59 North Capital Management’s Vulcan Materials VMC Stock Holding History

59 North Capital Management’s Portfolio VMC Stock Details VMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$190M	Buy	+643,887	New	+$185M	4.23%	11

Other funds holding VMC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

59 North Capital Management's VMC Position: Q2 2026 in Review

59 North Capital Management opened a new position in Vulcan Materials (VMC) in Q2 2026: 643,887 shares worth $190M. The stake represents 4.23% of the portfolio and ranks #11 among its holdings.

1,061 funds tracked by Wall St. Rank hold VMC as of Q2 2026.

59 North Capital Management held 643,887 shares of Vulcan Materials worth $190M as of Q2 2026.
Vulcan Materials was a new 59 North Capital Management position in Q2 2026.
Vulcan Materials made up 4.23% of 59 North Capital Management's portfolio in Q2 2026, its #11 holding.
1,061 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2026.

Based on 59 North Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.