Quarterly Activity Chart
Adds vs. Reduces by Quarter
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AMRZ —
AMRIZE LTD
CUSIP: H2927K103 · Held by 5 superinvestors · Combined value: $1,231,403,832
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Bill Nygren | 0.8% | $615,405,896 | 11,379,547 | NEW BUY | +11,379,547 |
| 2 | Dodge & Cox | 0.2% | $293,371,528 | 5,385,441 | REDUCE | -401,100 |
| 3 | Steven Romick | 2.4% | $184,308,534 | 3,408,072 | NEW BUY | +3,408,072 |
| 4 | Jim Simons | 0.1% | $95,867,616 | 1,772,700 | ADD | +557,400 |
| 5 | Ken Griffin | 0.0% | $42,450,258 | 784,953 | ADD | +88,007 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Bill Nygren | NEW BUY | +11,379,547 | New |
| Steven Romick | NEW BUY | +3,408,072 | New |
| Jim Simons | ADD | +557,400 | +45.9% |
| Ken Griffin | ADD | +88,007 | +12.6% |
| Dodge & Cox | REDUCE | -401,100 | -6.9% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Jim Simons | NEW BUY | +1,215,300 | New |
| Ken Griffin | ADD | +50,689 | +7.8% |
| Dodge & Cox | REDUCE | -6,684,165 | -53.6% |
Who Owns AMRZ? Superinvestor Holdings
AMRIZE LTD is held by 5 tracked superinvestors, with a combined position value of $1.2 billion . The largest positions are held by Bill Nygren (0.8% of portfolio), Dodge & Cox (0.2% of portfolio), Steven Romick (2.4% of portfolio).
In the most recent quarter, 4 superinvestors added or initiated positions while 1 reduced or exited.