Blue Grotto Capital’s CRH CRH Stock Holding History

Blue Grotto Capital’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	–	Sell	-448,209	Closed	-$55.9M	–	24
2025 Q4	$55.9M	Buy	448,209 +89,002	+25%	+$10.6M	5.75%	5
2025 Q3	$43.1M	Sell	359,207 -18,140	-5%	-$1.92M	4.99%	7
2025 Q2	$34.6M	Buy	377,347 +134,495	+55%	+$12.3M	4.18%	10
2025 Q1	$21.4M	Sell	242,852 -57,148	-19%	-$5.62M	3.49%	10
2024 Q4	$27.8M	Buy	300,000 +89,957	+43%	+$8.66M	5.07%	7
2024 Q3	$19.5M	Buy	210,043 +10,043	+5%	+$843K	3.62%	15
2024 Q2	$15M	Buy	+200,000	New	+$16M	3.01%	15

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 $298B AUM 21.96% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Blue Grotto Capital's CRH Position: Q1 2026 in Review

Blue Grotto Capital sold out of CRH (CRH) in Q1 2026, closing a stake of 448,209 shares — an estimated $55.9M sold.

Blue Grotto Capital first reported a position in CRH in Q2 2024 and held it in 7 quarters. The position peaked at $55.9M in Q4 2025. 1,006 funds tracked by Wall St. Rank hold CRH as of Q1 2026.

Blue Grotto Capital reported no remaining CRH position as of Q1 2026 after selling out during the quarter.
Blue Grotto Capital sold 448,209 CRH shares in Q1 2026, an estimated $55.9M.
Blue Grotto Capital first reported a position in CRH in Q2 2024 and held it in 7 quarters.
Blue Grotto Capital's CRH position peaked at $55.9M in Q4 2025.
1,006 funds tracked by Wall St. Rank held CRH as of Q1 2026.

Based on Blue Grotto Capital's 13F filing for Q1 2026, filed 15 May 2026.