Amrize Ltd

• AP Artisan Partners Artisan International Value Fund Quarterly Commentary ↗ Artisan International Value Fund shifted capital from stocks caught in the narrow technology, financials and energy rally toward holdings whose prices had fallen despite unchanged business prospects. The managers pressed Danone’s board on execution, assessed leadership turnover at Amrize, and argued that rising rates make strong balance sheets and disciplined capital allocation increasingly important. third quarter 2026 ABBNY $151BAMRZ $21BDANOY $44B +4

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