John Gunn - Dodge & Cox
Holding/activity history for Vulcan Materials Co. (VMC)
← All VMC superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 24,000 | <0.01 | $272.30 | $6,535,200 | SEC | ||
| 2025 Q4 | 24,000 | <0.01 | Reduce 0.41% | $277.94–313.37 · VW $297.28i | $6,845,280 | SEC | |
| 2025 Q3 | 24,100 | <0.01 | Reduce 0.41% | $270.64–311.74 · VW $290.63i | $7,413,642 | SEC | |
| 2025 Q2 | 24,200 | <0.01 | $260.82 | $6,311,844 | SEC | ||
| 2025 Q1 | 24,200 | <0.01 | Reduce 1.22% | $215.08–280.33 · VW $252.58i | $5,645,860 | SEC | |
| 2024 Q4 | 24,500 | <0.01 | Reduce 0.81% | $249.36–298.31 · VW $273.94i | $6,302,135 | SEC | |
| 2024 Q3 | 24,700 | <0.01 | $250.43 | $6,185,621 | SEC | ||
| 2024 Q2 | 24,700 | <0.01 | $248.68 | $6,142,396 | SEC | ||
| 2024 Q1 | 24,700 | <0.01 | Reduce 1.98% | <0.01 | $223.90–276.58 · VW $252.70i | $6,741,124 | SEC |
| 2023 Q4 | 25,200 | <0.01 | $227.01 | $5,720,652 | SEC | ||
| 2023 Q3 | 25,200 | <0.01 | $202.02 | $5,090,904 | SEC | ||
| 2023 Q2 | 25,200 | <0.01 | Reduce 0.59% | $174.17–226.19 · VW $206.95i | $5,681,088 | SEC | |
| 2023 Q1 | 25,350 | <0.01 | Reduce 3.24% | <0.01 | $159.76–197.76 · VW $177.55i | $4,349,046 | SEC |
| 2022 Q4 | 26,200 | <0.01 | Reduce 4.73% | <0.01 | $160.66–190.15 · VW $178.05i | $4,587,882 | SEC |
| 2022 Q3 | 27,500 | <0.01 | Reduce 4.68% | <0.01 | $147.64–179.75 · VW $163.70i | $4,337,000 | SEC |
| 2022 Q2 | 28,850 | <0.01 | Reduce 3.35% | <0.01 | $137.54–185.57 · VW $162.81i | $4,100,000 | SEC |
| 2022 Q1 | 29,850 | <0.01 | Reduce 1.97% | <0.01 | $169.53–193.31 · VW $178.38i | $5,483,000 | SEC |
| 2021 Q4 | 30,450 | <0.01 | Reduce 5.87% | <0.01 | $179.72–213.65 · VW $194.56i | $6,321,000 | SEC |
| 2021 Q3 | 32,350 | <0.01 | Reduce 0.92% | $166.31–193.96 · VW $183.46i | $5,472,000 | SEC | |
| 2021 Q2 | 32,650 | <0.01 | Reduce 5.50% | <0.01 | $163.00–194.17 · VW $179.05i | $5,683,000 | SEC |
| 2021 Q1 | 34,550 | <0.01 | Reduce 3.22% | <0.01 | $148.52–182.55 · VW $169.77i | $5,830,000 | SEC |
| 2020 Q4 | 35,700 | <0.01 | Reduce 8.93% | <0.01 | $131.36–168.24 · VW $149.58i | $5,295,000 | SEC |
| 2020 Q3 | 39,200 | <0.01 | Reduce 0.51% | $115.62–153.88 · VW $138.11i | $5,313,000 | SEC | |
| 2020 Q2 | 39,400 | <0.01 | Reduce 5.74% | <0.01 | $88.60–128.88 · VW $111.63i | $4,564,000 | SEC |
| 2020 Q1 | 41,800 | <0.01 | Reduce 6.07% | <0.01 | $65.56–149.05 · VW $109.19i | $4,517,000 | SEC |
| 2019 Q4 | 44,500 | <0.01 | $144.00 | $6,408,000 | SEC | ||
| 2019 Q3 | 44,500 | 0.01 | Reduce 0.89% | <0.01 | $134.28–152.49 · VW $143.21i | $6,730,000 | SEC |
| 2019 Q2 | 44,900 | 0.01 | Reduce 2.81% | <0.01 | $123.41–141.84 · VW $134.53i | $6,165,000 | SEC |
| 2019 Q1 | 46,200 | <0.01 | Reduce 1.49% | <0.01 | $100.50–126.89 · VW $117.83i | $5,470,000 | SEC |
| 2018 Q4 | 46,900 | <0.01 | Reduce 0.90% | $90.04–112.58 · VW $101.42i | $4,634,000 | SEC | |
| 2018 Q3 | 47,325 | <0.01 | Reduce 0.42% | $82.52–117.57 · VW $100.41i | $5,263,000 | SEC | |
| 2018 Q2 | 47,525 | <0.01 | Reduce 3.84% | <0.01 | $108.17–133.59 · VW $117.92i | $6,134,000 | SEC |
| 2018 Q1 | 49,425 | <0.01 | Reduce 13.25% | <0.01 | $109.69–136.94 · VW $119.44i | $5,643,000 | SEC |
| 2017 Q4 | 56,975 | 0.01 | Reduce 12.86% | <0.01 | $117.74–141.20 · VW $131.45i | $7,314,000 | SEC |
| 2017 Q3 | 65,380 | 0.01 | Reduce 6.97% | <0.01 | $111.77–124.54 · VW $119.35i | $7,819,000 | SEC |
| 2017 Q2 | 70,280 | 0.01 | Reduce 3.98% | <0.01 | $120.93–134.92 · VW $126.32i | $8,903,000 | SEC |
| 2017 Q1 | 73,196 | 0.01 | Reduce 14.92% | <0.01 | $108.95–130.15 · VW $119.99i | $8,819,000 | SEC |
| 2016 Q4 | 86,035 | 0.01 | Reduce 14.31% | <0.01 | $111.06–138.18 · VW $125.86i | $10,767,000 | SEC |
| 2016 Q3 | 100,405 | 0.01 | $113.73 | $11,419,000 | SEC | ||
| 2016 Q2 | 100,405 | 0.01 | Reduce 10.00% | <0.01 | $107.56–127.20 · VW $119.58i | $12,085,000 | SEC |
| 2016 Q1 | 111,555 | 0.01 | Reduce 6.38% | <0.01 | $85.20–111.15 · VW $101.33i | $11,777,000 | SEC |
| 2015 Q4 | 119,155 | 0.01 | Reduce 3.48% | <0.01 | $78.83–106.84 · VW $91.29i | $11,316,000 | SEC |
| 2015 Q3 | 123,455 | 0.01 | Reduce 13.88% | <0.01 | $84.37–102.65 · VW $94.53i | $11,012,000 | SEC |
| 2015 Q2 | 143,355 | 0.01 | Reduce 19.52% | <0.01 | $83.91–95.23 · VW $90.05i | $12,032,000 | SEC |
| 2015 Q1 | 178,125 | 0.01 | Reduce 34.38% | <0.01 | $70.10–86.25 · VW $80.62i | $15,016,000 | SEC |
| 2014 Q4 | 271,434 | 0.02 | Reduce 93.50% | 0.23 | $61.22–71.75 · VW $67.83i | $17,841,000 | SEC |
| 2014 Q3 | 4,175,466 | 0.25 | Reduce 12.31% | 0.04 | $54.10–64.26 · VW $60.02i | $251,488,000 | SEC |
| 2014 Q2 | 4,761,795 | 0.30 | Reduce 31.05% | 0.15 | $58.88–66.55 · VW $62.85i | $303,564,000 | SEC |
| 2014 Q1 | 6,905,925 | 0.48 | Reduce 1.69% | <0.01 | $58.68–69.50 · VW $64.24i | $458,899,000 | SEC |
| 2013 Q4 | 7,024,759 | 0.45 | Reduce 9.73% | 0.05 | $52.76–63.05 · VW $59.18i | $417,411,000 | SEC |
| 2013 Q3 | 7,782,281 | 0.47 | Reduce 0.63% | <0.01 | $46.78–55.00 · VW $51.78i | $403,200,000 | SEC |
| 2013 Q2 | 7,831,584 | 0.46 | Buy | 0.46 | $46.21–55.74 · VW $49.71i | $379,127,000 | SEC |
| 2013 Q1 | 0 | 0.00 | Sell 100.00% | 0.75 | $45.42–57.27 · VW $50.86i | SEC | |
| 2012 Q4 | 10,473,598 | 0.75 | Buy | 0.75 | $44.19–59.48 · VW $53.41i | $545,151,000 | SEC |
| 2012 Q3 | 0 | 0.00 | Sell 100.00% | 2.04 | $35.69–49.99 · VW $43.88i | SEC | |
| 2012 Q2 | 11,575,619 | 2.04 | Reduce 11.02% | 0.26 | $32.31–44.71 · VW $38.59i | $459,668,000 | SEC |
| 2012 Q1 | 13,009,119 | 2.40 | Reduce 7.66% | 0.19 | $40.27–48.09 · VW $43.72i | $555,880,000 | SEC |
| 2011 Q4 | 14,087,969 | 2.52 | Reduce 0.38% | <0.01 | $28.81–45.00 · VW $39.22i | $554,362,000 | SEC |
| 2011 Q3 | 14,141,569 | 0.59 | Add 40.31% | 0.17 | $25.06–36.70 · VW $31.02i | $389,742,000 | SEC |
| 2011 Q2 | 10,078,519 | 0.46 | Add 9.16% | 0.04 | $33.27–45.89 · VW $37.82i | $388,325,000 | SEC |
| 2011 Q1 | 9,232,969 | 0.49 | Add 57.88% | 0.18 | $39.94–47.18 · VW $44.11i | $421,023,000 | SEC |
| 2010 Q4 | 5,848,219 | 0.32 | Add 38.83% | 0.09 | $35.65–48.26 · VW $42.16i | $259,427,000 | SEC |
| 2010 Q3 | 4,212,473 | 0.21 | Add 13.82% | 0.03 | $35.40–47.23 · VW $39.71i | $155,525,000 | SEC |
| 2010 Q2 | 3,700,973 | 0.23 | Reduce 2.16% | <0.01 | $42.55–59.90 · VW $49.23i | $162,214,000 | SEC |
| 2010 Q1 | 3,782,723 | 0.22 | Reduce 0.05% | <0.01 | $41.80–59.33 · VW $52.80i | $178,696,000 | SEC |
| 2009 Q4 | 3,784,623 | 0.26 | Reduce 2.75% | <0.01 | $44.03–54.36 · VW $47.53i | $199,336,000 | SEC |
| 2009 Q3 | 3,891,573 | 0.28 | Reduce 2.25% | <0.01 | $44.83–62.00 · VW $50.95i | $210,417,000 | SEC |
| 2009 Q2 | 3,981,173 | 0.27 | Add 17.86% | 0.04 | $39.14–52.47 · VW $46.36i | $171,589,000 | SEC |
| 2009 Q1 | 3,378,023 | 0.29 | Reduce 0.66% | <0.01 | $34.30–55.25 · VW $45.70i | $149,613,000 | SEC |
| 2008 Q4 | 3,400,573 | 0.38 | Reduce 16.83% | 0.06 | $39.52–77.95 · VW $55.64i | $236,612,000 | SEC |
| 2008 Q3 | 4,088,923 | 0.36 | Add 1.37% | <0.01 | $41.56–83.00 · VW $59.61i | $304,625,000 | SEC |
| 2008 Q2 | 4,033,719 | 0.24 | Reduce 2.60% | <0.01 | $49.39–84.73 · VW $66.10i | $241,136,000 | SEC |
| 2008 Q1 | 4,141,300 | 0.26 | Add 7.66% | 0.02 | $61.87–78.65 · VW $69.78i | $274,982,000 | SEC |
| 2007 Q4 | 3,846,600 | 0.26 | Buy | 0.26 | $60.20–90.56 · VW $76.34i | $304,228,000 | SEC |
Price snapshot:
Current price$292.78
Avg. buy price$48.41
+/- since buy504.79%
52-week low$251.85
52-week high$329.81