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Stock impact report

CRH plc (CRH): Billionaire Seth Klarman Trims Holding [Yahoo! Finance]

CRH PLC Ordinary Shares (CRH) 
US:NYSE Investor Relations: crh.com/investors/results-centre
Company Research Source: Yahoo! Finance
Since the third quarter of 2023, CRH plc (NYSE:CRH) has consistently appeared in the 13F filings of Baupost Group. Back then, this position consisted of 3.35 million shares, increasing to over 4 million by the middle of next year. However, the fund has trimmed this stake following this high. The 68% reduction in the fourth quarter of 2025, compared to filings for the third quarter of 2025, brings this holding down to just over a million shares, representing 2.54% of the 13F portfolio. CRH plc (NYSE:CRH) released earnings for the fourth quarter of 2025 last month. The management of the firm projected full-year 2026 adjusted EBITDA between $8.1 billion and $8.5 billion, net income between $3.9 billion and $4.1 billion, and diluted EPS between $5.60 and $6.05. The firm also expects continued strong demand in transportation, water infrastructure, and reindustrialization, with particular optimism for US federal and state infrastructure funding and data center activity. CRH plc (NYSE:C Show less Read more
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