Lee Ainslie - Maverick Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    239
Portfolio value:    $8,599,101,588
Holdings Activity Buys Sells    History
Holding/activity history for  Vulcan Materials Co. (VMC)
← All VMC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2021   Q4 0 0.00 Sell 100.00% <0.01 $179.72–213.65 · VW $194.56i SEC
2021   Q3 2,550 <0.01 Add 592.93% <0.01 $166.31–193.96 · VW $183.46i $431,000 SEC
2021   Q2 368 <0.01 Buy <0.01 $163.00–194.17 · VW $179.05i $64,000 SEC
2021   Q1 0 0.00 Sell 100.00% <0.01 $148.52–182.55 · VW $169.77i SEC
2020   Q4 379 <0.01 Buy <0.01 $131.36–168.24 · VW $149.58i $56,000 SEC
2020   Q3 0 0.00 Sell 100.00% 0.01 $115.62–153.88 · VW $138.11i SEC
2020   Q2 4,182 0.01 Buy 0.01 $88.60–128.88 · VW $111.63i $484,000 SEC
2017   Q4 0 0.00 Sell 100.00% 1.14 $117.74–141.20 · VW $131.45i SEC
2017   Q3 715,917 1.14 Reduce 58.69% 1.62 $111.77–124.54 · VW $119.35i $85,624,000 SEC
2017   Q2 1,733,220 2.76 Reduce 33.85% 1.36 $120.93–134.92 · VW $126.32i $219,564,000 SEC
2017   Q1 2,620,228 4.03 Add 28.02% 0.88 $108.95–130.15 · VW $119.99i $315,685,000 SEC
2016   Q4 2,046,710 3.33 Add 504.03% 2.78 $111.06–138.18 · VW $125.86i $256,146,000 SEC
2016   Q3 338,844 0.46 Add 75.61% 0.20 $105.71–122.47 · VW $113.79i $38,537,000 SEC
2016   Q2 192,948 0.32 Reduce 84.31% 1.73 $107.56–127.20 · VW $119.58i $23,223,000 SEC
2016   Q1 1,229,659 2.05 Add 102.58% 1.04 $85.20–111.15 · VW $101.33i $129,815,000 SEC
2015   Q4 606,997 0.83 Add 35.99% 0.22 $78.83–106.84 · VW $91.29i $57,647,000 SEC
2015   Q3 446,342 0.72 Reduce 76.74% 1.99 $84.37–102.65 · VW $94.53i $39,814,000 SEC
2015   Q2 1,918,864 2.59 Reduce 15.49% 0.51 $83.91–95.23 · VW $90.05i $161,050,000 SEC
2015   Q1 2,270,486 3.28 Reduce 19.68% 0.64 $70.10–86.25 · VW $80.62i $191,402,000 SEC
2014   Q4 2,826,752 3.25 Add 342.88% 2.52 $61.22–71.75 · VW $67.83i $185,802,000 SEC
2014   Q3 638,260 0.64 Buy 0.64 $54.10–64.26 · VW $60.02i $38,442,000 SEC
Price snapshot:
Current price$292.78
52-week low$251.85
52-week high$329.81