Amrize Ltd
A North American building materials company that supplies cement, aggregates, ready-mix concrete, asphalt, and roofing systems to professional builders — everything "from foundation to rooftop." It was born in June 2025 when the global materials giant Holcim spun off its North American operations into an independent company. The name blends "ambition" and "rising," and some of its plants, like the Alpena cement works in Michigan, have been running since 1907.
Estimated from filings — the split-adjusted price range over the quarters each manager built the position. A range, not a fill price; 13F reports a quarter-end snapshot, not a trade date.