What smart money is saying about CRH public limited company
2 funds in our archive have pitched CRH public limited company — most recently Brown Advisory Large-Cap Sustainable Value Strategy in September 2026.
CRH plc, together with its subsidiaries, provides building materials solutions in Ireland, the United States, the United Kingdom, rest of Europe, and internationally. It operates through three segments: Americas Materials Solutions, Americas Building Solutions, and International Solutions. The company offers building materials for the construction and maintenance of public infrastructure, and commercial and residential buildings, as well as construction and renovation of transportation infrastructure, critical utility networks, commercial and residential buildings, and outdoor living spaces; paving and construction services; and produces and sells aggregates, cementitious materials, ready mixed concrete and mortars, and asphalt. It also manufactures, supplies, and delivers building products for the built environment in communities in North America; and provides building and infrastructure solutions for complex critical utility infrastructure, such as water, energy, transportation, and telecommunications projects, and outdoor living solutions for private and public spaces. In addition, the company produces and supplies precast and pre-stressed concrete products comprising vaults, pipes, and manholes; and concrete and polymer-based products, such as underground vaults, drainage systems, enclosures, and modular precast structures for applications in transportation, water, energy, and telecommunications markets. Further, it provides crushed stone, sand, and gravel; granite, limestone, and sandstone; fly ash, pozzolans, synthetic gypsum, calcined clay, and ground granulated blast-furnace slags; fencing and railing systems, lawn and garden products, and packaged concrete mixes; and concrete masonry, hardscape and related products, including pavers, blocks and curbs, retaining walls, and slabs. CRH plc was founded in 1936 and is based in Dublin, Ireland.
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Position history
Between Q4 2025 and Q4 2026, 12 fund letters reported a position in CRH public limited company, with 1 buy (opened or added) and 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q4 2026 | 1 | 0 | 0 | 0 |
| Q3 2026 | 4 | 1 | 0 | 1 |
| Q2 2026 | 3 | 0 | 0 | 1 |
| Q1 2026 | 2 | 0 | 1 | 0 |
| Q4 2025 | 2 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 12 positions · 3 moves
- October 2026
Listed in Malborough Multi-Cap Growth’s reported holdings.
CRH public limited company - September 2026
“ CRH public limited company (CRH) was a detractor during the period despite reporting solid second quarter results and reiterating guidance for the full year.”
CRH public limited company - HoldsFindlay Park American FundSeptember 2026
“CRH was another significant detractor, as higher energy costs pressured margins.”
CRH public limited company - September 2026
“The additions to Nintendo and CRH rest on a similar gap between our view of their long-term prospects and the market’s shorter-term concerns.”
CRH public limited company - September 2026
“ CRH public limited company (CRH) was a detractor during the period despite reporting solid second quarter results and reiterating guidance for the full year.”
CRH public limited company - 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 public limited company - 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 public limited company - June 2026
“Despite this transformation, we believe the market continues to value CRH primarily as a cyclical building materials company rather than as a vertically integrated infrastructure compounder.”
CRH public limited company - 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 public limited company - 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 public limited company - HoldsPlatinium Asset ManagementDecember 2025
Listed in Platinium Asset Management’s reported holdings.
CRH public limited company - October 2025
“CRH, headquartered in Dublin, Ireland is a global leader in building materials, operating in over 30 countries with segments including Americas Building Solutions, Americas Materials Solutions and International Solutions.”
CRH public limited company
Also mentioned · 1
These funds discuss CRH public limited company — 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 public limited company
Fund coverage · 2 theses
- Brown Advisory Large-Cap Sustainable Value StrategySeptember 2026
CRH public limited company is a building materials supplier with solid results and a long record of margin expansion despite valuation pressure.
Read the full thesis - Third Point Offshore Fund, Ltd.June 2026
CRH Plc. is viewed as a vertically integrated infrastructure compounder with scarce reserves, local market advantages, strong margin expansion, and a long runway from infrastructure spending and acquisitions.
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