Form 13-F position report Filing season in progress

AMRIZE LTD

Reported by Drummond Knight Asset Management Pty Ltd

AMRZ CUSIP H2927K103 Manager CIK 0001808029

First reported at 265,000 shares this quarter.

New
% of reported 13F value 1.83% This manager · Q3 2026
Shares 265,000 Quarter-end amount reported
Reported value $9,908,350 Fair value at quarter end
Consecutive quarters held 1 Through Q3 2026

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2026-09-30 9908350

Quarterly position history

How this manager's reported quarter-end position changed over time.

1 quarter
Quarterly reported position history for AMRIZE LTD held by Drummond Knight Asset Management Pty Ltd.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q3 2026 New 265,000 +265,000 (0.0%) 1.83% $9,908,350 2026-10-26

Who else reported the position

157 managers reported AMRIZE LTD for Q3 2026 so far.

Managers reporting AMRIZE LTD in Q3 2026.
Manager Activity Shares Change % of reported 13F Reported value Tenure
Pictet Asset Management Holding SA Added 6,126,150 +253,512 0.22% $230,110,433 6 qtrs
Vontobel Holding Ltd Reduced 4,447,467 -348,602 0.6% $166,964,501 6 qtrs
Bank Julius Baer & Co Ltd Zurich Added 2,102,975 +170,551 0.2% $78,985,189 6 qtrs
ASSETMARK INC Added 471,186 +190,767 0.03% $17,617,651 5 qtrs
WILSON ASSET MANAGEMENT INTERNATIONAL PTY LTD Reduced 439,447 -14,184 4.69% $16,430,923 5 qtrs
Sumitomo Mitsui Trust Holdings Inc Reduced 357,735 -15,856 < 0.01% $13,375,712 4 qtrs
Alecta Tjanstepension Omsesidigt Unchanged 274,013 0 0.04% $10,245,346 2 qtrs
Drummond Knight Asset Management Pty Ltd This report New 265,000 +265,000 1.83% $9,908,350 1 qtr
Allied Investment Advisors LLC Added 264,812 +24,363 0.94% $9,901,321 5 qtrs
Y-Intercept Hong Kong Ltd Added 204,481 +200,327 0.17% $7,645,545 4 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
September 30, 2026
Filed
October 26, 2026
Filing type
13F-HR
Position type
SHS

Voting authority reported

Sole
265,000
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.