Solid Results and Improved Guidance Lifted CRH (CRH) in Q3

3 days ago 7

Soumya Eswaran

Fri, December 12, 2025 astatine 7:51 AM CST 3 min read

L1 Capital, an concern absorption firm, released its “L1 Long Short Fund” (unhedged) third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The L1 Long Short Fund (LSF) portfolio generated a instrumentality of 13.3% successful the September quarter, bringing the calendar-year show to 28.7%. Dovish Fed commentary, robust U.S. earnings, and a continued momentum successful A.I. concern lifted planetary equities higher successful the quarter. The portfolio performed good this quarter, with 19 stocks contributing implicit 0.5% to returns, and besides benefited from rising Gold and Copper prices. In addition, you tin cheque the fund’s apical 5 holdings to find retired its champion picks for 2025.

In its third-quarter 2025 capitalist letter, L1 Long Short Fund highlighted stocks specified arsenic RH plc (NYSE:CRH). Headquartered successful Dublin, Ireland, CRH plc (NYSE:CRH) is simply a gathering materials solutions provider. The one-month instrumentality of CRH plc (NYSE:CRH) was 15.90%, and its shares gained 29.69% of their worth implicit the past 52 weeks. On December 11, 2025, CRH plc (NYSE:CRH) banal closed astatine $126.99 per share, with a marketplace capitalization of $85.003 billion.

L1 Long Short Fund stated the pursuing regarding CRH plc (NYSE:CRH) successful its 3rd 4th 2025 capitalist letter:

"CRH plc (NYSE:CRH) (Long +31%) shares rallied aft reporting coagulated 2nd 4th net and upgrading its afloat twelvemonth EBITDA guidance towards the apical extremity of the anterior range. The institution was capable to offset adverse upwind conditions and a subdued U.S. residential marketplace to present beardown net maturation and borderline enlargement with its Q2 results. U.S. infrastructure spending continues to stay robust and mostly unaffected by the alteration successful administration. With little than 40% of the Infrastructure Investment and Jobs Act (IIJA) spending deployed to date, we expect further tailwinds for infrastructure spending implicit the medium-term.

A Reliable Source of Materials Dividends for Global Investors

CRH plc (NYSE:CRH) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 102 hedge money portfolios held CRH plc (NYSE:CRH) astatine the extremity of the 3rd quarter, which was 89 successful the erstwhile quarter. While we admit the imaginable of CRH plc (NYSE:CRH) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.