Bornite Capital Management’s Martin Marietta Materials MLM Stock Holding History
Bought
Maintained
Sold
Other funds holding MLM
Bornite Capital Management's MLM Position: Q2 2026 in Review
Bornite Capital Management opened a new position in Martin Marietta Materials (MLM) in Q2 2026: 65,200 shares worth $37.6M. The stake represents 4.73% of the portfolio and ranks #13 among its holdings. This is a return to the name: Bornite Capital Management previously reported a position in MLM as recently as Q1 2025.
Bornite Capital Management first reported a position in MLM in Q2 2024 and has held it in 4 quarters since. 1,076 funds tracked by Wall St. Rank hold MLM as of Q2 2026.
- Bornite Capital Management held 65,200 shares of Martin Marietta Materials worth $37.6M as of Q2 2026.
- Martin Marietta Materials was a new Bornite Capital Management position in Q2 2026.
- Martin Marietta Materials made up 4.73% of Bornite Capital Management's portfolio in Q2 2026, its #13 holding.
- Bornite Capital Management first reported a position in Martin Marietta Materials in Q2 2024 and has held it in 4 quarters since.
- 1,076 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.
Based on Bornite Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.