Thomas Russo - Gardner Russo & Quinn
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    86
Portfolio value:    $8,496,278,296
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
2026   Q1 715,411 4.96 Reduce 1.54% 0.08 $554.72–710.97 · VW $640.67i $421,148,042 SEC
2025   Q4 726,612 4.88 Add 5.68% 0.26 $585.00–665.18 · VW $621.81i $452,432,234 SEC
2025   Q3 687,537 4.65 Reduce 3.54% 0.15 $532.88–632.26 · VW $595.49i $433,340,748 SEC
2025   Q2 712,779 4.16 Reduce 0.21% <0.01 $441.95–569.81 · VW $527.56i $391,286,919 SEC
2025   Q1 714,252 3.83 Add 1.02% 0.04 $448.50–560.12 · VW $496.92i $341,505,138 SEC
2024   Q4 707,010 4.13 Reduce 5.74% 0.24 $514.69–633.23 · VW $573.64i $365,170,539 SEC
2024   Q3 750,072 4.14 Reduce 1.83% 0.08 $490.05–603.32 · VW $551.41i $403,726,015 SEC
2024   Q2 764,059 4.37 Reduce 2.97% 0.15 $527.24–626.67 · VW $574.45i $413,966,956 SEC
2024   Q1 787,480 4.96 Reduce 16.28% 0.78 $479.67–617.08 · VW $562.04i $483,465,519 SEC
2023   Q4 940,568 4.78 Reduce 1.90% 0.08 $389.90–500.91 · VW $445.67i $469,258,751 SEC
2023   Q3 958,763 4.29 Reduce 1.52% 0.07 $403.16–463.41 · VW $439.57i $393,553,088 SEC
2023   Q2 973,520 4.44 Reduce 2.78% 0.10 $332.13–462.70 · VW $399.47i $449,464,238 SEC
2023   Q1 1,001,338 3.69 Reduce 0.90% 0.03 $317.94–386.73 · VW $354.12i $355,535,012 SEC
2022   Q4 1,010,403 3.77 Reduce 5.37% 0.22 $298.32–373.53 · VW $341.31i $341,485,916 SEC
2022   Q3 1,067,783 4.16 Reduce 1.12% 0.04 $284.99–374.17 · VW $338.18i $343,922,000 SEC
2022   Q2 1,079,827 3.62 Reduce 1.20% 0.05 $291.57–388.51 · VW $339.60i $323,127,000 SEC
2022   Q1 1,092,971 4.05 Reduce 6.48% 0.30 $350.33–446.46 · VW $386.61i $420,674,000 SEC
2021   Q4 1,168,678 4.60 Reduce 1.98% 0.07 $337.84–445.00 · VW $404.60i $514,826,000 SEC
2021   Q3 1,192,297 3.76 Reduce 3.52% 0.13 $335.47–391.76 · VW $362.27i $407,384,000 SEC
2021   Q2 1,235,775 3.68 Reduce 2.74% 0.11 $329.69–383.71 · VW $354.62i $434,758,000 SEC
2021   Q1 1,270,550 3.90 Reduce 8.98% 0.32 $274.64–353.56 · VW $315.68i $426,676,000 SEC
2020   Q4 1,395,833 3.60 Reduce 7.00% 0.24 $230.59–287.51 · VW $264.40i $396,375,000 SEC
2020   Q3 1,500,938 3.44 Reduce 4.03% 0.13 $201.04–238.63 · VW $217.22i $353,261,000 SEC
2020   Q2 1,563,936 3.28 Reduce 5.21% 0.16 $151.94–230.46 · VW $193.54i $323,062,000 SEC
2020   Q1 1,649,816 3.16 Reduce 2.22% 0.08 $135.08–281.82 · VW $224.54i $312,195,000 SEC
2019   Q4 1,687,254 3.62 Reduce 2.90% 0.11 $247.25–281.17 · VW $266.94i $471,824,000 SEC
2019   Q3 1,737,677 3.71 Reduce 3.16% 0.10 $220.61–275.99 · VW $250.81i $476,297,000 SEC
2019   Q2 1,794,450 3.14 Reduce 3.17% 0.09 $201.57–232.44 · VW $218.35i $412,921,000 SEC
2019   Q1 1,853,170 2.90 Reduce 4.72% 0.13 $167.62–203.81 · VW $186.18i $372,821,000 SEC
2018   Q4 1,944,937 2.78 Reduce 2.13% 0.06 $150.75–199.12 · VW $176.93i $334,276,000 SEC
2018   Q3 1,987,280 2.62 Reduce 0.20% <0.01 $180.54–229.00 · VW $199.81i $361,586,000 SEC
2018   Q2 1,991,188 3.25 Reduce 1.21% 0.04 $189.27–232.89 · VW $212.05i $444,692,000 SEC
2018   Q1 2,015,598 2.92 Add 0.19% <0.01 $196.61–241.33 · VW $215.68i $417,833,000 SEC
2017   Q4 2,011,757 3.07 Reduce 1.10% 0.03 $200.27–222.45 · VW $212.45i $444,679,000 SEC
2017   Q3 2,034,151 2.97 Add 15.19% 0.39 $191.09–231.00 · VW $211.95i $419,503,000 SEC
2017   Q2 1,765,953 2.90 Reduce 0.77% 0.02 $209.43–244.32 · VW $224.98i $393,066,000 SEC
2017   Q1 1,779,672 3.01 Reduce 1.91% 0.07 $201.77–243.98 · VW $220.93i $388,413,000 SEC
2016   Q4 1,814,339 3.40 Reduce 12.32% 0.38 $167.06–236.41 · VW $206.41i $401,931,000 SEC
2016   Q3 2,069,336 3.09 Reduce 0.78% 0.03 $172.49–206.36 · VW $187.41i $370,639,000 SEC
2016   Q2 2,085,558 3.36 Reduce 0.86% 0.02 $156.35–193.87 · VW $180.38i $400,427,000 SEC
2016   Q1 2,103,643 2.84 Add 0.06% <0.01 $108.31–160.18 · VW $135.54i $335,552,000 SEC
2015   Q4 2,102,473 2.46 Add 1.54% 0.04 $136.20–166.23 · VW $151.54i $287,156,000 SEC
2015   Q3 2,070,527 2.84 Reduce 1.23% 0.03 $141.54–178.67 · VW $158.76i $314,617,000 SEC
2015   Q2 2,096,408 2.61 Add 0.86% 0.02 $134.10–155.98 · VW $145.62i $296,663,000 SEC
2015   Q1 2,078,583 2.61 Add 1.50% 0.04 $104.15–146.21 · VW $127.99i $290,586,000 SEC
2014   Q4 2,047,918 2.06 Add 3.66% 0.07 $103.09–131.71 · VW $116.51i $225,926,000 SEC
2014   Q3 1,975,609 2.40 Add 0.16% <0.01 $123.64–134.64 · VW $128.23i $254,735,000 SEC
2014   Q2 1,972,412 2.41 Reduce 1.01% 0.03 $115.49–136.36 · VW $125.13i $260,457,000 SEC
2014   Q1 1,992,602 2.47 Add 3.16% 0.08 $98.63–128.95 · VW $115.00i $255,750,000 SEC
2013   Q4 1,931,562 1.91 Add 8.15% 0.14 $94.01–106.48 · VW $98.79i $193,040,000 SEC
2013   Q3 1,786,060 1.87 Add 2.79% 0.05 $94.25–106.98 · VW $98.87i $175,338,000 SEC
2013   Q2 1,737,505 2.00 Add 1.93% 0.04 $93.03–113.65 · VW $103.24i $171,005,000 SEC
2013   Q1 1,704,576 2.05 Add 2.43% 0.05 $93.99–106.57 · VW $99.82i $173,901,000 SEC
2012   Q4 1,664,110 2.17 Add 0.49% 0.01 $80.42–95.93 · VW $87.99i $156,892,000 SEC
2012   Q3 1,655,921 2.01 Add 1.47% 0.03 $71.93–93.71 · VW $79.53i $137,226,000 SEC
2012   Q2 1,631,866 2.02 Add 2.79% 0.05 $63.64–86.09 · VW $75.44i $128,624,000 SEC
2012   Q1 1,587,521 2.21 Add 0.39% <0.01 $74.05–90.57 · VW $84.29i $135,939,000 SEC
2011   Q4 1,581,311 2.22 Add 0.74% 0.02 $59.93–80.24 · VW $73.37i $119,247,000 SEC
2011   Q3 1,569,735 2.11 Add 1.55% 0.03 $60.80–82.65 · VW $69.91i $99,239,000 SEC
2011   Q2 1,545,846 2.36 Add 0.63% 0.01 $78.75–92.37 · VW $85.83i $123,621,000 SEC
2011   Q1 1,536,172 2.80 Add 2.12% 0.06 $80.38–94.31 · VW $87.05i $137,749,000 SEC
2010   Q4 1,504,346 5.42 Add 3.52% 0.18 $76.94–95.00 · VW $84.61i $138,761,000 SEC
2010   Q3 1,453,255 4.82 Reduce 3.65% 0.23 $71.50–88.89 · VW $80.25i $111,857,000 SEC
2010   Q2 1,508,246 6.23 Reduce 11.00% 0.72 $83.53–100.33 · VW $91.45i $127,914,000 SEC
2010   Q1 1,694,685 6.51 Add 0.72% 0.05 $74.00–93.43 · VW $82.14i $141,591,000 SEC
2009   Q4 1,682,615 8.00 Reduce 0.62% 0.05 $77.36–96.87 · VW $86.31i $150,443,000 SEC
2009   Q3 1,693,046 8.48 Reduce 2.72% 0.23 $73.78–103.44 · VW $87.40i $155,879,000 SEC
2009   Q2 1,740,427 8.29 Add 0.59% 0.05 $75.72–96.70 · VW $83.32i $137,285,000 SEC
2009   Q1 1,730,250 14.33 Reduce 3.80% 0.38 $67.25–105.49 · VW $81.60i $137,209,000 SEC
2008   Q4 1,798,550 9.90 Reduce 6.51% 0.52 $58.62–110.93 · VW $85.73i $174,603,000 SEC
2008   Q3 1,923,698 8.05 Buy 8.05 $90.05–124.97 · VW $108.73i $215,416,000 SEC
2008   Q2 0 0.00 Sell 100.00% 4.82 $102.16–125.19 · VW $111.63i SEC
2008   Q1 2,018,134 4.82 Add 0.77% 0.04 $95.02–132.54 · VW $112.32i $214,265,000 SEC
2007   Q4 2,002,751 5.65 Add 1.03% 0.06 $114.40–144.28 · VW $130.80i $265,565,000 SEC
2007   Q3 1,982,255 5.58 Add 0.53% 0.03 $116.52–165.97 · VW $135.28i $264,730,000 SEC
2007   Q2 1,971,731 6.79 Reduce 1.39% 0.09 $131.64–170.25 · VW $151.96i $319,460,000 SEC
2007   Q1 1,999,476 6.16 Reduce 0.82% 0.04 $98.91–137.27 · VW $122.61i $270,329,000 SEC
2006   Q4 2,016,081 4.94 Add 1.24% 0.06 $83.61–106.28 · VW $94.23i $209,491,000 SEC
2006   Q3 1,991,293 4.38 Add 5.13% 0.21 $74.05–92.10 · VW $82.32i $168,503,000 SEC
2006   Q2 1,894,182 4.78 Reduce 3.88% 0.28 $76.90–113.69 · VW $94.39i $172,655,000 SEC
2006   Q1 1,970,683 7.23 Reduce 4.03% 0.19 $76.26–107.75 · VW $94.56i $210,922,000 SEC
2005   Q4 2,053,359 4.79 Reduce 4.81% 0.02 $70.50–81.74 · VW $76.11i $157,534,000 SEC
2005   Q3 2,157,143 0.34 Add 1.05% <0.01 $65.02–79.04 · VW $72.52i $169,249,000 SEC
2005   Q2 2,134,757 5.78 Add 0.31% 0.02 $54.09–70.16 · VW $61.35i $147,554,404 SEC
2005   Q1 2,128,200 5.50 Add 3.25% 0.17 $49.72–58.37 · VW $55.08i $119,008,944 SEC
2004   Q4 2,061,168 5.40 Add 1.92% 0.10 $43.36–53.91 · VW $49.14i $110,602,275 SEC
2004   Q3 2,022,313 5.29 Add 3.90% 0.20 $41.27–46.41 · VW $44.12i $91,550,110 SEC
2004   Q2 1,946,348 5.09 Add 1.32% 0.07 $41.31–47.41 · VW $43.78i $86,281,607 SEC
2004   Q1 1,921,066 5.75 Add 3.43% 0.19 $43.84–50.69 · VW $47.10i $88,676,407 SEC
2003   Q4 1,857,439 4.92 Add 4.36% 0.21 $36.45–48.00 · VW $42.62i $87,243,910 SEC
2003   Q3 1,779,889 4.55 Add 5.03% 0.22 $33.10–39.97 · VW $37.36i $64,876,954 SEC
2003   Q2 1,694,574 4.37 Add 5.75% 0.24 $27.36–38.05 · VW $32.43i $56,954,632 SEC
2003   Q1 1,602,477 4.26 Add 5.31% 0.21 $26.10–32.01 · VW $28.30i $44,244,390 SEC
2002   Q4 1,521,615 6.00 Add 7.59% 0.42 $27.30–32.95 · VW $29.90i $46,652,716 SEC
2002   Q3 1,414,248 4.95 Add 0.57% 0.03 $32.33–39.10 · VW $36.00i $46,062,057 SEC
2002   Q2 1,406,257 5.32 Add 3.55% 0.18 $37.15–43.60 · VW $39.88i $54,844,023 SEC
2002   Q1 1,358,068 5.40 Add 0.99% 0.05 $39.02–49.33 · VW $42.38i $57,337,631 SEC
2001   Q4 1,344,753 8.61 Add 0.39% 0.03 $37.90–46.60 · VW $42.05i $62,665,490 SEC
2001   Q3 1,339,490 8.34 Add 1.24% 0.10 $34.75–50.39 · VW $41.53i $52,387,454 SEC
2001   Q2 1,323,029 7.98 Add 0.90% 0.07 $41.40–51.60 · VW $47.50i $65,476,705 SEC
2001   Q1 1,311,245 5.41 Reduce 0.77% 0.06 $38.00–47.45 · VW $43.42i $55,990,161 SEC
2000   Q4 1,321,473 7.54 Add 4.24% 0.31 $31.65–44.24 · VW $38.48i $55,898,308 SEC
2000   Q3 1,267,738 4.70 Add 0.63% 0.03 $34.70–47.19 · VW $40.60i $48,529,011 SEC
2000   Q2 1,259,848 4.47 Reduce 1.36% 0.08 $40.31–55.25 · VW $47.86i $50,945,103,000 SEC
2000   Q1 1,277,243 5.89 Reduce 4.21% 0.24 $35.50–50.00 · VW $42.42i $60,669,042 SEC
1999   Q4 1,333,382 5.77 Reduce 6.17% 0.35 $35.38–42.63 · VW $39.14i $54,668,662,000 SEC
1999   Q3 1,421,067 5.67 Add 5.31% 0.29 $35.25–60.38 · VW $45.00i $56,753,863,000 SEC
1999   Q2 1,349,394 7.00 Add 1.22% 0.08 $54.88–68.13 · VW $60.68i $79,614,246 SEC
1999   Q1 1,333,108 6.93 $57.06 $76,070,000 SEC
Price snapshot:
Current price$569.35
Avg. buy price$152.20
+/- since buy274.09%
52-week low$524.63
52-week high$709.08