13F Portfolios

Cevian Capital II GP LTD — CRH PLC (CRH) CRH: Quarterly 13F Position History

Cevian Capital II GP LTD has reported CRH PLC (CRH) (CRH) on 11 13F-HR filings in Pactolio's tracked window, first appearing in Q3 2023. As of Q1 2026, the position is sized at 5,476,229 shares ($575.7M market value, 18.46% of the equity book).

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 11 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 5,476,229 0 $575.7M 18.46% $105.12
Q4 2025 5,476,229 0 $683.4M 18.68% $124.80
Q3 2025 5,476,229 0 $656.6M 19.27% $119.90
Q2 2025 5,476,229 0 $502.7M 17.73% $91.80
Q1 2025 5,476,229 1,650,000 -23.2% $481.7M 20.24% $87.97
Q4 2024 7,126,229 6,230,384 -46.6% $659.3M 25.58% $92.52
Q3 2024 13,356,613 0 $1.24B 38.95% $92.74
Q2 2024 13,356,613 2,468,504 -15.6% $1.00B 33.73% $74.98
Q1 2024 15,825,117 12,400,272 -43.9% $1.37B 39.35% $86.26
Q4 2023 28,225,389 4,100,000 -12.7% $1.95B 48.81% $69.16
Q3 2023 32,325,389 $1.77B 74.43% $54.73

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did Cevian Capital II GP LTD first disclose a CRH position in 13F-HR filings?

Cevian Capital II GP LTD first reported CRH PLC (CRH) (CRH) on its 13F-HR filing for the period ending 2023-09-30 (Q3 2023). The position has appeared on 11 reported quarters within Pactolio's tracked window.

What was Cevian Capital II GP LTD's most recent quarter-over-quarter share-count change in CRH?

Cevian Capital II GP LTD held the same 5,476,229 shares of CRH between Q4 2025 and Q1 2026 — the reported share count was unchanged quarter-over-quarter.

Does the implied price-per-share represent Cevian Capital II GP LTD's cost basis in CRH?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.