What smart money is saying about CRH
CRH
No fund has written a full thesis on CRH in our archive, but 4 fund letters report a position in it — most recently Baron Real Estate Income Fund in June 2026.
Get an email when a fund writes about it
4
Reported positions
0
Bought
2
Sold
5
Letters
Position history
Between Q1 2026 and Q2 2026, 4 fund letters reported a position in CRH — 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 0 | 0 |
| Q1 2026 | 2 | 0 | 2 | 0 |
Fund activity · 4 positions · 2 moves
- June 2026
“Non-REIT Real Estate Companies (15.8%) While the Fund emphasizes REITs, we retain flexibility to invest in non-REIT real estate companies, which we typically limit to approximately 25% of net assets. At times these investments may offer more attractive growth, income, valuation, and share price appreciation potential relative to traditional REITs. Current non-REIT holdings include Meritage Homes Corporation , Brookfield Infrastructure Corporation , Marriott Vacations Worldwide Corporation , Fortune Brands Innovations, Inc. , CRH public limited company , Vail Resorts, Inc. , The Home Depot, Inc. , GDS Holdings Limited , and Wyndham Hotels & Resorts, Inc.”
CRH - June 2026
“Non-REIT Real Estate Companies (15.8%) While the Strategy emphasizes REITs, we retain flexibility to invest in non-REIT real estate companies, which we typically limit to approximately 25% of net assets. At times these investments may offer more attractive growth, income, valuation, and share price appreciation potential relative to traditional REITs. Current non-REIT holdings include Meritage Homes Corporation , Brookfield Infrastructure Corporation , Marriott Vacations Worldwide Corporation , Fortune Brands Innovations, Inc. , CRH public limited company , Vail Resorts, Inc. , The Home Depot, Inc. , GDS Holdings Limited , and Wyndham Hotels & Resorts, Inc.”
CRH - March 2026
“In materials, CRH public limited company (CRH) traded off in the back half of the period on little fundamental news. The company reported strong 4Q25 results and issued a promising outlook for 2026. We trimmed our large position in CRH earlier in the year but still view it as a core position within the sector.”
CRH - March 2026
“In materials, CRH public limited company (CRH) traded off in the back half of the period on little fundamental news. The company reported strong 4Q25 results and issued a promising outlook for 2026. We trimmed our large position in CRH earlier in the year but still view it as a core position within the sector.”
CRH
Also mentioned · 1
These funds discuss CRH — as a competitor, benchmark or comparable — without disclosing a position in it.
- June 2026
“This followed CRH's announcement that it had agreed to acquire the company for ~$8.5bn.”
CRH
Read the letters behind these CRH positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
View plans→Share this ledger