Wallace Weitz - Weitz Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    49
Portfolio value:    $1,432,543,452
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 39,775 1.63 Reduce 3.63% 0.06 $554.72–710.97 · VW $640.67i $23,414,747 SEC
2025   Q4 41,275 1.52 $622.66 $25,700,292 SEC
2025   Q3 41,275 1.41 $630.28 $26,014,807 SEC
2025   Q2 41,275 1.22 $548.96 $22,658,324 SEC
2025   Q1 41,275 1.05 Add 1.48% 0.02 $448.50–560.12 · VW $496.92i $19,734,816 SEC
2024   Q4 40,675 1.09 $516.50 $21,008,638 SEC
2024   Q3 40,675 1.08 $538.25 $21,893,319 SEC
2024   Q2 40,675 1.16 $541.80 $22,037,715 SEC
2024   Q1 40,675 1.27 Reduce 17.49% 0.23 $479.67–617.08 · VW $562.04i $24,972,010 SEC
2023   Q4 49,300 1.30 Reduce 20.48% 0.29 $389.90–500.91 · VW $445.67i $24,596,263 SEC
2023   Q3 62,000 1.41 Reduce 6.20% 0.10 $403.16–463.41 · VW $439.57i $25,449,760 SEC
2023   Q2 66,100 1.64 Reduce 0.68% <0.01 $332.13–462.70 · VW $399.47i $30,517,709 SEC
2023   Q1 66,550 1.37 Add 0.76% 0.01 $317.94–386.73 · VW $354.12i $23,629,243 SEC
2022   Q4 66,050 1.28 Reduce 4.34% 0.06 $298.32–373.53 · VW $341.31i $22,322,919 SEC
2022   Q3 69,050 1.33 $322.09 $22,240,000 SEC
2022   Q2 69,050 1.09 Add 2.68% 0.03 $291.57–388.51 · VW $339.60i $20,663,000 SEC
2022   Q1 67,250 1.16 Add 1.61% 0.02 $350.33–446.46 · VW $386.61i $25,884,000 SEC
2021   Q4 66,182 1.18 Reduce 6.06% 0.06 $337.84–445.00 · VW $404.60i $29,154,000 SEC
2021   Q3 70,450 1.02 $341.67 $24,071,000 SEC
2021   Q2 70,450 1.06 $351.81 $24,785,000 SEC
2021   Q1 70,450 1.06 $335.83 $23,659,000 SEC
2020   Q4 70,450 0.86 $283.97 $20,006,000 SEC
2020   Q3 70,450 0.78 $235.36 $16,581,000 SEC
2020   Q2 70,450 0.73 Add 29.43% 0.17 $151.94–230.46 · VW $193.54i $14,553,000 SEC
2020   Q1 54,430 0.55 Reduce 14.32% 0.10 $135.08–281.82 · VW $224.54i $10,300,000 SEC
2019   Q4 63,530 0.71 $279.65 $17,766,000 SEC
2019   Q3 63,530 0.73 Reduce 3.79% 0.02 $220.61–275.99 · VW $250.81i $17,414,000 SEC
2019   Q2 66,030 0.62 $230.11 $15,194,000 SEC
2019   Q1 66,030 0.57 Reduce 1.64% <0.01 $167.62–203.81 · VW $186.18i $13,284,000 SEC
2018   Q4 67,130 0.55 Add 795.07% 0.49 $150.75–199.12 · VW $176.93i $11,538,000 SEC
2018   Q3 7,500 0.06 Add 15.38% <0.01 $180.54–229.00 · VW $199.81i $1,365,000 SEC
2018   Q2 6,500 0.06 $223.38 $1,452,000 SEC
2018   Q1 6,500 0.06 $207.23 $1,347,000 SEC
2017   Q4 6,500 0.06 $221.08 $1,437,000 SEC
2017   Q3 6,500 0.06 Buy 0.06 $191.09–231.00 · VW $211.95i $1,340,000 SEC
2015   Q3 0 0.00 Sell 100.00% 3.10 $141.54–178.67 · VW $158.76i SEC
2015   Q2 700,680 3.10 Reduce 9.37% 0.31 $134.10–155.98 · VW $145.62i $99,153,000 SEC
2015   Q1 773,116 3.27 Reduce 0.12% <0.01 $104.15–146.21 · VW $127.99i $108,082,000 SEC
2014   Q4 774,072 2.70 Add 1.82% 0.05 $103.09–131.71 · VW $116.51i $85,396,000 SEC
2014   Q3 760,263 3.29 Reduce 1.70% 0.06 $123.64–134.64 · VW $128.23i $98,028,000 SEC
2014   Q2 773,375 3.47 Reduce 2.91% 0.11 $115.49–136.36 · VW $125.13i $102,124,000 SEC
2014   Q1 796,560 3.72 Reduce 9.33% 0.32 $98.63–128.95 · VW $115.00i $102,238,000 SEC
2013   Q4 878,571 3.42 Add 23.11% 0.64 $94.01–106.48 · VW $98.79i $87,804,000 SEC
2013   Q3 713,670 3.01 Add 8.36% 0.23 $94.25–106.98 · VW $98.87i $70,061,000 SEC
2013   Q2 658,600 3.03 Reduce 11.20% 0.42 $93.03–113.65 · VW $103.24i $64,819,000 SEC
2013   Q1 741,700 3.71 Reduce 7.15% 0.30 $93.99–106.57 · VW $99.82i $75,668,000 SEC
2012   Q4 798,800 4.15 Reduce 2.44% 0.04 $80.42–95.93 · VW $87.99i $75,311,000 SEC
2012   Q3 818,800 1.75 Reduce 0.12% <0.01 $71.93–93.71 · VW $79.53i $67,854,000 SEC
2012   Q2 819,800 1.62 $78.82 $64,617,000 SEC
2012   Q1 819,800 3.70 Reduce 3.84% 0.14 $74.05–90.57 · VW $84.29i $70,199,000 SEC
2011   Q4 852,558 3.65 Reduce 4.80% 0.16 $59.93–80.24 · VW $73.37i $64,291,000 SEC
2011   Q3 895,558 3.31 Add 26.92% 0.70 $60.80–82.65 · VW $69.91i $56,617,000 SEC
2011   Q2 705,633 2.98 Add 3.45% 0.10 $78.75–92.37 · VW $85.83i $56,429,000 SEC
2011   Q1 682,125 3.41 Add 3.02% 0.10 $80.38–94.31 · VW $87.05i $61,166,000 SEC
2010   Q4 662,125 3.64 Reduce 3.09% 0.10 $76.94–95.00 · VW $84.61i $61,074,000 SEC
2010   Q3 683,225 3.27 Add 14.45% 0.41 $71.50–88.89 · VW $80.25i $52,588,000 SEC
2010   Q2 596,975 3.56 Add 3.66% 0.13 $83.53–100.33 · VW $91.45i $50,629,000 SEC
2010   Q1 575,875 1.53 Add 5.86% 0.08 $74.00–93.43 · VW $82.14i $48,114,000 SEC
2009   Q4 543,975 1.97 Add 22.50% 0.36 $77.36–96.87 · VW $86.31i $48,637,000 SEC
2009   Q3 444,075 3.22 $92.07 $40,886,000 SEC
2009   Q2 444,075 1.28 Add 4.37% 0.05 $75.72–96.70 · VW $83.32i $35,029,000 SEC
2009   Q1 425,488 3.01 Add 3.80% 0.11 $67.25–105.49 · VW $81.60i $33,741,000 SEC
2008   Q4 409,898 3.09 Add 13.31% 0.36 $58.62–110.93 · VW $85.73i $39,793,000 SEC
2008   Q3 361,758 2.17 Add 1.24% 0.03 $90.05–124.97 · VW $108.73i $40,510,000 SEC
2008   Q2 357,333 1.66 Add 38.88% 0.47 $102.16–125.19 · VW $111.63i $37,016,000 SEC
2008   Q1 257,293 1.00 Add 2147.10% 0.95 $95.02–132.54 · VW $112.32i $27,317,000 SEC
2007   Q4 11,450 0.05 Buy 0.05 $114.40–144.28 · VW $130.80i $1,518,000 SEC
Price snapshot:
Current price$569.35
Avg. buy price$194.07
+/- since buy193.38%
52-week low$524.63
52-week high$709.08