FIRST MANHATTAN CO. LLC.

Position in AMRZ — Amrize Ltd

CIK 728083 NEW YORK, NY

Position in AMRZ

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$167,617,200

-$52,982,781 QoQ

Shares Held

3,144,788

-20.1% QoQ

Ownership

0.575%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#23

of 460 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Basic Materials · as of Jun 30, 2026

FIRST MANHATTAN CO. LLC. holds $193,109,426 across 4 Building Materials names. AMRZ ranks #1 (86.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMRZ	Amrize Ltd This page	3,144,788	$167,617,200
2	MLM	Martin Marietta Materials Inc	35,200	$20,299,840
3	KNF	Knife River Corp	47,056	$3,936,234
4	VMC	Vulcan Materials CO	4,258	$1,256,152

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$167,617,200	3,144,788	-20.1%	Shares	Sole	2026-08-14
2026-03-31	$220,599,981	3,937,879	-2.4%	Shares	Sole	2026-05-15
2025-12-31	$218,304,952	4,036,704	+20.0%	Shares	Sole	2026-02-17
2025-09-30	$163,287,629	3,364,674	+42.3%	Shares	Sole	2025-11-14
2025-06-30	$117,144,326	2,364,164	—	Shares	Sole	2025-08-14
No filing history on record for this holder in this stock.