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 Q2	$145M	Sell	252,000 -16,000	-6%	-$9.49M	2.83%	8
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Skye Global Management's MLM Position: Q2 2026 in Review

Skye Global Management reduced its Martin Marietta Materials (MLM) stake by 6% in Q2 2026, selling an estimated $9.49M and leaving 252,000 shares worth $145M. The position accounts for 2.83% of the portfolio, ranked #8.

Skye Global Management first reported a position in MLM in Q1 2023 and has held it in 14 quarters since. The position peaked at $171M in Q3 2025. 1,072 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

Skye Global Management held 252,000 shares of Martin Marietta Materials worth $145M as of Q2 2026.
Skye Global Management sold 16,000 Martin Marietta Materials shares in Q2 2026, an estimated $9.49M.
Martin Marietta Materials made up 2.83% of Skye Global Management's portfolio in Q2 2026, its #8 holding.
Skye Global Management first reported a position in Martin Marietta Materials in Q1 2023 and has held it in 14 quarters since.
Skye Global Management's Martin Marietta Materials position peaked at $171M in Q3 2025.
1,072 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Skye Global Management's 13F filing for Q2 2026, filed 14 Aug 2026.