What Makes Amrize (AMRZ) a Strong Investment?

Group 1 - Oakmark Fund's objective is to deliver capital appreciation by investing in diverse large-cap US companies, with a fourth-quarter 2025 return of 4.78%, outperforming the S&P 500 Index which returned 2.66% [1] - Amrize Ltd (NYSE:AMRZ) is highlighted as a key investment, with a market capitalization of $31.216 billion, closing at $56.44 per share on January 13, 2026, and showing a one-month return of 5.42% and a year-to-date gain of 4.36% [2][3] - Amrize Ltd is a leading producer of building materials, established from Holcim's spin-off, holding strong market positions as the largest cement producer and second-largest commercial roofing products manufacturer in North America, benefiting from pricing power and advantageous regional dynamics [3] Group 2 - Despite Amrize Ltd's potential, it is not among the 30 most popular stocks among hedge funds, with 47 hedge fund portfolios holding its shares at the end of the third quarter, a slight decrease from 48 in the previous quarter [4] - The company is viewed as fundamentally strong but is currently under the radar of most U.S. investors, presenting an opportunity for investment alongside a proven management team focused on unlocking shareholder value [3]