REZI
Resideo Technologies Inc
5 super-investors hold REZI worth a combined $268M. The largest position: John Rogers at 2.3% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 27 — ranked #489 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own REZI
John Rogers is the dominant force here, with $205M in REZI representing 2.3% of his portfolio — the highest concentration in the cohort and accounting for roughly 77% of the $268M combined position across five holders. The cohort count reached its current level only recently, having been zero for at least seven prior quarters, and the lone move in 2026Q1 was Bill Miller initiating a modest $2M position. Richard Pzena holds $46M and Joel Greenblatt $12M, but neither added this quarter. With no trims or exits and one new entrant, interest is tentatively rising from a very low base, though the thesis remains highly concentrated in Rogers.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2019Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | John Rogers | 2.3% | 19q | $205M | 6,078,851 |
| 2 | Richard Pzena | 0.2% | 13q | $46M | 1,377,030 |
| 3 | Joel Greenblatt | <0.1% | 19q | $12M | 344,946 |
| 4 | Tweedy Browne | 0.2% | 4q | $2M | 73,628 |
| 5 | Bill Miller | 0.6% | — 1q | $2M | 69,762 |
Owners of REZI also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Bill Miller | NEW | 0.6% | +100% | $2M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 76118Y104. Not investment advice.