John Armitage - Egerton Capital (UK)
Holding/activity history for Vulcan Materials Co. (VMC)
← All VMC superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 1,769,216 | 5.35 | Add 84.26% | 2.45 | $252.35–331.09 · VW $295.06i | $481,757,517 | SEC |
| 2025 Q4 | 960,173 | 2.98 | Buy | 2.98 | $277.94–313.37 · VW $297.28i | $273,860,543 | SEC |
| 2022 Q2 | 0 | 0.00 | Sell 100.00% | 0.25 | $137.54–185.57 · VW $162.81i | SEC | |
| 2022 Q1 | 223,611 | 0.25 | Reduce 74.06% | 0.68 | $169.53–193.31 · VW $178.38i | $41,077,000 | SEC |
| 2021 Q4 | 862,106 | 0.92 | Add 33.03% | 0.23 | $179.72–213.65 · VW $194.56i | $178,956,000 | SEC |
| 2021 Q3 | 648,048 | 0.57 | Buy | 0.57 | $166.31–193.96 · VW $183.46i | $109,624,000 | SEC |
| 2021 Q2 | 0 | 0.00 | Sell 100.00% | 0.95 | $163.00–194.17 · VW $179.05i | SEC | |
| 2021 Q1 | 991,494 | 0.95 | Reduce 41.21% | 0.62 | $148.52–182.55 · VW $169.77i | $167,315,000 | SEC |
| 2020 Q4 | 1,686,639 | 1.51 | Reduce 31.24% | 0.68 | $131.36–168.24 · VW $149.58i | $250,145,000 | SEC |
| 2020 Q3 | 2,452,820 | 2.18 | Buy | 2.18 | $115.62–153.88 · VW $138.11i | $332,455,000 | SEC |
| 2020 Q2 | 0 | 0.00 | Sell 100.00% | 2.19 | $88.60–128.88 · VW $111.63i | SEC | |
| 2020 Q1 | 1,818,421 | 2.19 | Reduce 52.45% | 2.18 | $65.56–149.05 · VW $109.19i | $196,517,000 | SEC |
| 2019 Q4 | 3,824,262 | 4.15 | Add 7.95% | 0.31 | $131.50–145.71 · VW $139.61i | $550,655,000 | SEC |
| 2019 Q3 | 3,542,583 | 4.07 | Reduce 12.49% | 0.54 | $134.28–152.49 · VW $143.21i | $535,780,000 | SEC |
| 2019 Q2 | 4,048,369 | 4.36 | Reduce 4.43% | 0.17 | $123.41–141.84 · VW $134.53i | $555,882,000 | SEC |
| 2019 Q1 | 4,236,189 | 3.73 | Add 45.31% | 1.16 | $100.50–126.89 · VW $117.83i | $501,565,000 | SEC |
| 2018 Q4 | 2,915,307 | 2.51 | Buy | 2.51 | $90.04–112.58 · VW $101.42i | $288,032,000 | SEC |
Price snapshot:
Current price$292.78
Avg. buy price$279.31
+/- since buy4.82%
52-week low$251.85
52-week high$329.81