Polymer Capital Management’s Martin Marietta Materials MLM Stock Holding History
Bought
Maintained
Sold
Other funds holding MLM
Polymer Capital Management's MLM Position: Q2 2026 in Review
Polymer Capital Management reduced its Martin Marietta Materials (MLM) stake by 19% in Q2 2026, selling an estimated $561K and leaving 4,012 shares worth $2.31M. The position accounts for 0.31% of the portfolio, ranked #66.
Polymer Capital Management first reported a position in MLM in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.92M in Q1 2026. 1,076 funds tracked by Wall St. Rank hold MLM as of Q2 2026.
- Polymer Capital Management held 4,012 shares of Martin Marietta Materials worth $2.31M as of Q2 2026.
- Polymer Capital Management sold 946 Martin Marietta Materials shares in Q2 2026, an estimated $561K.
- Martin Marietta Materials made up 0.31% of Polymer Capital Management's portfolio in Q2 2026, its #66 holding.
- Polymer Capital Management first reported a position in Martin Marietta Materials in Q4 2024 and has held it in 4 quarters since.
- Polymer Capital Management's Martin Marietta Materials position peaked at $2.92M in Q1 2026.
- 1,076 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.
Based on Polymer Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.