Skye Global Management’s Vulcan Materials VMC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$99.1M	Sell	364,000 -74,000	-17%	-$21.8M	1.98%	12
2025 Q4	$125M	Hold	438,000	–	–	2.3%	12
2025 Q3	$135M	Sell	438,000 -44,500	-9%	-$12.6M	2.7%	9
2025 Q2	$126M	Sell	482,500 -15,500	-3%	-$3.99M	2.19%	10
2025 Q1	$116M	Buy	498,000 +70,000	+16%	+$17.8M	3.09%	8
2024 Q4	$110M	Buy	428,000 +272,000	+174%	+$73.1M	2.3%	8
2024 Q3	$39.1M	Buy	156,000 +80,000	+105%	+$19.9M	0.94%	16
2024 Q2	$18.9M	Buy	+76,000	New	+$19.6M	0.43%	20
2023 Q4	–	Sell	-37,800	Closed	-$7.64M	–	27
2023 Q3	$7.64M	Sell	37,800 -10,700	-22%	-$2.33M	0.22%	18
2023 Q2	$10.9M	Sell	48,500 -23,000	-32%	-$4.41M	0.3%	19
2023 Q1	$12.3M	Buy	+71,500	New	+$12.7M	0.4%	19