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Henry Ellenbogen's Durable Capital Partners increased its CRH position by 80%, from 1.6% to 2.77% of the portfolio.

Now holds 2,665,296 shares worth $285.19M.
Published · Based on SEC filings

Low impact
Major add
2026 Q2

Henry Ellenbogen's Durable Capital Partners bought 1.19M shares more of CRH PLC (CRH) in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026, a 80% increase in the share count. Henry Ellenbogen now holds 2.67M shares worth about $285.2M, 2.77% of the portfolio against 1.6% a quarter earlier.

What did the 2026 Q2 filing report for CRH?

As of June 30, 2026, from the 13F-HR filed August 14, 2026.

Before After
Shares 1.48M 2.67M
Shares added +1.19M (80%)
Reported value $155.3M $285.2M
Portfolio weight 1.6% 2.77%
Rank in portfolio 15th of 36

How much did Henry Ellenbogen add to CRH?

Henry Ellenbogen added 1.19M shares of CRH during 2026 Q2, taking the stake from 1.48M to 2.67M. The reported value of the position rose by about $129.8M, from about $155.3M to about $285.2M.

Where does CRH sit in the Henry Ellenbogen portfolio?

CRH ranks 15th of 36 stock positions in the Henry Ellenbogen portfolio at 2.77%, about the fund's average stock position of 3%. The largest stock position is RBC at 10.7%. Next come DASH at 7.46% and Q at 7.23%. The three largest stocks together are 25.39% of the book. The CRH addition was the 15th largest of the quarter's 38 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Henry Ellenbogen reported 36 stock positions, with 4 opened and 5 closed. The total portfolio value is about $10.3B, up 6% from the prior quarter.

Henry Ellenbogen buys and sells, 2026 Q2

How long has Henry Ellenbogen held CRH?

Henry Ellenbogen first reported CRH in the quarter ended March 31, 2026. Every reported trade is on the Henry Ellenbogen CRH trade history page.

Henry Ellenbogen shares of CRH by quarter

Did other funds buy or sell CRH in 2026 Q2?

Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 3 hold CRH. Of those, 2 added to the position this quarter and none trimmed it. The largest buyers of CRH this quarter were John Armitage and Daniel Loeb. Every tracked holder of CRH is on the CRH ownership page.

FAQ

How many CRH shares did Henry Ellenbogen buy in 2026 Q2?

Henry Ellenbogen added 1.19M shares of CRH, a 80% increase, to 2.67M shares.

What is the CRH position of Henry Ellenbogen worth now?

The CRH position of Henry Ellenbogen is worth about $285.2M at June 30, 2026 prices, 2.77% of the portfolio.

Is CRH a top holding of Henry Ellenbogen?

CRH ranks 15th of 36 stock positions in the Henry Ellenbogen portfolio, at 2.77%.

Did other funds add to CRH in 2026 Q2?

Among the 3 other tracked funds that hold CRH, 2 added to it in 2026 Q2 and none trimmed it.

Source: based on original SEC filings

Figures are from the fund's 13F, which lists long US-listed positions at quarter-end prices. Cash, short positions and most non-US holdings are not reported.
Stocks mentioned
Alan Irwin
Alan Irwin
Valuesider analyst