What smart money is saying about Amrize
2 funds in our archive have pitched Amrize — most recently Oakmark Fund in December 2025.
Amrize AG focuses on building materials business in North America. The company was incorporated in 2023 and is based in Zug, Switzerland. Amrize AG operates independently of Holcim AG as of June 23, 2025.
Fund coverage · 2 theses
- 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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