What smart money is saying about Resideo Technologies, Inc.
1 fund in our archive has pitched Resideo Technologies, Inc., most recently Ariel Focused Value in December 2025.
Resideo Technologies, Inc. develops, manufactures, and sells comfort, residential thermal, and security solutions to the commercial and residential end markets in the United States, Europe, and internationally. The company operates in two segments, Products & Solutions, and ADI Global Distribution. It offers temperature and humidity control, thermal water, and air solutions; and security panels, sensors, peripherals, wires and cables, communication devices, video cameras, awareness solutions, cloud infrastructure, installation and maintenance tools, and related software products under the Honeywell Home brand. In addition, the company distributes security products comprising video, intrusion, and access control products; and smart home, fire, power, audio, ProAV, networking, communication, wire and cable, enterprise connectivity, and structured wiring products to contractors that service non-residential and residential end-users. It sells its products through a network of distributors, original equipment manufacturers, and service providers, as well as retail and online channels. Resideo Technologies, Inc. was incorporated in 2018 and is headquartered in Scottsdale, Arizona.
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Position history
Between Q4 2025 and Q3 2026, 3 fund letters reported a position in Resideo Technologies, Inc., with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 0 | 0 |
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q4 2025 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 3 positions
- September 2026
“Also during the quarter, we acquired ADI Global Distribution, Inc. (ADIG) following its spin-off from our existing holding, Resideo Technologies, Inc. (REZI).”
Resideo Technologies, Inc. - September 2026
“Two separate portfolio companies had spinoffs during the third quarter. Resideo Technologies, Inc. (REZI), which supplies residential thermal, comfort and security solutions, carved out ADI Global Distribution, Inc. (ADIG), a distributor of low-voltage products. Similarly, food equipment manufacturer, The Middleby Corporation (MIDD), separated from its food processing arm, Midera Food Processing, Inc. (MFP). We maintained our position in these spin-offs in our small cap value and small/mid cap value portfolios, as we believe these newly public companies possess attractive business characteristics and favorable industry positions.”
Resideo Technologies, Inc. - June 2026
Listed in Ariel Investments Small Cap Value Strategy’s reported holdings.
Resideo Technologies, Inc.
Fund coverage · 1 thesis
- Ariel Focused ValueDecember 2025
Resideo Technologies is a residential comfort and security solutions provider with transitory headwinds, a value-unlocking ADI spin-off, and scale-driven opportunities for margin expansion.
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