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CEMEX, S.A.B. de C.V.

CX Materials
$10.69 +$0.28 (2.69%)
Market Cap: $155.09 B
Gurus Holding
5
Popularity Rank
#1701
% of Shares Held
0.07%
Net Activity (Q4 2025)
-$18.02 M

Guru Ownership Trend

Guru Analysis for CEMEX, S.A.B. de C.V. (CX)

CEMEX, S.A.B. de C.V. (CX), a key player in the Materials sector, continues to attract institutional attention.

As of Q4 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $107.93 M.

Top institutional holders include Howard Marks and Jeremy Grantham.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $18.02 M net outflow during the quarter.

Recent activity highlights Cliff Asness who dramatically increased their stake. Conversely, Howard Marks reduced exposure by 45.0%.

Key Holders

Top 5 by Value

$66.06 M
$35.11 M
$14.31 M
$363,854
$155,942

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$35.97 M
Total Buy Value
New Buys 1
Additions 3
-$54 M
Total Sell Value
Reductions 1
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
1
Net Buyers
4

FAQs for CEMEX, S.A.B. de C.V. (CX)

Major holders include Howard Marks ($66.06 M), Jeremy Grantham ($35.11 M), Cliff Asness ($14.31 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 10.1 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $18.02 M, with 4 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited CX. The total reported sell value was $54 M.

Yes, 1 managers opened new positions in CX, and 3 increased their existing holdings. The total reported buy value was $35.97 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.94% Reduce -45.0% 5,749,324 $66.06 M Q4 2025
0.09% Add 164.9% 3,056,131 $35.11 M Q4 2025
0.01% Add 2534.8% 1,245,198 $14.31 M Q4 2025
0.00% Add 112.9% 31,667 $363,854 Q4 2025
0.00% New Buy 13,572 $155,942 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form