Two Creeks Capital Management’s Martin Marietta Materials MLM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$21.9M	Sell	39,913 -38,580	-49%	-$21.2M	1.44%	23
2025 Q1	$37.5M	Buy	+78,493	New	+$37.5M	2.4%	21
2018 Q1	–	Sell	-44,423	Closed	-$9.82M	–	25
2017 Q4	$9.82M	Hold	44,423	–	–	0.53%	21
2017 Q3	$9.16M	Buy	+44,423	New	+$9.16M	0.52%	20