CRH
Crh Plc
7 super-investors hold CRH worth a combined $902M. The largest position: Daniel Loeb at 9.6% of their portfolio. This quarter the cohort logged 2 buys and 2 sells on the name. Cohort Conviction Score: 30 — ranked #386 of 724 scored stocks.
Why super-investors own CRH
Daniel Loeb holds the highest-conviction bet, with CRH representing 9.6% of his portfolio at roughly $200M, though he trimmed in 2026Q1 alongside Stanley Druckenmiller, who cut his $40M stake. The most notable move this quarter was Henry Ellenbogen initiating a new $155M position — the largest single addition by dollar value — while John Armitage, already the cohort's largest holder at $290M, added further. Seven super-investors now hold CRH in aggregate at $902M, with cohort ownership count stable in the 4–5 range over eight quarters, suggesting interest has plateaued rather than accelerating. Net activity is mixed: two trims against two additions leaves the overall conviction picture roughly flat.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2023Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (7) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | John Armitage | 3.2% | 10q | $290M | 2,759,331 |
| 2 | Joel Greenblatt | 0.2% | 11q | $215M | 2,050,024 |
| 3 | Daniel Loeb | 9.6% | 8q | $200M | 1,900,000 |
| 4 | Henry Ellenbogen | 1.6% | — 1q | $155M | 1,477,777 |
| 5 | Stanley Druckenmiller | 1.4% | 4q | $40M | 377,555 |
| 6 | Greenhaven Associates | <0.1% | 11q | $2M | 17,500 |
| 7 | First Eagle Investment Management | 0.0% | 11q | $305K | 2,964 |
- 1John Armitageport3.2%val$290M2,759,331 sh·10q held
- 2Joel Greenblattport0.2%val$215M2,050,024 sh·11q held
- 3Daniel Loebport9.6%val$200M1,900,000 sh·8q held
- 4Henry Ellenbogenport1.6%val$155M1,477,777 sh·—1q held
- 5Stanley Druckenmillerport1.4%val$40M377,555 sh·4q held
- 6Greenhaven Associatesport<0.1%val$2M17,500 sh·11q held
- 7First Eagle Investment Managementport0.0%val$305K2,964 sh·11q held
Owners of CRH also hold
Recent activity (4)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Daniel Loeb | TRIM | 9.6% | -27% | $200M | May 15, 2026 |
| Henry Ellenbogen | NEW | 1.6% | +100% | $155M | May 15, 2026 |
| Stanley Druckenmiller | TRIM | 1.4% | -21% | $40M | May 15, 2026 |
| John Armitage | ADD | 3.2% | +22% | $290M | May 13, 2026 |
Long US equity 13F-HR filings only. CUSIP G25508105. Not investment advice.