This is Bronte Capital’s view on AMRIZE LTD (AMRZ)
Bronte Capitalthe investment management company released a 2025 investor letter for the second quarter of the “Amalthea Fund.” A copy of a letter can do so I downloaded it from here. The fund returned -4.38% in June, -5.14% in the quarter, +2.14% in June and +5.89% in the quarter. The second quarter began with the announcement of “liberation day” tariffs. Initially, the market fell sharply and later recovered completely. Check out our top 5 holdings funds to get insight into key choices in 2025.
In a second quarter of 2025 investor letter, Bronte Capital Amaltea Fund announced that it will be AMRIZE LTD (NYSE:Amurz). Amrize Ltd (NYSE: AMRZ) is a North American building materials company. Amrize Ltd (NYSE: AMRZ)’s one-month return was 3.19%. On July 28, 2025, AMRIZE LTD (NYSE:AMRZ) shares closed at $51.13 per share, with a market capitalization of $28.26 billion.
In its second quarter 2025 investor letter, the Bronte Capital Amalthea Fund said:
“Despite all this, we bought a small bet from Holshim, which is not a big position and will never happen. Amrize Ltd (NYSE: AMRZ)) Looks great to us.
A crane that carries heavy building materials, representing the company’s robust civil engineering factory.
Amrize Ltd (NYSE: AMRZ) is not on our list 30 Most Popular Stocks of Hedge Funds. Although we acknowledge the potential investments of Amrize Ltd (NYSE: AMRZ), we believe certain AI stocks offer greater potential and pose a risk of decline. If you’re looking for a highly undervalued AI stock that can make a significant profit from the tariff and supervision trends of the Trump era, check out our free report. Best Short-Term AI Stocks.
Plus, check it out Hedge Fund Investor Letter Q2 2025 Pages for more investor letters from hedge funds and other major investors.