Position in AMRZ
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,014,280
-$21,832 QoQ
Shares Held
131,600
+4.8% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#131
of 461 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, 2026De Lisle Partners LLP holds $13,288,555 across 2 Building Materials names. AMRZ ranks #1 (52.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMRZ |
Amrize Ltd
This page
|
131,600 | $7,014,280 | |
| 2 | TTAM |
Titan America SA
|
336,242 | $6,274,275 |
All Filings in AMRZ
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,014,280 | 131,600 | Shares | Sole | 2026-08-12 | |
| 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. | ||||||