Cercano 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
$26.4M Sell
48,015
-15,654
-25% -$8.59M 0.75% 33
2025
Q1
$30.4M Hold
63,669
0.89% 31
2024
Q4
$32.9M Sell
63,669
-8,533
-12% -$4.41M 0.84% 28
2024
Q3
$38.9M Hold
72,202
0.93% 29
2024
Q2
$39.1M Buy
72,202
+22,106
+44% +$12M 1.04% 29
2024
Q1
$30.8M Buy
50,096
+7,391
+17% +$4.54M 0.86% 30
2023
Q4
$21.3M Buy
+42,705
New +$21.3M 0.7% 39