Position in AMRZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$47,341,060
+$1,729,576 QoQ
Shares Held
888,200
+9.1% QoQ
Ownership
0.162%
of shares outstanding
% of Portfolio
2.45%
of 13F equity value
Holder Rank
#55
of 460 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMRZ Over Time
Shares Held
Position Value (USD)
Position in Building Materials
Basic Materials · as of Jun 30, 2026LAKEWOOD CAPITAL MANAGEMENT, LP holds $47,341,060 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
|
888,200 | $47,341,060 |
All Filings in AMRZ
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,341,060 | 888,200 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $45,611,484 | 814,200 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $37,812,736 | 699,200 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $29,845,950 | 615,000 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||