What Makes Amrize (AMRZ) a Strong Investment?

1 hour ago 1

Soumya Eswaran

Wed, January 14, 2026 astatine 7:40 AM CST 3 min read

Oakmark Funds, advised by Harris Associates, released its “Oakmark Fund” fourth-quarter 2025 capitalist letter. The nonsubjective of the money is to present superior appreciation by investing successful divers large-cap US companies. A transcript of the missive tin beryllium downloaded here. In the quarter, the money (investor class) outperformed the S&P 500 Index, returning 4.78% vs. 2.66% for the index. In addition, you tin cheque the Fund’s apical 5 holdings to find its champion picks for 2025.

In its fourth-quarter 2025 capitalist letter, Oakmark Fund highlighted stocks specified arsenic Amrize Ltd (NYSE:AMRZ). Amrize Ltd (NYSE:AMRZ) is simply a gathering materials institution successful North America. On January 13, 2026, Amrize Ltd (NYSE:AMRZ) banal closed astatine $56.44 per share. One-month instrumentality of Amrize Ltd (NYSE:AMRZ) was 5.42%, and YTD its shares gained 4.36% of their value. Amrize Ltd (NYSE:AMRZ) has a marketplace capitalization of $31.216 billion.

Oakmark Fund stated the pursuing regarding Amrize Ltd (NYSE:AMRZ) successful its 4th fourth 2025 capitalist letter:

"Amrize Ltd (NYSE:AMRZ) is simply a starring shaper of gathering materials and operation solutions, established pursuing Holcim's spin-off of its North American operations successful June. As a standalone company, Amrize holds beardown marketplace positions—it is the largest cement producer, the second-largest commercialized roofing products shaper and a top-five aggregates shaper successful the U.S. and Canada. The institution benefits from pricing powerfulness owed to its scale, advantaged determination footprint and choky proviso dynamics. We besides spot semipermanent imaginable successful the Building Envelope conception and judge determination is simply a way to narrowing the borderline spread to roofing peers. In our view, Amrize is simply a fundamentally beardown concern that is flying nether the radar of astir U.S. investors. This created the accidental to put alongside a proven absorption squad focused connected unlocking shareholder value."

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Amrize Ltd (NYSE:AMRZ) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 47 hedge money portfolios held Amrize Ltd (NYSE:AMRZ) astatine the extremity of the 3rd quarter, compared to 48 successful the erstwhile quarter. While we admit the imaginable of Amrize Ltd (NYSE:AMRZ) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

In another article, we covered Amrize Ltd (NYSE:AMRZ) and shared the database of champion cement stocks to bargain according to analysts. In addition, delight cheque retired our hedge money capitalist letters Q4 2025 page for much capitalist letters from hedge funds and different starring investors.