Mason Hawkins - Southeastern Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    49
Portfolio value:    $2,032,773,449
Holdings Activity Buys Sells    History
Holding/activity history for  Martin Marietta Materials, Inc. (MLM)
← All MLM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2014   Q1 0 0.00 Sell 100.00% 0.51 $98.63–128.95 · VW $115.00i SEC
2013   Q4 1,039,807 0.51 Reduce 5.25% 0.03 $94.01–106.48 · VW $98.79i $103,918,000 SEC
2013   Q3 1,097,407 0.55 Reduce 8.01% 0.05 $94.25–106.98 · VW $98.87i $107,732,000 SEC
2013   Q2 1,193,012 0.59 Reduce 44.88% 0.45 $93.03–113.65 · VW $103.24i $117,416,000 SEC
2013   Q1 2,164,481 1.01 Reduce 62.93% 1.60 $93.99–106.57 · VW $99.82i $220,821,000 SEC
2012   Q4 5,838,889 2.54 Reduce 6.14% 0.15 $80.42–95.93 · VW $87.99i $550,491,000 SEC
2012   Q3 6,221,103 2.43 Add 0.00% $71.93–93.71 · VW $79.53i $515,543,000 SEC
2012   Q2 6,221,003 2.44 Add 3.15% 0.07 $63.64–86.09 · VW $75.44i $490,339,000 SEC
2012   Q1 6,031,070 2.51 Add 0.80% 0.02 $74.05–90.57 · VW $84.29i $516,441,000 SEC
2011   Q4 5,982,970 2.38 Add 7.60% 0.17 $59.93–80.24 · VW $73.37i $451,176,000 SEC
2011   Q3 5,560,470 1.94 Add 26.17% 0.40 $60.80–82.65 · VW $69.91i $351,533,000 SEC
2011   Q2 4,406,970 1.64 Reduce 0.27% <0.01 $78.75–92.37 · VW $85.83i $352,426,000 SEC
2011   Q1 4,418,970 1.86 Reduce 1.33% 0.03 $80.38–94.31 · VW $87.05i $396,249,000 SEC
2010   Q4 4,478,670 2.01 Add 1.23% 0.02 $76.94–95.00 · VW $84.61i $413,113,000 SEC
2010   Q3 4,424,369 1.88 Add 68.32% 0.76 $71.50–88.89 · VW $80.25i $340,544,000 SEC
2010   Q2 2,628,617 1.38 Buy 1.38 $83.53–100.33 · VW $91.45i $222,933,000 SEC
Price snapshot:
Current price$569.35
52-week low$524.63
52-week high$709.08