Guru Ownership Trend
Guru Analysis for CRH plc (CRH)
CRH plc (CRH), a key player in the Materials sector, continues to attract institutional attention.
As of Q3 2025, a total of 15 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.57 B.
Top institutional holders include John Armitage and Seth Klarman.
Notably, Seth Klarman has expressed high conviction in this stock, allocating 8.47% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $283.77 M net outflow during the quarter.
Recent activity highlights Stanley Druckenmiller who opened a new position. Conversely, Manning & Napier Group reduced exposure by 84.0%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 5.39% | Reduce -6.8% | 4,260,846 | $510.88 M | Q3 2025 | |
| 8.47% | Reduce -11.6% | 3,383,395 | $405.67 M | Q3 2025 | |
| 2.89% | Reduce -16.4% | 2,165,000 | $259.58 M | Q3 2025 | |
| 0.10% | Reduce -34.8% | 1,237,307 | $148.35 M | Q3 2025 | |
| 0.26% | Add 22.0% | 458,965 | $55.02 M | Q3 2025 | |
| 1.16% | New Buy | 393,820 | $47.22 M | Q3 2025 | |
| 0.07% | Reduce -45.6% | 337,100 | $40.42 M | Q3 2025 | |
| 0.31% | Reduce -69.9% | 178,962 | $21.46 M | Q3 2025 | |
| 0.02% | New Buy | 156,800 | $18.8 M | Q3 2025 | |
| 0.16% | Add 9.2% | 94,230 | $11.3 M | Q3 2025 | |
| 0.03% | Reduce -57.8% | 48,470 | $5.81 M | Q3 2025 | |
| 0.01% | Reduce -7.3% | 20,993 | $2.52 M | Q3 2025 | |
| 0.00% | Reduce -48.5% | 12,392 | $1.49 M | Q3 2025 | |
| 0.01% | Reduce -84.0% | 7,831 | $938,937 | Q3 2025 | |
| 0.00% | Reduce -7.8% | 3,735 | $446,193 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for CRH plc (CRH)
Major holders include John Armitage ($510.88 M), Seth Klarman ($405.67 M), Daniel Loeb ($259.58 M). According to the latest reported data, 15 tracked investment managers collectively hold approximately 12.76 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $283.77 M, with 4 managers increasing positions and 13 managers reducing holdings.
During the most recent reporting period, 11 managers trimmed their positions, while 2 fully exited CRH. The total reported sell value was $360.66 M.
Yes, 2 managers opened new positions in CRH, and 2 increased their existing holdings. The total reported buy value was $76.89 M.