Position in ARLO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,115,863
+$757,886 QoQ
Shares Held
602,067
+16.4% QoQ
Ownership
0.559%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#36
of 260 holders
Holding Since
Dec 2025
3 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 Jun 30, 2026Clearbridge Investments, LLC holds $795,523,912 across 8 Building Products & Equipment names. ARLO ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
3,920,039 | $572,756,898 | |
| 2 | TREX |
Trex Co Inc
|
2,168,849 | $108,529,203 | |
| 3 | BLDR |
Builders FirstSource, Inc.
|
717,266 | $64,180,961 | |
| 4 | WMS |
Advanced Drainage Systems, Inc.
|
166,390 | $26,116,574 | |
| 5 | SPXC |
SPX Technologies, Inc.
|
44,552 | $10,922,813 | |
| 6 | ARLO |
Arlo Technologies, Inc.
This page
|
602,067 | $8,115,863 | |
| 7 | CARR |
CARRIER GLOBAL Corp
|
57,100 | $4,188,285 | |
| 8 | FBIN |
Fortune Brands Innovations, Inc.
|
12,993 | $713,315 |
All Filings in ARLO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,115,863 | 602,067 | Shares | Sole | 2026-08-13 | |
| 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. | ||||||