← Top Holdings

CRHCRH PLC

CUSIP: G25508105

6

Guru Owners

$647.4M

Total Value Held

6.5M

Total Shares

$290.1M
3.22%
$199.7M
9.59%
$155.3M
1.60%
$382K
0.00%

📊 Fundamentals

Market Cap$71.0B
P/E Ratio19.7x
Near market avg
Forward P/E15.9x
P/FCF90.3x
EPS (TTM)$5.38
Revenue (TTM)$38.1B
Profit Margin9.64%
Div Yield1.45%
Beta1.19

52-Week Range

$91.22
$131.55

Current: $106.21

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 19.7x trailing earnings → 15.9x forward · 9.6% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$205.9M$411.8M$617.7M$823.6MQ3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '266 owners · $647.4M
INCREASEDJohn Armitage$290.1M
REDUCEDDaniel Loeb$199.7M
REDUCEDEdgar Wachenheim$1.8M
REDUCEDRay Dalio$382K
Q4 '256 owners · $809.5M
INCREASEDDaniel Loeb$324.5M
REDUCEDJohn Armitage$282.2M
REDUCEDSeth Klarman$133.9M
INCREASEDStanley Druckenmiller$59.3M
INCREASEDRay Dalio$7.2M
REDUCEDEdgar Wachenheim$2.5M
Q3 '256 owners · $823.6M
REDUCEDJohn Armitage$510.9M
REDUCEDDaniel Loeb$259.6M
REDUCEDEdgar Wachenheim$3.0M
REDUCEDRay Dalio$2.5M
REDUCEDSeth Klarman$406K
Q2 '256 owners · $662.8M
INCREASEDJohn Armitage$419.6M
REDUCEDDaniel Loeb$237.8M
REDUCEDRay Dalio$2.1M
INCREASEDSeth Klarman$351K
Q1 '256 owners · $622.3M
REDUCEDJohn Armitage$372.2M
INCREASEDRay Dalio$8.1M
INCREASEDLee Ainslie$504K
INCREASEDSeth Klarman$237K
Q4 '245 owners · $660.0M
REDUCEDJohn Armitage$400.5M
INCREASEDDaniel Loeb$251.2M
INCREASEDRay Dalio$7.9M
INCREASEDSeth Klarman$244K
INCREASEDLee Ainslie$221K

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
6%analyst est. 5.5%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
2.1%current: 2.1%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

CRH: Held by 6 superinvestors · 2 congress member trades

$1,001 - $15,0002025-08-08
$1,001 - $15,0002025-05-09