What smart money is saying about Amrize Ltd.
1 fund in our archive has pitched Amrize Ltd. — most recently Artisan Partners International Value Strategy 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
Every position in Amrize Ltd. on record in the archive was reported in Q3 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 1 |
Fund activity · 1 position
- September 2026
“Danone, ABB and Amrize had the largest negative impact on the portfolio during the quarter.”
Amrize Ltd.
Fund coverage · 1 thesis
- Artisan Partners International Value StrategySeptember 2026
Amrize is a North American building materials company whose value depends on realizing a significant opportunity under experienced CEO Jan Jenisch despite recent turnover.
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