Pelham Capital’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
$5.68M Sell
9,857
-8,623
-47% -$5.11M 3.24% 12
2026
Q1
$10.9M Sell
18,480
-6,338
-26% -$4.04M 8.53% 7
2025
Q4
$15.5M Sell
24,818
-5,234
-17% -$3.26M 8.22% 7
2025
Q3
$18.9M Buy
30,052
+10,917
+57% +$6.51M 9.37% 5
2025
Q2
$10.5M Sell
19,135
-3,885
-17% -$2.05M 4.89% 11
2025
Q1
$11M Buy
+23,020
New +$11.7M 5.78% 10

Other funds holding MLM

Pelham Capital's MLM Position: Q2 2026 in Review

Pelham Capital reduced its Martin Marietta Materials (MLM) stake by 47% in Q2 2026, selling an estimated $5.11M and leaving 9,857 shares worth $5.68M. The position accounts for 3.24% of the portfolio, ranked #12.

Pelham Capital first reported a position in MLM in Q1 2025 and has held it in 6 quarters since. The position peaked at $18.9M in Q3 2025. 1,073 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • Pelham Capital held 9,857 shares of Martin Marietta Materials worth $5.68M as of Q2 2026.
  • Pelham Capital sold 8,623 Martin Marietta Materials shares in Q2 2026, an estimated $5.11M.
  • Martin Marietta Materials made up 3.24% of Pelham Capital's portfolio in Q2 2026, its #12 holding.
  • Pelham Capital first reported a position in Martin Marietta Materials in Q1 2025 and has held it in 6 quarters since.
  • Pelham Capital's Martin Marietta Materials position peaked at $18.9M in Q3 2025.
  • 1,073 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Pelham Capital's 13F filing for Q2 2026, filed 13 Aug 2026.