News Summary
PositiveCRH delivered strong Q2 2026 results with 6% revenue growth, 13% net income growth, and margin expansion, while executing its largest acquisition ever ($8.5B Arcosa deal) to strengthen North American infrastructure positioning. The company reaffirmed full-year 2026 guidance for mid-single-digit revenue growth and double-digit EPS expansion, supported by an aggressive capital recycling strategy and $40B financial capacity through 2030.
Funds Buying (5)
| Fund | Manager | Shares Held | ∆ Shares | Position Value | % of Fund | QoQ | Status |
|---|---|---|---|---|---|---|---|
| Durable Capital Partners | Henry Ellenbogen | 2.7M | +1.2M | $285M | 2.8% | +80% | Existing |
| Third Point | Dan Loeb | 2.2M | +295K | $235M | 5.0% | +16% | Existing |
| Point72 | Steve Cohen | 2.0M | +2.0M | $219M | 0.3% | — | NEW |
| Duquesne Family Office | Stanley Druckenmiller | 554K | +176K | $59M | 1.4% | +47% | Existing |
| Soros Fund Management | Soros Family Office | 124K | +9K | $13M | 0.2% | +8% | Existing |
Shares Held and Position Value reflect total quarter-end holdings. ∆ Shares is the change from the prior quarter. % of Fund is the position's share of the fund's reported equity portfolio — it drives the size weighting in the conviction score.
Portfolio Context
Where CRH ranks in each buying fund's book, and the positions immediately around it. What a holding sits next to often says more about the thesis than the position size does.
position #4 of this fund's book
- 1WARNER BROS DISCOVERY INC$533M
- 2AMAZON COM INC$417M
- 3ALPHABET INC$366M
- 4CRH PLC$235M
- 5TELEPHONE & DATA SYS INC$232M
- 6TAIWAN SEMICONDUCTOR MANUFAC$220M
- 7LIVE NATION ENTERTAINMENT IN$208M
position #15 of this fund's book
- 12FABRINET$339M
- 13PRIVIA HEALTH GROUP INC$299M
- 14UL SOLUTIONS INC$299M
- 15CRH PLC$285M
- 16SHOPIFY INC$267M
- 17CLEAN HARBORS INC$267M
- 18ROCKET COS INC$260M
position #19 of this fund's book
- 16Sandisk Corp$79M
- 17Revolution Medicines Inc$75M
- 18Bitdeer Technologies Group$65M
- 19Crh Plc$59M
- 20Delta Air Lines Inc$56M
- 21Fluor Corp$51M
- 22D R Horton Inc$49M
Values are quarter-end position sizes. Shown only for funds where CRH ranks inside their 40 largest equity positions — below that, neighbouring names carry no signal. Adjacency is an inference about a fund's reasoning, not a disclosure of it.
Beneficial Ownership (13D/13G)
| Filer | Form | Shares | % of Class | Filed | Src |
|---|---|---|---|---|---|
| Vanguard Capital Management | SC 13G | 50.1M | 7.5% | 2026-04-28 | ↗ |
SC 13D = active intent to influence control (10-day filing deadline after crossing 5%). SC 13G = passive accumulation, no intent to influence control.