Bornite Capital Management’s Martin Marietta Materials MLM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,000	Closed	-$956K	–	41
2025 Q1	$956K	Sell	2,000 -58,000	-97%	-$27.7M	0.25%	24
2024 Q4	$31M	Buy	+60,000	New	+$31M	4.17%	8
2024 Q3	–	Sell	-20,000	Closed	-$10.8M	–	58
2024 Q2	$10.8M	Buy	+20,000	New	+$10.8M	1.78%	26