On the Shoulders of Value Giants
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CRH · Materials

CRH PLC

Q2 2026: held by 2 giants, composite weight 0.09% (the consensus ranking takes only companies held by at least 3 giants, so no rank); this quarter 1 bought and 0 sold. Quarter-end price $107.00 (Jun 30, 2026).

Giants holding
2
previous quarter 2
Composite weight
0.09%
under 3 holders: not ranked
Quarter-end price
$107.00
Jun 30, 2026
Giants’ avg costest.
$74.21
quarter-end price +44% vs this average (each giant’s cost counted once)

Held by 2 Giants

Sorted by portfolio weight; click a name for that giant’s holding history.

How to Read This

Est. average cost: shares bought each quarter × (start + end price) ÷ 2, weighted; positions held before Q1 1999 (or the giant’s earliest electronic filing) start from that quarter’s price. 13F does not show actual trade prices.

Giant?WeightShares (thousands)Value ($M)First boughtQuarters held?Est. avg cost?vs costThis quarter
Dan Loeb5.1%2,195235Q2 20249$93.41+15%Added
Edgar Wachenheim<0.1%182Q3 202312$55.01+95%Held

Cost Map: 2 of 2 Giants Have an Estimated Cost Below the Quarter-End Price

One row per giant: the dot is the estimated average cost (bigger = heavier weight); the gold line is the latest quarter-end price.

cost below price (paper gain)cost above price (paper loss)quarter-end price
Cost Map$60$80$100Edgar WachenheimDan LoebCost Map$60$80$100E. WachenheimDan Loeb

Quarter-End Price (Split-Adjusted)

From Q3 2023, the first quarter a giant held it; hover for holders, buyers and sellers that quarter.

How to Read This

Prices are 13F quarter-end value ÷ shares, roughly the quarter’s closing price, not live prices; prices before splits are converted to today’s share count.

Quarter-End Price$406080100120140Q3 2023Q1 2024Q3 2024Q1 2025Q3 2025Q2 2026Quarter-End Price$406080100120140Q3 2023Q2 2024Q1 2025Q2 2026

More Giants or Fewer

Giants Holding

Giants Holding0123Q3 2023Q1 2024Q3 2024Q1 2025Q3 2025Q2 2026Giants Holding0123Q3 2023Q2 2024Q1 2025Q2 2026

Buyers and Sellers (Last 20 Quarters)

BoughtSold
Buyers and Sellers Each Quarter4202Q3 2023Q1 2024Q3 2024Q1 2025Q3 2025Q2 2026Buyers and Sellers Each Quarter32101Q3 2024Q1 2025Q3 2025Q2 2026

Composite Weight (Hover for Rank)

Composite Weight%00.10.20.30.4Q3 2023Q1 2024Q3 2024Q1 2025Q3 2025Q2 2026Composite Weight%00.10.20.30.4Q3 2023Q2 2024Q1 2025Q2 2026

Holding History

Open a giant: when the holding began, which quarters it changed, and how the estimated cost moved. The table lists quarters with trades plus the latest quarter.

How to Read This

In the chart, prices and cost are converted to today’s share count (split-adjusted); the table shows each quarter’s own figures. Est. trade price = (start + end price) ÷ 2, only a rough level.

Dan Loeb 5.1% · since Q2 2024

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$6080100120140Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026Holding History$6080100120140Q2 2024Q1 2025Q2 2026
QuarterMoveChange (thousands)Shares held (thousands)WeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Added+2952,1955.1%$105.12 → $107.00$106.06$93.41
Q1 2026Trimmed−7001,9009.6%$124.80 → $105.12$114.96$91.44
Q4 2025Added+4352,6004.5%$119.90 → $124.80$122.35$91.44
Q3 2025Trimmed−4252,1653.1%$91.80 → $119.90$105.85$85.23
Q2 2025Trimmed−1252,5903.1%$87.97 → $91.80$89.88$85.23
Q4 2024Added+6652,7153.4%$92.74 → $92.52$92.63$85.23
Q3 2024Added+1,4002,0502.6%$74.98 → $92.74$83.86$82.83
Q2 2024New+6506500.6%$86.26 → $74.98$80.62$80.62
Edgar Wachenheim <0.1% · since Q3 2023

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$406080100120140Q3 2023Q1 2024Q3 2024Q1 2025Q3 2025Q2 2026Holding History$406080100120140Q3 2023Q2 2024Q1 2025Q2 2026
QuarterMoveChange (thousands)Shares held (thousands)WeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Held—18<0.1%$105.12 → $107.00—$55.01
Q1 2026Trimmed−218<0.1%$124.80 → $105.12$114.96$55.01
Q4 2025Trimmed−520<0.1%$119.90 → $124.80$122.35$55.01
Q3 2025Trimmed−225<0.1%$91.80 → $119.90$105.85$55.01
Q1 2025Trimmed−60527<0.1%$92.52 → $87.97$90.25$55.01
Q4 2024Trimmed−10,5236320.9%$92.74 → $92.52$92.63$55.01
Q2 2024Added+9111,12011.0%$86.26 → $74.98$80.62$55.01
Q1 2024Trimmed−11311,0298.8%$69.16 → $86.26$77.71$54.80
Q4 2023Added+10411,1428.2%$54.73 → $69.16$61.95$54.80
Q3 2023New+11,03811,0387.8%— → $54.73$54.73$54.73

Giants Who Sold Out in the Last 8 Quarters