Junto Capital Management’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
$71.2M Buy
+123,546
New +$73.3M 1.25% 30
2024
Q1
Sell
-40,092
Closed -$20M 89
2023
Q4
$20M Buy
+40,092
New +$18.1M 0.45% 64
2023
Q2
Sell
-61,664
Closed -$21.9M 88
2023
Q1
$21.9M Buy
+61,664
New +$21.6M 0.61% 66

Other funds holding MLM

Junto Capital Management's MLM Position: Q2 2026 in Review

Junto Capital Management opened a new position in Martin Marietta Materials (MLM) in Q2 2026: 123,546 shares worth $71.2M. The stake represents 1.25% of the portfolio and ranks #30 among its holdings. This is a return to the name: Junto Capital Management previously reported a position in MLM as recently as Q4 2023.

Junto Capital Management first reported a position in MLM in Q1 2023 and has held it in 3 quarters since. 1,071 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • Junto Capital Management held 123,546 shares of Martin Marietta Materials worth $71.2M as of Q2 2026.
  • Martin Marietta Materials was a new Junto Capital Management position in Q2 2026.
  • Martin Marietta Materials made up 1.25% of Junto Capital Management's portfolio in Q2 2026, its #30 holding.
  • Junto Capital Management first reported a position in Martin Marietta Materials in Q1 2023 and has held it in 3 quarters since.
  • 1,071 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

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