Barometer Capital Management’s Vulcan Materials VMC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-12,097	Closed	-$3.01M	–	195
2024 Q4	$3.01M	Buy	+12,097	New	+$3.25M	1.2%	25
2024 Q3	–	Sell	-12,097	Closed	-$3.01M	–	204
2024 Q2	$3.01M	Sell	12,097 -4,295	-26%	-$1.11M	1.16%	27
2024 Q1	$4.22M	Buy	+16,392	New	+$4.04M	1.1%	32
2023 Q4	–	Sell	-8,800	Closed	-$1.78M	–	205
2023 Q3	$1.78M	Sell	8,800 -400	-4%	-$87K	0.56%	38
2023 Q2	$2.07M	Buy	+9,200	New	+$1.76M	0.55%	44
2017 Q1	–	Sell	-4,400	Closed	-$551K	–	177
2016 Q4	$551K	Sell	4,400 -1,600	-27%	-$194K	0.06%	115
2016 Q3	$682K	Sell	6,000 -41,600	-87%	-$4.9M	0.08%	114
2016 Q2	$5.73M	Buy	47,600 +8,100	+21%	+$917K	0.57%	39
2016 Q1	$4.17M	Buy	39,500 +32,400	+456%	+$3.07M	0.41%	50
2015 Q4	$674K	Sell	7,100 -32,800	-82%	-$3.18M	0.07%	107
2015 Q3	$3.56M	Buy	+39,900	New	+$3.72M	0.44%	49