Position in AMRZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$70,018,237
+$16,798,117 QoQ
Shares Held
1,313,663
+38.3% QoQ
Ownership
0.240%
of shares outstanding
% of Portfolio
7.94%
of 13F equity value
Holder Rank
#43
of 460 holders
Holding Since
Dec 2025
3 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, 2026Permian Investment Partners, LP holds $70,018,237 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
|
1,313,663 | $70,018,237 |
All Filings in AMRZ
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,018,237 | 1,313,663 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $53,220,120 | 950,020 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $53,170,104 | 983,175 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||