What smart money is saying about Amrize
5 funds in our archive have pitched Amrize, most recently Oakmark Global Select Fund in September 2026.
Amrize AG engages in the provision of various building solutions for infrastructure, commercial, and residential construction markets in North America and Canada. It operates through two segments, Building Materials and Building Envelope. The Building Materials segment offers cement and aggregates, as well as ready-mix concrete, asphalt, and other construction materials. The Building Envelope segment provides advanced roofing and wall systems, including single-ply membranes, insulation, shingles, sheathing, waterproofing, and protective coatings; and adhesives, tapes, and sealants. The company was formerly known as Holcim North America Finance Ltd and changed its name to Amrize AG in December 2013. Amrize AG was incorporated in 2023 and is based in Zug, Switzerland.
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Position history
Between Q2 2025 and Q3 2026, 5 fund letters reported a position in Amrize, with 2 buys (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 4 | 2 | 0 | 3 |
| Q4 2025 | 1 | 0 | 0 | 1 |
| Q2 2025 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 5 positions · 2 moves
- September 2026
Listed in Oakmark Equity and Income Fund’s reported holdings.
Amrize - New positionOakmark Global Select FundSeptember 2026
“Amrize is a leading producer of building materials and construction solutions, established following Holcim's spin-off of its North American operations in June '25.”
Amrize - September 2026
“The WAM Global (ASX: WGB) investment portfolio decreased in September. Power management company Eaton Corporation (NYSE: ETN) was a contributor to the investment portfolio performance while building materials producer Amrize (NYSE: AMRZ) was a detractor.”
Amrize - New positionHarris Associates Global Concentrated StrategySeptember 2026
“We initiated the following position(s) during the pe- riod: • Amrize is a leading producer of building materi- als and construction solutions, established fol- lowing Holcim's spin-off of its North American operations in June ‘25.”
Amrize - October 2025
“Amrize is now one of the largest building materials company in North America, holding several leading market positions.”
Amrize
Fund coverage · 5 theses
- Oakmark Global Select FundSeptember 2026
Amrize is a building materials company with strong market positions, pricing power and margin upside from its Building Envelope segment.
Read the full thesis - Harris Associates Global Concentrated StrategySeptember 2026
Amrize is a leading building materials company with pricing power, strong market positions, Building Envelope growth potential, and margin upside.
Read the full thesis - Wilson Asset Management WAM Global LimitedSeptember 2026
Amrize is North America’s largest cement producer with robust demand, pricing power, and growth supported by infrastructure and data center projects.
Read the full thesis - Oakmark FundDecember 2025
Amrize is a North American building materials leader with pricing power, margin improvement potential, and a management team focused on unlocking shareholder value.
Read the full thesis - Artisan Value Income StrategyJune 2025
Amrize is the largest cement producer in the US and the fifth-largest aggregates producer in North America, benefiting from a low-cost inland distribution network and strong market positioning in local aggregates markets.
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