Fernbridge 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 Q2	$66.5M	Sell	254,972 -111,985	-31%	-$29.2M	3.17%	8
2025 Q1	$85.6M	Buy	366,957 +58,955	+19%	+$13.8M	4.75%	8
2024 Q4	$79.2M	Buy	+308,002	New	+$79.2M	4.15%	7