NYSE · Industrials

CEMEX SAB DE CV CX

CEMEX, S.A.B. de C.V., together with its subsidiaries, engages in the production, marketing, distribution, and sale of cement, ready-mix concrete, aggregates, urbanization solutions, and other construction materials and services worldwide.

Building Materials

Company profile

Business mix

  • It offers gray ordinary portland, white portland, and blended cement products; masonry or mortar products.
  • The company also provides urbanization solutions for construction chemicals, mortars, concrete products, and asphalt businesses, as well as municipal and industrial waste management solutions; and construction, demolition, and excavation waste solutions.
  • CEMEX, S.A.B. de C.V. was founded in 1906 and is based in San Pedro Garza García, Mexico.

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 3 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 39.85 FCF 7.63% Buyback 34.57%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Corvex Management Keith Meister 3.9% $98.4M 2026-03-31
Soros Fund Management George Soros 0.4% $34.2M 2026-03-31
Oaktree Capital Management Howard Marks 0.5% $31.6M 2026-03-31

Recent trading changes over the last 2 quarters

Net buyers 1 Last 2 13F filing periods
Net reducers 1 Last 2 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $34.2M Estimated from net added shares
Reduction amount $87.9M Estimated from net reduced shares
Net share change / base shares -24.6% -4,693,770 / 19,049,099
Soros Fund Management George Soros 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$34.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 2 periods +2,991,971 (New) Total shares 2,991,971 Value $34.2M
Oaktree Capital Management Howard Marks 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -45.0% 13F value change -$27.9M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -51.9% 13F value change -$34.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 10,448,824 Last 2 periods -7,685,741 (-73.6%) Total shares 2,763,083 Value $31.6M
Corvex Management Keith Meister 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 8,600,275 Last 2 periods +0 (0.0%) Total shares 8,600,275 Value $98.4M

Recent mentions

No public mentions.