NYSE · Industrials

AMRIZE LTD AMRZ

Amrize AG engages in the provision of various building solutions for infrastructure, commercial, and residential construction markets in North America. 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.

Building Materials

Company profile

Business mix

  • 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.

Current key questions

  • Can demand and competitive position in building materials support revenue growth and margins?
  • Which input costs, regulation, customer concentration, or execution risks matter most for earnings quality?
  • Does capital allocation improve long-term free cash flow and per-share value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 25.74 FCF 4.43% Buyback 2.34%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Oakmark / Harris Associates Bill Nygren 0.8% $635.5M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 2 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $640.5M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares New +11,433,656 / 0
Soros Fund Management George Soros 4 filing periods
13F 2025-06-30 Filed 2025-08-14
New Shares - 13F value change +$19.3M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 53.8% 13F value change +$9.8M
13F 2025-12-31 Filed 2026-02-13
Major reduction Shares -55.6% 13F value change -$14.7M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -66.7% 13F value change -$9.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +88,889 (New) Total shares 88,889 Value $5.0M
Oakmark / Harris Associates Bill Nygren 2 filing periods
13F 2025-12-31 Filed 2026-02-17
New Shares - 13F value change +$615.4M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -0.3% 13F value change +$20.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +11,344,767 (New) Total shares 11,344,767 Value $635.5M

Recent mentions

No public mentions.