RDST 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
Q1
$56M Sell
95,095
-6,405
-6% -$4.09M 5.39% 11
2025
Q4
$63.2M Sell
101,500
-10,075
-9% -$6.27M 5.95% 7
2025
Q3
$70.3M Buy
111,575
+6,035
+6% +$3.6M 6.62% 5
2025
Q2
$57.9M Buy
+105,540
New +$55.8M 5.79% 10

Other funds holding MLM

RDST Capital's MLM Position: Q1 2026 in Review

RDST Capital reduced its Martin Marietta Materials (MLM) stake by 6.3% in Q1 2026, selling an estimated $4.09M and leaving 95,095 shares worth $56M. The position accounts for 5.39% of the portfolio, ranked #11.

RDST Capital first reported a position in MLM in Q2 2025 and has held it in 4 quarters since. The position peaked at $70.3M in Q3 2025. 1,069 funds tracked by Wall St. Rank hold MLM as of Q1 2026.

  • RDST Capital held 95,095 shares of Martin Marietta Materials worth $56M as of Q1 2026.
  • RDST Capital sold 6,405 Martin Marietta Materials shares in Q1 2026, an estimated $4.09M.
  • Martin Marietta Materials made up 5.39% of RDST Capital's portfolio in Q1 2026, its #11 holding.
  • RDST Capital first reported a position in Martin Marietta Materials in Q2 2025 and has held it in 4 quarters since.
  • RDST Capital's Martin Marietta Materials position peaked at $70.3M in Q3 2025.
  • 1,069 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2026.

Based on RDST Capital's 13F filing for Q1 2026, filed 15 May 2026.