Daniel Sundheim’s Martin Marietta Materials MLM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$199M Buy
345,060
+22,203
+7% +$13.2M 0.57% 28
2026
Q1
$190M Buy
+322,857
New +$206M 1.69% 28

Other funds holding MLM

Daniel Sundheim's MLM Position: Q2 2026 in Review

Daniel Sundheim increased its Martin Marietta Materials (MLM) stake by 6.9% in Q2 2026, buying an estimated $13.2M and bringing the position to 345,060 shares worth $199M. The position accounts for 0.57% of the portfolio, ranked #28.

Daniel Sundheim first reported a position in MLM in Q1 2026 and has held it in 2 quarters since. 1,067 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • Daniel Sundheim held 345,060 shares of Martin Marietta Materials worth $199M as of Q2 2026.
  • Daniel Sundheim bought 22,203 Martin Marietta Materials shares in Q2 2026, an estimated $13.2M.
  • Martin Marietta Materials made up 0.57% of Daniel Sundheim's portfolio in Q2 2026, its #28 holding.
  • Daniel Sundheim first reported a position in Martin Marietta Materials in Q1 2026 and has held it in 2 quarters since.
  • 1,067 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on D1 Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.