John Armitage's Egerton Capital increased its CRH PLC (CRH) position by 59% in 2026 Q2, according to the 13F-HR filed with the SEC on July 21, 2026. The stake went from 2.76M to 4.38M shares, worth about $469.1M, and from 3.22% to 4.53% of the reported portfolio.
What did the 2026 Q2 filing report for CRH?
As of June 30, 2026, from the 13F-HR filed July 21, 2026.
| Before | After | |
|---|---|---|
| Shares | 2.76M | 4.38M |
| Shares added | +1.62M (59%) | |
| Reported value | $290.1M | $469.1M |
| Portfolio weight | 3.22% | 4.53% |
| Rank in portfolio | 9th of 23 |
How much did John Armitage add to CRH?
John Armitage added 1.62M shares of CRH during 2026 Q2, taking the stake from 2.76M to 4.38M. The reported value of the position rose by about $179M, from about $290.1M to about $469.1M.
Where does CRH sit in the John Armitage portfolio?
CRH ranks 9th of 23 stock positions in the John Armitage portfolio at 4.53%, about the fund's average stock position of 4%. The CRH addition was the 12th largest of the quarter's 29 position changes by percent change to portfolio. The largest stock position is V at 14.13%. Next come GOOG at 11.24% and APH at 8.29%. The three largest stocks together are 33.66% of the book. Across the 2026 Q2 portfolio, John Armitage reported 23 stock positions, with 5 opened and 6 closed. The total portfolio value is about $10.4B, up 15% from the prior quarter.
How long has John Armitage held CRH?
John Armitage first reported CRH in the quarter ended December 31, 2023. The weight peaked at 5.39% in 2025 Q3. The fund added to it last quarter as well, by 22%. Every reported trade is on the John Armitage CRH trade history page.
Did other funds buy or sell CRH in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of July 21, 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 Henry Ellenbogen and Daniel Loeb. Every tracked holder of CRH is on the CRH ownership page.
FAQ
How many CRH shares did John Armitage buy in 2026 Q2?
John Armitage added 1.62M shares of CRH, a 59% increase, to 4.38M shares.
What is the CRH position of John Armitage worth now?
The CRH position of John Armitage is worth about $469.1M at June 30, 2026 prices, 4.53% of the portfolio.
Is CRH a top holding of John Armitage?
CRH ranks 9th of 23 stock positions in the John Armitage portfolio, at 4.53%.
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.