Position in AMRZ
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$7,036,112
+$1,087,312 QoQ
Shares Held
125,600
+14.2% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AMRZ Over Time
Shares Held
Position Value (USD)
Position in Building Materials
Basic Materials · as of Mar 31, 2026De Lisle Partners LLP holds $12,073,017 across 2 Building Materials names. AMRZ ranks #1 (58.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMRZ |
Amrize Ltd
This page
|
125,600 | $7,036,112 | |
| 2 | TTAM |
Titan America SA
|
336,242 | $5,036,905 |
All Filings in AMRZ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,036,112 | 125,600 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,948,800 | 110,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,095,650 | 105,000 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||