Skye Global Management’s Martin Marietta Materials MLM Stock Holding History

Skye Global Management’s Portfolio MLM Stock Details MLM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$158M	Sell	268,000 -6,000	-2%	-$3.83M	3.15%	8
2025 Q4	$171M	Buy	274,000 +2,000	+0.7%	+$1.24M	3.15%	9
2025 Q3	$171M	Sell	272,000 -14,500	-5%	-$8.64M	3.43%	6
2025 Q2	$157M	Sell	286,500 -12,000	-4%	-$6.34M	2.74%	8
2025 Q1	$143M	Buy	298,500 +42,000	+16%	+$21.3M	3.79%	6
2024 Q4	$132M	Buy	256,500 +118,000	+85%	+$66.9M	2.76%	6
2024 Q3	$74.5M	Buy	138,500 +54,000	+64%	+$29.2M	1.8%	12
2024 Q2	$45.8M	Buy	84,500 +35,500	+72%	+$20.6M	1.04%	16
2024 Q1	$30.1M	Buy	49,000 +32,650	+200%	+$17.8M	0.71%	17
2023 Q4	$8.16M	Buy	16,350 +12,990	+387%	+$5.86M	0.23%	19
2023 Q3	$1.38M	Hold	3,360	–	–	0.04%	25
2023 Q2	$1.55M	Sell	3,360 -1,440	-30%	-$568K	0.04%	25
2023 Q1	$1.7M	Buy	+4,800	New	+$1.68M	0.06%	26

Other funds holding MLM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Skye Global Management's MLM Position: Q1 2026 in Review

Skye Global Management reduced its Martin Marietta Materials (MLM) stake by 2.2% in Q1 2026, selling an estimated $3.83M and leaving 268,000 shares worth $158M. The position accounts for 3.15% of the portfolio, ranked #8.

Skye Global Management first reported a position in MLM in Q1 2023 and has held it in 13 quarters since. The position peaked at $171M in Q3 2025. 1,069 funds tracked by Wall St. Rank hold MLM as of Q1 2026.

Skye Global Management held 268,000 shares of Martin Marietta Materials worth $158M as of Q1 2026.
Skye Global Management sold 6,000 Martin Marietta Materials shares in Q1 2026, an estimated $3.83M.
Martin Marietta Materials made up 3.15% of Skye Global Management's portfolio in Q1 2026, its #8 holding.
Skye Global Management first reported a position in Martin Marietta Materials in Q1 2023 and has held it in 13 quarters since.
Skye Global Management's Martin Marietta Materials position peaked at $171M in Q3 2025.
1,069 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2026.

Based on Skye Global Management's 13F filing for Q1 2026, filed 15 May 2026.