Position in AMRZ
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$109,638,366
+$38,882,528 QoQ
Shares Held
1,957,129
+49.6% QoQ
Ownership
0.354%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 98.95765685348283.ToString("F0")%
Shared 0.ToString("F0")%
None 1.0423431465171689.ToString("F0")%
Common Shares in AMRZ Over Time
Shares Held
Position Value (USD)
Position in Building Materials
Basic Materials · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $198,359,622 across 6 Building Materials names. AMRZ ranks #1 (55.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMRZ |
Amrize Ltd
This page
|
1,957,129 | $109,638,366 | |
| 2 | MLM |
Martin Marietta Materials Inc
|
94,213 | $55,461,308 | |
| 3 | EXP |
Eagle Materials Inc
|
138,493 | $26,237,498 | |
| 4 | VMC |
Vulcan Materials CO
|
21,540 | $5,865,342 | |
| 5 | USLM |
United States Lime & Minerals Inc
|
4,466 | $583,304 | |
| 6 | TGLS |
Tecnoglass Inc.
|
12,880 | $573,804 |
All Filings in AMRZ
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $109,638,366 | 1,957,129 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $70,755,838 | 1,308,355 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,301,213 | 88,630 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,088,185 | 42,143 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||