Position in AMRZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$65,757,115
+$64,988,073 QoQ
Shares Held
1,233,717
+8886.9% QoQ
Ownership
0.226%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#44
of 460 holders
Holding Since
Jun 2025
5 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, 2026Thrivent Financial for Lutherans holds $85,084,802 across 8 Building Materials names. AMRZ ranks #1 (77.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMRZ |
Amrize Ltd
This page
|
1,233,717 | $65,757,115 | |
| 2 | MLM |
Martin Marietta Materials Inc
|
18,128 | $10,454,417 | |
| 3 | CRH |
Crh Public Ltd Co
|
28,283 | $3,026,281 | |
| 4 | EXP |
Eagle Materials Inc
|
6,980 | $1,570,500 | |
| 5 | VMC |
Vulcan Materials CO
|
5,273 | $1,555,587 | |
| 6 | KNF |
Knife River Corp
|
12,603 | $1,054,240 | |
| 7 | CX |
Cemex Sab De CV
|
78,241 | $938,892 | |
| 8 | USLM |
United States Lime & Minerals Inc
|
6,953 | $727,770 |
All Filings in AMRZ
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,757,115 | 1,233,717 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $769,042 | 13,728 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $742,410 | 13,728 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $345,388 | 7,117 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $19,248,688 | 388,470 | Shares | Sole | 2025-08-26 | |
| No filing history on record for this holder in this stock. | ||||||