Polymer 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
Q1
$2.92M Buy
4,958
+3,358
+210% +$2.14M 0.3% 72
2025
Q4
$996K Buy
+1,600
New +$995K 0.1% 282
2025
Q1
Sell
-535
Closed -$276K 568
2024
Q4
$276K Buy
+535
New +$304K 0.07% 176

Other funds holding MLM

Polymer Capital Management's MLM Position: Q1 2026 in Review

Polymer Capital Management increased its Martin Marietta Materials (MLM) stake by 210% in Q1 2026, buying an estimated $2.14M and bringing the position to 4,958 shares worth $2.92M. The position accounts for 0.3% of the portfolio, ranked #72.

Polymer Capital Management first reported a position in MLM in Q4 2024 and has held it in 3 quarters since. 1,071 funds tracked by Wall St. Rank hold MLM as of Q1 2026.

  • Polymer Capital Management held 4,958 shares of Martin Marietta Materials worth $2.92M as of Q1 2026.
  • Polymer Capital Management bought 3,358 Martin Marietta Materials shares in Q1 2026, an estimated $2.14M.
  • Martin Marietta Materials made up 0.3% of Polymer Capital Management's portfolio in Q1 2026, its #72 holding.
  • Polymer Capital Management first reported a position in Martin Marietta Materials in Q4 2024 and has held it in 3 quarters since.
  • 1,071 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2026.

Based on Polymer Capital Management's 13F filing for Q1 2026, filed 14 May 2026.