Position in ARLO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$7,357,977
+$563,496 QoQ
Shares Held
517,075
+6.5% QoQ
Ownership
0.476%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ARLO Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Mar 31, 2026Clearbridge Investments, LLC holds $731,800,198 across 10 Building Products & Equipment names. ARLO ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
4,250,626 | $556,619,474 | |
| 2 | TREX |
Trex Co Inc
|
2,121,121 | $77,251,226 | |
| 3 | BLDR |
Builders FirstSource, Inc.
|
669,504 | $55,120,264 | |
| 4 | LMB |
Limbach Holdings, Inc.
|
132,819 | $10,366,522 | |
| 5 | TT |
Trane Technologies plc
|
23,145 | $9,645,447 | |
| 6 | SPXC |
SPX Technologies, Inc.
|
44,936 | $8,984,503 | |
| 7 | ARLO |
Arlo Technologies, Inc.
This page
|
517,075 | $7,357,977 | |
| 8 | CARR |
CARRIER GLOBAL Corp
|
77,455 | $4,361,491 |
All Filings in ARLO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,357,977 | 517,075 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,794,481 | 485,667 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||