MCDONALD PARTNERS LLC CRH — CRH PLC

Ownership history in MCDONALD PARTNERS LLC  ·  6 quarters on record

AI Ownership Summary

MCDONALD PARTNERS LLC reported CRH PLC (CRH) in 6 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.23% in 2025 Q4. The latest visible filing shows CRH at 1.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CRH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MCDONALD PARTNERS LLC's position in CRH PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CRH was reported at 1.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.23% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CRH stock page MCDONALD PARTNERS LLC fund profile MCDONALD PARTNERS LLC full holdings
How MCDONALD PARTNERS LLC held CRH — position size vs. price
% of Fund (quarterly)    CRH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 31,190 +3,700 +13.5% 1.23% $3.9M 2026-02-14 (Est.) $125.53
2025 Q3 ADDED — — — 27,490 +23,765 +638.0% 0.98% $3.3M 2025-11-12 $113.00
2024 Q2 REDUCED 44.6% +24.2% ❌ 3,725 -3,000 -44.6% 0.07% $279K 2024-07-17 $79.29
2024 Q1 REDUCED 12.9% -15.1% ✅ 6,725 -1,000 -12.9% 0.16% $580K 2024-04-15 $78.47
2023 Q4 REDUCED 75.6% +23.2% ❌ 7,725 -23,945 -75.6% 0.16% $534K 2024-02-12 $71.85
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CRH

As of 2026 Q1 — sorted by position size

Eleva Capital SAS 81.27% Groupe des Assurances du Credit Mutuel 12.98% HILLMAN CO 3Y 7Y 7.49% Exane Asset Management 3Y 7Y 6.9% Silchester International Investors LLP 3Y 7Y 3.76% Renaissance Investment Group LLC 3Y 7Y 3.09% Perpetual Ltd 3Y 7Y 2.65% Hi-Line Capital Management, LLC 3Y 2.55% ARS Investment Partners, LLC 3Y 7Y 2.39% LGT Group Foundation 3Y 2.08%

FAQ About MCDONALD PARTNERS LLC and CRH

These are the practical questions this page is built to answer before you even open the full history table.

How long has MCDONALD PARTNERS LLC reported owning CRH?

MCDONALD PARTNERS LLC reported CRH across 5 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CRH position in MCDONALD PARTNERS LLC's portfolio?

The largest reported portfolio weight for CRH was 1.23% in 2025 Q4.

What is the latest reported CRH position on this page?

The most recent filing on this page is 2025 Q4, when MCDONALD PARTNERS LLC reported 31,190 shares, equal to 1.23% of portfolio, with an estimated market value of $3.9M.

What does the chart on this CRH ownership page compare?

The chart compares MCDONALD PARTNERS LLC's quarterly CRH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MCDONALD PARTNERS LLC time their CRH position?

Based on 13F filing dates vs. subsequent CRH price moves, MCDONALD PARTNERS LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on CRH relative to SPY over the holding period was +27.8%.

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