David Einhorn's REZI Position Overview
David Einhorn (via Dme Capital Management, Lp) currently holds 1.57 M shares of Resideo Technologies, Inc. (REZI) worth $53.09 M, representing 1.66% of the portfolio. First purchased in 2020-Q2, this long-term strategic position has been held for 24 quarters.
Based on 13F filings, David Einhorn has maintained a strategic position in REZI, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 1.25 M shares. Largest reduction occurred in Q1 2021, reducing 1.21 M shares.
Analysis based on 13F filings available since 2013 Q2
David Einhorn's Resideo Technologies (REZI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Resideo Technologies (REZI) Trades by David Einhorn
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +1.57 M | New Buy | 1.57 M | $33.71 |
| Q4 2023 | -324,010 | Sold Out | 324,010 | $15.80 |
| Q3 2023 | -165,289 | Reduce 33.78% | 324,010 | $15.80 |
| Q2 2023 | -168,789 | Reduce 25.65% | 489,299 | $17.66 |
| Q1 2023 | -819,775 | Reduce 55.47% | 658,088 | $18.28 |
| Q4 2022 | -92,220 | Reduce 5.87% | 1.48 M | $16.45 |
| Q3 2022 | +3,800 | Add 0.24% | 1.57 M | $19.06 |
| Q2 2022 | +52,900 | Add 3.50% | 1.57 M | $19.42 |
| Q1 2022 | +344,000 | Add 29.42% | 1.51 M | $23.83 |
| Q4 2021 | -195,680 | Reduce 14.33% | 1.17 M | $26.03 |
| Q3 2021 | -55,890 | Reduce 3.93% | 1.37 M | $24.79 |
| Q2 2021 | +34,720 | Add 2.50% | 1.42 M | $30.00 |
| Q1 2021 | -1.21 M | Reduce 46.69% | 1.39 M | $28.25 |
| Q4 2020 | +426,800 | Add 19.64% | 2.6 M | $21.26 |
| Q3 2020 | +228,800 | Add 11.77% | 2.17 M | $11.00 |
| Q2 2020 | +1.94 M | New Buy | 1.94 M | $11.72 |
David Einhorn's Resideo Technologies Investment FAQs
David Einhorn first purchased Resideo Technologies, Inc. (REZI) in Q2 2020, acquiring 1,944,700 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
David Einhorn has held Resideo Technologies, Inc. (REZI) for 24 quarters since Q2 2020.
David Einhorn's largest addition to Resideo Technologies, Inc. (REZI) was in Q2 2020, adding 1,944,700 shares worth $22.79 M.
According to the latest 13F filing for Q1 2026, David Einhorn's firm, Dme Capital Management, Lp, owns 1,574,950 shares of Resideo Technologies, Inc. (REZI), valued at approximately $53.09 M.
As of the Q1 2026 filing, Resideo Technologies, Inc. (REZI) represents approximately 1.66% of David Einhorn's publicly disclosed stock portfolio, making it one of their key holdings.
David Einhorn's peak holding in Resideo Technologies, Inc. (REZI) was 2,600,300 shares, as reported at the end of Q4 2020.