What Makes CRH Plc (CRH) a Vertically Integrated Compounder?
Third Point Management, a New York-based investment advisor, released its second-quarter 2026 investor letter. A copy is available to download here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Egerton Capital Limited John Armitage | 4,383,866 | $469,073,662 | +59% | 4.53% |
| 2. | Hosking Partners Jeremy Hosking | 81,297 | $8,698,779 | -2% | 0.29% |
| 3. | Hi-Line Capital Management Michael Anderson | 77,483 | $8,290,681 | +1% | 2.33% |
| 4. | Lee Munder Capital Group Lee Munder | 67,808 | $7,255,456 | +10% | 0.39% |
| 5. | Walleye Capital Will England | 65,438 | $7,001,866 | +230% | 0.03% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $104.49 | 3,800 | $397,062.00 | 143,800 | 2026-03-11 | Filing | |
| $102.11 | 2,000 | $204,223.40 | 7,550 | 2026-03-12 | Filing | |
| $99.16 | 1,492 | $147,940.75 | 1,492 | 2025-05-13 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $104.45 | 1,492 | $155,831.94 | 1,205 | 2026-05-15 | Filing | |
| $110.91 | 40,000 | $4,436,392.00 | 50,224 | 2025-08-12 | Filing | |
| $102.93 | 4,097 | $421,692.74 | 35,757 | 2025-03-03 | Filing | |
| $102.93 | 10,680 | $1,099,262.50 | 52,341 | 2025-03-03 | Filing | |
| $100.82 | 7,000 | $705,710.60 | 80,083 | 2025-02-28 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 13,557,749 | $1,490,538,708 | 0.47% | |
| 2. | 12,915,788 | $1,380,057,613 | 1.23% | |
| 3. | 10,884,304 | $1,164,620,626 | 0.19% | |
| 4. | 5,994,916 | $641,456,012 | 0.58% | |
| 5. | 2,950,806 | $315,736,242 | 1.16% |