← Holdings
CRH

CRH PLC

5 managers · $1.5B total
Data: SEC EDGAR 13F · 2026Q2
Manager holders · last 5 qtrsⓘ
5
2025Q2 – 2026Q2 · +1 QoQ
Total position
$1.5B
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
Baillie GiffordⓘAdd>+999%$641M0.58%Long-term growth / Global allocation
EgertonTrim-17.17%$301M3.06%Global growth-value
DurableAdd+80.36%$285M2.77%Growth / Long-term
Third PointⓘAdd+15.53%$235M5.02%Aggressive value / Event-driven
HoskingⓘTrim-5.63%$6M0.23%Contrarian value / Global diversified
What managers sayⓘ
2026-10-20Starboard Value LPNeutral2026 Active-Passive Investor Summit – Starboard Value LPDetail →
2026-10-20Starboard Value LPNeutralKnife River Corporation：被低估的骨料平台，利润率改善与战略价值双重路径Detail →
2026-09-30Third PointBearThird Point September 2026 Monthly ReportDetail →
2026-08-31Third PointBearThird Point August 2026 Monthly ReportDetail →
2026-07-31Third PointBullThird Point July 2026 Monthly ReportDetail →
2026-07-01The Monks Investment Trust (Baillie Gifford)BullMonks Valuation - 31 May 2026Detail →
2026-06-30Third PointBullThird Point Q2 2026 Investor LetterDetail →
2026-06-30Third PointBullThird Point June 2026 Monthly ReportDetail →
Earnings Callsⓘ
Q2 2026August 7, 2026
›
This quarter's results beat expectations, setting a record Q2, primarily driven by strong pricing in Americas materials and acquisition contributions.
Revenue $10.8B +6% YoY, adjusted EBITDA $2.63B +7%, EPS $2.21 +14%, with margins expanding for the 13th consecutive year.
Announced $8.5B acquisition of Arcosa, strengthening its leading position in North American aggregates; participating in 200 data center projects, with robust infrastructure and reindustrialization demand.
Full-year guidance reiterated unchanged: EBITDA $8.1-8.5B, EPS $5.60-6.05; the Arcosa transaction is expected to close in early 2027.
Risks: The Americas building solutions business is weighed down by freight cost inflation and weak residential starts, pressuring short-term margins.
Q1 2026May 1, 2026
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FinancialsⓘFY2025 · Source: SEC EDGAR 10-K

5y revenue CAGR 6% · latest net margin 10% · FCF consistently positive

Revenue$37.4B
Rev. YoY+5.3%
Gross margin36.1%
Net margin10%
Net income$3.75B
Free cash flow$2.91B
Operating cash flow$5.63B
ROE15.6%

Source: SEC EDGAR company filings (10-K). Foreign issuers (20-F/IFRS) not yet covered.