Position in AMRZ
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$100,801,759
+$63,824,423 QoQ
Shares Held
1,891,215
+148.2% QoQ
Ownership
0.346%
of shares outstanding
% of Portfolio
2.44%
of 13F equity value
Holder Rank
#33
of 460 holders
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in AMRZ Over Time
Shares Held
Position Value (USD)
Position in Building Materials
Basic Materials · as of Jun 30, 2026LOCUST WOOD CAPITAL ADVISERS, LLC holds $100,801,759 across 1 Building Materials name. AMRZ ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMRZ |
Amrize Ltd
This page
|
1,891,215 | $100,801,759 |
All Filings in AMRZ
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $100,801,759 | 1,891,215 | Shares | Sole | 2026-08-10 | |
| 2025-09-30 | $36,977,336 | 761,948 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||