LongCRHJul 2026
CRH plc
Third Point views CRH as having transformed from a cyclical European cement producer into a leading North American infrastructure and construction-materials platform. Its local…
CRH
Which hedge funds are long CRH?
2 published ideas on CRH plc across 2 funds — 2 long and 0 short.
Crh hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Crh: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongCRHJun 2026
CRH plc
CRH is a global building-materials leader with more than 70% of EBITDA generated in North America and the largest U.S. aggregates reserve base. Its acquisition of Arcosa further…