Clearfield Capital Management’s Vulcan Materials VMC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-12,800	Closed	-$3.29M	–	19
2024 Q4	$3.29M	Buy	+12,800	New	+$3.29M	1.85%	14