← Super investors
VMC
Vulcan Materials CO
6 super-investor ownerscombined $726Mlargest position 5.3%
1 ADD1 TRIM
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Now: 4
Peak: 4
Owners (6) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | John Armitage | 5.3% | 14q | $482M | 1,769,216 |
| 2 | Joel Greenblatt | 0.1% | 38q | $139M | 508,715 |
| 3 | Wallace Weitz | 4.1% | 34q | $58M | 214,200 |
| 4 | Stephen Mandel | 0.3% | 6q | $39M | 144,179 |
| 5 | Dodge & Cox Funds | <0.1% | 40q | $7M | 24,000 |
| 6 | Thomas Russo | <0.1% | 39q | $2M | 7,263 |
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Stephen Mandel | TRIM | 0.3% | -91% | $39M | May 15, 2026 |
| John Armitage | ADD | 5.3% | +84% | $482M | May 13, 2026 |
Long US equity 13F-HR filings only. CUSIP 929160109. Not investment advice.