12th Street Asset Management Company’s CRH CRH Stock Holding History

12th Street Asset Management Company’s Portfolio CRH Stock Details CRH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$35M	Buy	332,550 +7,493	+2%	+$880K	5.72%	5
2025 Q4	$40.6M	Sell	325,057 -9,389	-3%	-$1.12M	6.69%	3
2025 Q3	$40.1M	Sell	334,446 -5,737	-2%	-$606K	6.78%	3
2025 Q2	$31.2M	Sell	340,183 -16,652	-5%	-$1.52M	5.37%	7
2025 Q1	$31.4M	Sell	356,835 -7,109	-2%	-$699K	5.35%	7
2024 Q4	$33.7M	Sell	363,944 -1,435	-0.4%	-$138K	5.55%	5
2024 Q3	$33.9M	Buy	365,379 +24,778	+7%	+$2.08M	5.71%	6
2024 Q2	$25.5M	Sell	340,601 -6,845	-2%	-$546K	4.66%	7
2024 Q1	$30M	Buy	+347,446	New	+$26.6M	5.2%	6

Other funds holding CRH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

12th Street Asset Management Company's CRH Position: Q1 2026 in Review

12th Street Asset Management Company increased its CRH (CRH) stake by 2.3% in Q1 2026, buying an estimated $880K and bringing the position to 332,550 shares worth $35M. The position accounts for 5.72% of the portfolio, ranked #5.

12th Street Asset Management Company first reported a position in CRH in Q1 2024 and has held it in 9 quarters since. The position peaked at $40.6M in Q4 2025. 1,007 funds tracked by Wall St. Rank hold CRH as of Q1 2026.

12th Street Asset Management Company held 332,550 shares of CRH worth $35M as of Q1 2026.
12th Street Asset Management Company bought 7,493 CRH shares in Q1 2026, an estimated $880K.
CRH made up 5.72% of 12th Street Asset Management Company's portfolio in Q1 2026, its #5 holding.
12th Street Asset Management Company first reported a position in CRH in Q1 2024 and has held it in 9 quarters since.
12th Street Asset Management Company's CRH position peaked at $40.6M in Q4 2025.
1,007 funds tracked by Wall St. Rank held CRH as of Q1 2026.

Based on 12th Street Asset Management Company's 13F filing for Q1 2026, filed 12 May 2026.