Junto Capital 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
2024 Q1	–	Sell	-40,092	Closed	-$20M	–	89
2023 Q4	$20M	Buy	+40,092	New	+$20M	0.45%	62
2023 Q2	–	Sell	-61,664	Closed	-$21.9M	–	88
2023 Q1	$21.9M	Buy	+61,664	New	+$21.9M	0.61%	65