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. | Cevian Capital Christer Gardell And Lars Forberg | 5,429,711 | $580,979,077 | -1% | 15.71% |
| 2. | Select Equity Group Robert Joseph Caruso | 4,577,115 | $489,751,305 | -6% | 2.42% |
| 3. | Egerton Capital Limited John Armitage | 4,383,866 | $469,073,662 | +59% | 4.53% |
| 4. | Durable Capital Partners Henry Ellenbogen | 2,665,296 | $285,186,672 | +81% | 2.77% |
| 5. | Third Point Dan Loeb | 2,195,000 | $234,865,000 | +16% | 5.02% |
| 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. | 53,986,446 | $5,776,549,670 | 0.09% | |
| 2. | 43,626,185 | $4,668,001,795 | 0.1% | |
| 3. | 38,001,498 | $4,066,160,321 | 0.18% | |
| 4. | 32,365,539 | $3,463,112,673 | 0.16% | |
| 5. | 28,552,791 | $3,055,387,503 | 0.09% |