Oakmark Fund Initiates New Position in Amrize AG
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 27 2026
0mins
Should l Buy AMRZ?
Source: Fool
Amrize AG's stock has declined by 3.01% and has hit a 20-day low amid broader market weakness, with the Nasdaq-100 down 2.09% and the S&P 500 down 2.01%.
The Oakmark Fund has initiated new investment positions in Amrize AG, indicating a positive outlook on its future growth potential. This move comes as the fund adapts its strategy to focus on value and smaller capitalization stocks, which have been favored in the current market environment. The fund's proactive approach reflects confidence in Amrize's prospects despite the recent price decline.
This investment by the Oakmark Fund may provide a boost to Amrize AG's stock in the long term, as institutional interest can often lead to increased investor confidence and potential price recovery.
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Analyst Views on AMRZ
Wall Street analysts forecast AMRZ stock price to rise
15 Analyst Rating
10 Buy
5 Hold
0 Sell
Moderate Buy
Current: 58.940
Low
52.44
Averages
59.94
High
70.00
Current: 58.940
Low
52.44
Averages
59.94
High
70.00
About AMRZ
Amrize Ltd delivers advanced building solutions from foundation to rooftop. The Company serves customers across infrastructure, commercial and residential markets and from new build to repair and refurbishment in North America. With over 1,000 sites and a distribution network, it delivers for customers in every U.S. state and Canadian province. Its two businesses, Building Materials and Building Envelope, offer advanced branded solutions to cover construction needs from foundation to rooftop. Its Building Materials business includes cement, concrete, aggregates, and asphalt. Its cement brands include OneCem, ECOPlanet Cements, and MaxCem. Its concrete brands include ECOPact, DYNAMax, and Ductal. Its Building Envelope business includes commercial roofing, residential roofing, weatherization, adhesives and sealants, and insulation. Its commercial roofing brands are Elevate, Duro-Last, GenFlex, and Gaco. Its insulation brands include Enverge, OX Engineered Products, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Amrize Announces Board Changes and New Appointments
- Board Appointments: Amrize has appointed Robert S. Rivkin as Chair of the Audit Committee, having served as a member since June 2025, indicating the company's commitment to audit compliance.
- Audit Committee Expansion: Holli Ladhani joins the Audit Committee as a qualified financial expert while continuing her role on the Nomination and Governance Committee, enhancing the board's financial expertise.
- Board Member Departure: Theresa Drew has stepped down from the board, with her resignation unrelated to any company operations, policies, or practices, reflecting the company's respect for its board members' contributions.
- Company Overview: Amrize achieved $11.7 billion in revenue in 2024 and serves as the partner of choice for professional builders across North America, with over 1,000 sites and a highly efficient distribution network, showcasing its strong position in the construction market.
See More
Amrize Announces Board Changes and New Appointments
- Board Appointments: Amrize has appointed Robert S. Rivkin as Chair of the Audit Committee, having served as a member since June 2025, indicating the company's ongoing commitment to financial oversight.
- Audit Committee Expansion: Holli Ladhani joins the Audit Committee as a qualified financial expert, enhancing the board's financial expertise and contributing to improved corporate governance practices.
- Board Member Resignation: Theresa Drew has stepped down from the board, with the company clarifying that her resignation is not related to any disagreements regarding operations or policies, reflecting the company's respect and gratitude for her contributions.
- Company Overview: Amrize achieved $11.7 billion in revenue in 2024 and is recognized as the partner of choice for professional builders in North America, boasting over 1,000 sites and an efficient distribution network, showcasing its strong position in the construction market.
See More
Amrize Announces Changes to Board of Directors
- Board Changes: Amrize has appointed Robert S. Rivkin as Chair of the Audit Committee, having served as a member since June 2025, a move aimed at enhancing financial oversight and transparency within the company.
- New Member Addition: Holli Ladhani joins the Audit Committee as a qualified financial expert, which will bolster the committee's expertise and ensure the accuracy and compliance of the company's financial reporting.
- Director Resignation: Theresa Drew has stepped down from the Board, with the Board clarifying that her resignation is unrelated to any operational disagreements, reflecting the company's respect for its board members and their contributions.
- Company Overview: Amrize achieved $11.7 billion in revenue in 2024 and is recognized as the partner of choice for professional builders in North America, boasting over 1,000 sites and an efficient distribution network that underscores its strong market presence and influence.
See More
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- New Portfolio Positions: During this period, the fund initiated positions in AerCap Holdings, the world's largest aircraft lessor, Amrize, a producer of building materials and construction solutions, and CDW Corporation, an IT solutions company, reflecting optimism about these sectors' prospects.
- Position Reduction Strategy: Concurrently, the fund eliminated its holdings in Bank of New York Mellon and Magna, indicating a cautious outlook on these companies' future performance amid changing market conditions.
- Market Outlook Analysis: Despite macroeconomic challenges, Bank of New York Mellon's Q4 earnings report demonstrated strong business performance; however, its shares are still considered pricey, suggesting that investors should carefully assess its investment value.
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- Performance Overview: The Oakmark Fund (Investor Class) achieved a 4.78% return in Q4 2025, significantly outperforming the S&P 500 Index's 2.66%, demonstrating the effectiveness of its investment strategy and market adaptability.
- New Investment Positions: In Q4 2025, the fund added new positions in AerCap (NYSE:AER), Amrize (NYSE:AMRZ), and CDW (NASDAQ:CDW), indicating a positive outlook on the aviation leasing and technology services sectors, aiming to enhance overall returns through diversified investments.
- Exit Strategy Adjustments: The fund exited its positions in Bank of New York Mellon (BK) and Magna (MGA) during Q4 2025, reflecting its keen insight into market dynamics and the ability to flexibly adjust its portfolio to optimize risk-return profiles.
- Market Commentary Insights: The Oakmark Fund's Q4 2025 commentary reveals a profound understanding of the U.S. equity market, providing valuable insights for investors by combining market trends with portfolio performance, thereby enhancing trust among its investor base.
See More
Oakmark Fund Outperforms S&P 500 and Bloomberg Bond Index in Q4
- Strong Quarterly Performance: The Oakmark Equity and Income Fund outperformed both the S&P 500 and Bloomberg U.S. Aggregate Bond Index in Q4, demonstrating the effectiveness of its investment strategy and market adaptability.
- Sector Contribution Analysis: Communication services and healthcare were the largest contributors to performance, while industrials detracted, reflecting a market preference for value and smaller capitalization stocks.
- New Investment Positions: The fund initiated new positions in Amrize (AMRZ), Gartner (IT), and Mondelez International (MDLZ), indicating a positive outlook on their future growth potential.
- Exit Strategy: The fund exited positions in BlackRock (BLK) and Charter Communications (CHTR), showcasing its responsiveness to market dynamics and proactive portfolio management.
See More
Amrize Announces Board Changes and New Appointments
- Board Appointments: Amrize has appointed Robert S. Rivkin as Chair of the Audit Committee, having served as a member since June 2025, indicating the company's commitment to audit compliance.
- Audit Committee Expansion: Holli Ladhani joins the Audit Committee as a qualified financial expert while continuing her role on the Nomination and Governance Committee, enhancing the board's financial expertise.
- Board Member Departure: Theresa Drew has stepped down from the board, with her resignation unrelated to any company operations, policies, or practices, reflecting the company's respect for its board members' contributions.
- Company Overview: Amrize achieved $11.7 billion in revenue in 2024 and serves as the partner of choice for professional builders across North America, with over 1,000 sites and a highly efficient distribution network, showcasing its strong position in the construction market.
See More
Amrize Announces Board Changes and New Appointments
- Board Appointments: Amrize has appointed Robert S. Rivkin as Chair of the Audit Committee, having served as a member since June 2025, indicating the company's ongoing commitment to financial oversight.
- Audit Committee Expansion: Holli Ladhani joins the Audit Committee as a qualified financial expert, enhancing the board's financial expertise and contributing to improved corporate governance practices.
- Board Member Resignation: Theresa Drew has stepped down from the board, with the company clarifying that her resignation is not related to any disagreements regarding operations or policies, reflecting the company's respect and gratitude for her contributions.
- Company Overview: Amrize achieved $11.7 billion in revenue in 2024 and is recognized as the partner of choice for professional builders in North America, boasting over 1,000 sites and an efficient distribution network, showcasing its strong position in the construction market.
See More
Amrize Announces Changes to Board of Directors
- Board Changes: Amrize has appointed Robert S. Rivkin as Chair of the Audit Committee, having served as a member since June 2025, a move aimed at enhancing financial oversight and transparency within the company.
- New Member Addition: Holli Ladhani joins the Audit Committee as a qualified financial expert, which will bolster the committee's expertise and ensure the accuracy and compliance of the company's financial reporting.
- Director Resignation: Theresa Drew has stepped down from the Board, with the Board clarifying that her resignation is unrelated to any operational disagreements, reflecting the company's respect for its board members and their contributions.
- Company Overview: Amrize achieved $11.7 billion in revenue in 2024 and is recognized as the partner of choice for professional builders in North America, boasting over 1,000 sites and an efficient distribution network that underscores its strong market presence and influence.
See More
Oakmark U.S. Large Value Strategy Outperforms Benchmark in Q4
- Return on Investment: The Oakmark U.S. Large Value Strategy achieved a net return of 4.79% in Q4, significantly outperforming the Russell 1000 Value Index's 3.81%, indicating the effectiveness of its investment strategy and market adaptability.
- New Portfolio Positions: During this period, the fund initiated positions in AerCap Holdings, the world's largest aircraft lessor, Amrize, a producer of building materials and construction solutions, and CDW Corporation, an IT solutions company, reflecting optimism about these sectors' prospects.
- Position Reduction Strategy: Concurrently, the fund eliminated its holdings in Bank of New York Mellon and Magna, indicating a cautious outlook on these companies' future performance amid changing market conditions.
- Market Outlook Analysis: Despite macroeconomic challenges, Bank of New York Mellon's Q4 earnings report demonstrated strong business performance; however, its shares are still considered pricey, suggesting that investors should carefully assess its investment value.
See More
Oakmark Fund Investor Class Achieves 4.78% Return in Q4 2025, Outperforming S&P 500
- Performance Overview: The Oakmark Fund (Investor Class) achieved a 4.78% return in Q4 2025, significantly outperforming the S&P 500 Index's 2.66%, demonstrating the effectiveness of its investment strategy and market adaptability.
- New Investment Positions: In Q4 2025, the fund added new positions in AerCap (NYSE:AER), Amrize (NYSE:AMRZ), and CDW (NASDAQ:CDW), indicating a positive outlook on the aviation leasing and technology services sectors, aiming to enhance overall returns through diversified investments.
- Exit Strategy Adjustments: The fund exited its positions in Bank of New York Mellon (BK) and Magna (MGA) during Q4 2025, reflecting its keen insight into market dynamics and the ability to flexibly adjust its portfolio to optimize risk-return profiles.
- Market Commentary Insights: The Oakmark Fund's Q4 2025 commentary reveals a profound understanding of the U.S. equity market, providing valuable insights for investors by combining market trends with portfolio performance, thereby enhancing trust among its investor base.
See More
Oakmark Fund Outperforms S&P 500 and Bloomberg Bond Index in Q4
- Strong Quarterly Performance: The Oakmark Equity and Income Fund outperformed both the S&P 500 and Bloomberg U.S. Aggregate Bond Index in Q4, demonstrating the effectiveness of its investment strategy and market adaptability.
- Sector Contribution Analysis: Communication services and healthcare were the largest contributors to performance, while industrials detracted, reflecting a market preference for value and smaller capitalization stocks.
- New Investment Positions: The fund initiated new positions in Amrize (AMRZ), Gartner (IT), and Mondelez International (MDLZ), indicating a positive outlook on their future growth potential.
- Exit Strategy: The fund exited positions in BlackRock (BLK) and Charter Communications (CHTR), showcasing its responsiveness to market dynamics and proactive portfolio management.
See More
