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What smart money is saying about Resideo Technologies, Inc.United States flag

REZI · Industrials · Security & Protection Services · Market cap $6.14B

1 fund in our archive has pitched Resideo Technologies, Inc. — most recently Ariel Focused Value in December 2025.

Company profile

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.

1
Reported positions
0
Bought
0
Sold
2
Letters

Position history

Between Q4 2025 and Q2 2026, 1 fund letter reported a position in Resideo Technologies, Inc., with no move described.

Fund letters reporting a position in Resideo Technologies, Inc., by quarter
QuarterLettersBoughtSoldTheses
Q2 20261000
Q4 20250001

Fund activity · 1 position

Fund coverage · 1 thesis

  • Ariel Focused Value
    December 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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