Oakmark Fund Initiates New Position in Amrize AG
Amrize AG's stock has declined by 3.01% and has hit a 20-day low amid broader market weakness, with the Nasdaq-100 down 2.09% and the S&P 500 down 2.01%.
The Oakmark Fund has initiated new investment positions in Amrize AG, indicating a positive outlook on its future growth potential. This move comes as the fund adapts its strategy to focus on value and smaller capitalization stocks, which have been favored in the current market environment. The fund's proactive approach reflects confidence in Amrize's prospects despite the recent price decline.
This investment by the Oakmark Fund may provide a boost to Amrize AG's stock in the long term, as institutional interest can often lead to increased investor confidence and potential price recovery.
Trade with 70% Backtested Accuracy
Analyst Views on AMRZ
About AMRZ
About the author

- Return on Investment: The Oakmark U.S. Large Value Strategy achieved a net return of 4.79% in Q4, significantly outperforming the Russell 1000 Value Index's 3.81%, indicating the effectiveness of its investment strategy and market adaptability.
- New Portfolio Positions: During this period, the fund initiated positions in AerCap Holdings, the world's largest aircraft lessor, Amrize, a producer of building materials and construction solutions, and CDW Corporation, an IT solutions company, reflecting optimism about these sectors' prospects.
- Position Reduction Strategy: Concurrently, the fund eliminated its holdings in Bank of New York Mellon and Magna, indicating a cautious outlook on these companies' future performance amid changing market conditions.
- Market Outlook Analysis: Despite macroeconomic challenges, Bank of New York Mellon's Q4 earnings report demonstrated strong business performance; however, its shares are still considered pricey, suggesting that investors should carefully assess its investment value.

- Performance Overview: The Oakmark Fund (Investor Class) achieved a 4.78% return in Q4 2025, significantly outperforming the S&P 500 Index's 2.66%, demonstrating the effectiveness of its investment strategy and market adaptability.
- New Investment Positions: In Q4 2025, the fund added new positions in AerCap (NYSE:AER), Amrize (NYSE:AMRZ), and CDW (NASDAQ:CDW), indicating a positive outlook on the aviation leasing and technology services sectors, aiming to enhance overall returns through diversified investments.
- Exit Strategy Adjustments: The fund exited its positions in Bank of New York Mellon (BK) and Magna (MGA) during Q4 2025, reflecting its keen insight into market dynamics and the ability to flexibly adjust its portfolio to optimize risk-return profiles.
- Market Commentary Insights: The Oakmark Fund's Q4 2025 commentary reveals a profound understanding of the U.S. equity market, providing valuable insights for investors by combining market trends with portfolio performance, thereby enhancing trust among its investor base.
- Strong Quarterly Performance: The Oakmark Equity and Income Fund outperformed both the S&P 500 and Bloomberg U.S. Aggregate Bond Index in Q4, demonstrating the effectiveness of its investment strategy and market adaptability.
- Sector Contribution Analysis: Communication services and healthcare were the largest contributors to performance, while industrials detracted, reflecting a market preference for value and smaller capitalization stocks.
- New Investment Positions: The fund initiated new positions in Amrize (AMRZ), Gartner (IT), and Mondelez International (MDLZ), indicating a positive outlook on their future growth potential.
- Exit Strategy: The fund exited positions in BlackRock (BLK) and Charter Communications (CHTR), showcasing its responsiveness to market dynamics and proactive portfolio management.
- Sales Forecast Downgrade: Travere Therapeutics expects U.S. net product sales of $410 million for 2025 and $127 million for Q4 2026, indicating pressure on future revenue growth that could undermine investor confidence.
- Clinical Trial Restart: The company plans to restart the Phase 3 HARMONY study in Q1 2026, aiming to advance product development, but this may not alleviate the short-term stock price decline.
- Severe Market Reaction: Shares of Travere Therapeutics plummeted 28.2% to $24.50 in pre-market trading, reflecting a pessimistic outlook from the market that may lead investors to reassess their strategies.
- Other Stock Volatility: Lulu’s Fashion Lounge Holdings surged 79% on acquisition news but fell 10.4% in pre-market trading, highlighting the high volatility in market sentiment that could impact the overall investment landscape.

- Market Opening: U.S. stock markets are set to open in two hours.
- L3Harris Technologies Inc. Performance: L3Harris Technologies Inc. (LHX) saw a 13.0% increase in pre-market trading.
- Revvity Inc. Performance: Revvity Inc. (RVTY) experienced a 6.9% rise in pre-market trading.
- Overall Market Sentiment: The pre-market gains indicate positive sentiment for these companies ahead of the market opening.
- Significant Stock Surge: Heritage Global Inc's shares rose 19.1% to $1.62 in pre-market trading, reflecting strong market confidence in the company's growth potential following the acquisition announcement.
- Acquisition Details: The company's subsidiary, Heritage DebtX, acquired substantially all assets of The Debt Exchange, which not only strengthens its asset base but also enhances its competitive position in the debt trading market.
- Strong Market Reaction: The acquisition news generated significant investor interest, with Heritage Global's stock performing notably well in pre-market trading, indicating market approval of its strategic direction.
- Future Growth Potential: This acquisition positions Heritage Global to capture a larger market share in debt management and trading, potentially leading to long-term revenue growth and business expansion opportunities.








