Position in CX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,004,052
+$900,781 QoQ
Shares Held
333,671
+23.0% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#80
of 319 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CX Over Time
Shares Held
Position Value (USD)
Derivatives in CX
reported options exposure · as of Mar 31, 2021CallValue
$3,000
CallShares
2,600
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Building Materials
Basic Materials · as of Jun 30, 2026Creative Planning holds $79,566,687 across 10 Building Materials names. CX ranks #7 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMC |
Vulcan Materials CO
|
78,359 | $23,116,687 | |
| 2 | CRH |
Crh Public Ltd Co
|
152,126 | $16,277,482 | |
| 3 | MLM |
Martin Marietta Materials Inc
|
24,053 | $13,871,365 | |
| 4 | KNF |
Knife River Corp
|
107,066 | $8,956,070 | |
| 5 | EXP |
Eagle Materials Inc
|
27,125 | $6,103,125 | |
| 6 | AMRZ |
Amrize Ltd
|
91,827 | $4,894,379 | |
| 7 | CX |
Cemex Sab De CV
This page
|
333,671 | $4,004,052 | |
| 8 | JHX |
James Hardie Industries plc
|
46,041 | $1,205,352 |
All Filings in CX
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,004,052 | 333,671 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,103,271 | 271,265 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,194,440 | 190,987 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,300,205 | 144,628 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $797,996 | 115,151 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,157,157 | 206,267 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,117,446 | 198,129 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,207,751 | 197,992 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,112,473 | 174,096 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,310,548 | 145,455 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,040,460 | 134,253 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $635,901 | 97,831 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $769,015 | 108,618 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $526,964 | 95,292 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $341,585 | 84,342 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $157,992 | 46,062 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $106,282 | 27,113 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $55,074 | 10,411 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $78,498 | 11,578 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $115,279 | 16,078 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $127,066 | 15,127 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,000 | 2,600 | Call | Sole | 2021-04-30 | |
| 2021-03-31 | $150,545 | 21,599 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $88,236 | 17,067 | Shares | Sole | 2021-01-29 | |
| 2020-12-31 | $2,585 | 500 | Call | Sole | 2021-01-29 | |
| 2020-09-30 | $83,881 | 22,074 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $56,770 | 19,712 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $32,249 | 15,212 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||