$16.9M Buy
1,538,615
+66,094
+4% +$837K 6.06% 6
2020
Q2 		$17.3M Buy
1,472,521
+610,623
+71% +$4.25M 5.76% 6
2020
Q1 		$4.17M Buy
+861,898
New +$8.13M 1.11% 22

Other funds holding REZI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CDR
Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Beaconlight Capital's REZI Position: Q2 2026 in Review

Beaconlight Capital reduced its Resideo Technologies (REZI) stake by 46% in Q2 2026, selling an estimated $9.33M and leaving 322,960 shares worth $10M. The position accounts for 3.55% of the portfolio, ranked #10.

Beaconlight Capital first reported a position in REZI in Q1 2020 and has held it in 26 quarters since. The position peaked at $30.6M in Q4 2020. 437 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

  • Beaconlight Capital held 322,960 shares of Resideo Technologies worth $10M as of Q2 2026.
  • Beaconlight Capital sold 271,274 Resideo Technologies shares in Q2 2026, an estimated $9.33M.
  • Resideo Technologies made up 3.55% of Beaconlight Capital's portfolio in Q2 2026, its #10 holding.
  • Beaconlight Capital first reported a position in Resideo Technologies in Q1 2020 and has held it in 26 quarters since.
  • Beaconlight Capital's Resideo Technologies position peaked at $30.6M in Q4 2020.
  • 437 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on Beaconlight Capital's 13F filing for Q2 2026, filed 14 Aug 2026.