John Armitage - Egerton Capital (UK)
Holding/activity history for Martin Marietta Materials, Inc. (MLM)
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| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2025 Q2 | 0 | 0.00 | Sell 100.00% | 0.91 | $441.95–569.81 · VW $527.56i | SEC | |
| 2025 Q1 | 165,338 | 0.91 | Add 100.96% | 0.46 | $448.50–560.12 · VW $496.92i | $79,053,058 | SEC |
| 2024 Q4 | 82,276 | 0.49 | Reduce 59.80% | 0.66 | $514.69–633.23 · VW $573.64i | $42,495,554 | SEC |
| 2024 Q3 | 204,674 | 1.11 | Buy | 1.11 | $490.05–603.32 · VW $551.41i | $110,165,781 | SEC |
| 2021 Q2 | 0 | 0.00 | Sell 100.00% | 0.34 | $329.69–383.71 · VW $354.62i | SEC | |
| 2021 Q1 | 180,271 | 0.34 | Reduce 51.70% | 0.33 | $274.64–353.56 · VW $315.68i | $60,539,000 | SEC |
| 2020 Q4 | 373,200 | 0.64 | Reduce 59.46% | 0.84 | $230.59–287.51 · VW $264.40i | $105,978,000 | SEC |
| 2020 Q3 | 920,500 | 1.42 | Buy | 1.42 | $201.04–238.63 · VW $217.22i | $216,649,000 | SEC |
| 2020 Q1 | 0 | 0.00 | Sell 100.00% | 2.61 | $135.08–281.82 · VW $224.54i | SEC | |
| 2019 Q4 | 1,241,056 | 2.61 | Reduce 28.47% | 1.03 | $247.25–281.17 · VW $266.94i | $347,049,000 | SEC |
| 2019 Q3 | 1,734,973 | 3.61 | Reduce 19.14% | 0.74 | $220.61–275.99 · VW $250.81i | $475,556,000 | SEC |
| 2019 Q2 | 2,145,765 | 3.87 | Reduce 2.67% | 0.09 | $201.57–232.44 · VW $218.35i | $493,762,000 | SEC |
| 2019 Q1 | 2,204,702 | 3.30 | Add 40.57% | 0.95 | $167.62–203.81 · VW $186.18i | $443,542,000 | SEC |
| 2018 Q4 | 1,568,364 | 2.35 | Buy | 2.35 | $150.75–199.12 · VW $176.93i | $269,555,000 | SEC |
| 2018 Q1 | 0 | 0.00 | Sell 100.00% | 1.83 | $196.61–241.33 · VW $215.68i | SEC | |
| 2017 Q4 | 916,019 | 1.83 | Reduce 47.67% | 1.56 | $200.27–222.45 · VW $212.45i | $202,477,000 | SEC |
| 2017 Q3 | 1,750,380 | 3.28 | Reduce 11.05% | 0.50 | $191.09–231.00 · VW $211.95i | $360,981,000 | SEC |
| 2017 Q2 | 1,967,865 | 4.49 | Add 329.10% | 3.44 | $209.43–244.32 · VW $224.98i | $438,007,000 | SEC |
| 2017 Q1 | 458,607 | 1.12 | Reduce 39.62% | 0.85 | $201.77–243.98 · VW $220.93i | $100,091,000 | SEC |
| 2016 Q4 | 759,553 | 2.14 | Reduce 24.45% | 0.52 | $167.06–236.41 · VW $206.41i | $168,264,000 | SEC |
| 2016 Q3 | 1,005,370 | 2.13 | Reduce 31.74% | 1.01 | $172.49–206.36 · VW $187.41i | $180,072,000 | SEC |
| 2016 Q2 | 1,472,952 | 3.17 | Add 53.37% | 1.10 | $156.35–193.87 · VW $180.38i | $282,807,000 | SEC |
| 2016 Q1 | 960,378 | 1.54 | Reduce 31.45% | 0.66 | $108.31–160.18 · VW $135.54i | $153,190,000 | SEC |
| 2015 Q4 | 1,400,965 | 2.11 | Reduce 46.85% | 2.23 | $136.20–166.23 · VW $151.54i | $191,344,000 | SEC |
| 2015 Q3 | 2,635,720 | 4.77 | Add 38.86% | 1.33 | $141.54–178.67 · VW $158.76i | $400,498,000 | SEC |
| 2015 Q2 | 1,898,157 | 3.66 | Buy | 3.66 | $134.10–155.98 · VW $145.62i | $268,608,000 | SEC |
Price snapshot:
Current price$569.35
52-week low$524.63
52-week high$709.08