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 $1.0 Billion dollars as of 2024-04-28. 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 $517 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 $500 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 assumption that Cd&r Investment Associates Ix, Ltd. has not made any transactions after 2023-12-11 and currently still holds the listed stock(s).
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 |
| AGL | Agilon Health Inc | 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 $517 Million and a weighting of 50.82%. 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 $500 Million and a weighting of 49.18%.
Latest Holdings of Cd&r Investment Associates Ix, Ltd.
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| BECN | Beacon Roofing Supply Inc | 2023-12-11 | 5,218,134 | 99.00 | 516,595,266 |
| AGL | Agilon Health Inc | 2023-05-18 | 100,000,000 | 5.00 | 500,000,000 |
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 14 transactions in Beacon Roofing Supply Inc (BECN) over the past 5 years, including 12 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
7.67%
Outperforming Transactions
69%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 3.38 | 0.69 | 1.71 | 7.67 | 17.43 | 15.94 |
| Relative Return to S&P 500(%) | 2.79 | -1.24 | 0.75 | 4.4 | 8.3 | 5.35 |
Cd&r Investment Associates Ix, Ltd. Ownership Network
Ownership Network List of Cd&r Investment Associates Ix, Ltd.
Ownership Network Relation of Cd&r Investment Associates Ix, Ltd.
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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