Heidelberg Materials AG

• AP Artisan Partners Artisan Global Value Fund Quarterly Commentary ↗ Artisan Global Value Fund retained Meta on expectations that its Muse product and advertising applications can monetize AI investment, while trimming IQVIA after improved drug-development demand lifted its valuation. The fund sees Shell as operationally well placed for energy volatility and finds value in Danone, Heidelberg Materials and Samsung Electronics despite near-term setbacks. Q3 2026 DANOY $44BHDLMY $29BIQV $44B +3

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