Cd&r Investment Associates Ix, Ltd. - Net Worth and Insider Trading
Cd&r Investment Associates Ix, Ltd. Net Worth
The estimated net worth of Cd&r Investment Associates Ix, Ltd. is at least $713 Million dollars as of 2024-12-28. Cd&r Investment Associates Ix, Ltd. is the 10% Owner of Beacon Roofing Supply Inc and owns about 5,218,134 shares of Beacon Roofing Supply Inc (BECN) stock worth over $523 Million. Cd&r Investment Associates Ix, Ltd. is also the 10% Owner of Agilon Health Inc and owns about 100,000,000 shares of Agilon Health Inc (AGL) stock worth over $190 Million. Details can be seen in Cd&r Investment Associates Ix, Ltd.'s Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Cd&r Investment Associates Ix, Ltd. has not made any transactions after 2023-12-11 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Cd&r Investment Associates Ix, Ltd.
Cd&r Investment Associates Ix, Ltd. Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Cd&r Investment Associates Ix, Ltd. owns 4 companies in total, including Covetrus Inc (CVET) , Beacon Roofing Supply Inc (BECN) , and CHC Group Ltd (HELIQ) among others .
Insider Ownership Summary of Cd&r Investment Associates Ix, Ltd.
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| CVET | Covetrus Inc | 2019-02-07 | 10 percent owner |
| BECN | Beacon Roofing Supply Inc | 2023-12-11 | 10 percent owner |
| HELIQ | CHC Group Ltd | 2016-03-15 | 10 percent owner |
 | | 2023-05-18 | 10 percent owner |
Cd&r Investment Associates Ix, Ltd. Latest Holdings Summary
Cd&r Investment Associates Ix, Ltd. currently owns a total of 2 stocks. Among these stocks, Cd&r Investment Associates Ix, Ltd. owns 5,218,134 shares of Beacon Roofing Supply Inc (BECN) as of December 11, 2023, with a value of $523 Million and a weighting of 73.37%. Cd&r Investment Associates Ix, Ltd. also owns 100,000,000 shares of Agilon Health Inc (AGL) as of May 18, 2023, with a value of $190 Million and a weighting of 26.63%.
Latest Holdings of Cd&r Investment Associates Ix, Ltd.
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| BECN | Beacon Roofing Supply Inc | 2023-12-11 | 5,218,134 | 100.32 | 523,483,203 |
| AGL | Agilon Health Inc | 2023-05-18 | 100,000,000 | 1.90 | 190,000,000 |
Holding Weightings of Cd&r Investment Associates Ix, Ltd.
Cd&r Investment Associates Ix, Ltd. Form 4 Trading Tracker
According to the SEC Form 4 filings, Cd&r Investment Associates Ix, Ltd. has made a total of 12 transactions in Beacon Roofing Supply Inc (BECN) over the past 5 years, including 10 buys and 2 sells. The most-recent trade in Beacon Roofing Supply Inc is the sale of 5,000,000 shares on December 11, 2023, which brought Cd&r Investment Associates Ix, Ltd. around $399 Million.
According to the SEC Form 4 filings, Cd&r Investment Associates Ix, Ltd. has made a total of 3 transactions in Agilon Health Inc (AGL) over the past 5 years, including 0 buys and 3 sells. The most-recent trade in Agilon Health Inc is the sale of 94,173,804 shares on May 18, 2023, which brought Cd&r Investment Associates Ix, Ltd. around $2.0 Billion.
Insider Trading History of Cd&r Investment Associates Ix, Ltd.
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Cd&r Investment Associates Ix, Ltd. Trading Performance
GuruFocus tracks the stock performance after each of Cd&r Investment Associates Ix, Ltd.'s buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Cd&r Investment Associates Ix, Ltd. is 0.69%. GuruFocus also compares Cd&r Investment Associates Ix, Ltd.'s trading performance to market benchmark return within the same time period. The performance of stocks bought by Cd&r Investment Associates Ix, Ltd. within 3 months outperforms 6 times out of 14 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Cd&r Investment Associates Ix, Ltd.'s insider trading performs compared to the benchmark.
Performance of Cd&r Investment Associates Ix, Ltd.
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 3.38 | | | | | |
| Relative Return to S&P 500(%) | 2.79 | | | | | |
Cd&r Investment Associates Ix, Ltd. Ownership Network
Cd&r Investment Associates Ix, Ltd. Owned Company Details
What does Covetrus Inc do?
Who are the key executives at Covetrus Inc?
Cd&r Investment Associates Ix, Ltd. is the 10 percent owner of Covetrus Inc. Other key executives at Covetrus Inc include Head of Global Operations Rebecca Ann Kidd , See Remarks Andrew B. Coxhead , and Chief Commercial Officer Matthew Malenfant .
Covetrus Inc (CVET) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of Covetrus Inc (CVET) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Covetrus Inc (CVET) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
Covetrus Inc (CVET)'s detailed insider trading history can be found in Insider Trading Tracker table.
Covetrus Inc Insider Transactions
Cd&r Investment Associates Ix, Ltd. Mailing Address
Above is the net worth, insider trading, and ownership report for Cd&r Investment Associates Ix, Ltd.. You might contact Cd&r Investment Associates Ix, Ltd. via mailing address: Maples Corporate Services Limited, Ugland House, Grand Cayman E9 Ky101194.
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