London Company Large Cap Strategy Added Martin Marietta Materials (MLM) Signals Industry Optimism
The London Company released its Q1 2026 investor letter for “The London Company Large Cap Strategy”.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Diamond Hill Capital Ric Dillon | 213,905 | $123,359,014 | -27% | 0.99% |
| 2. | Skylands Capital Charles Paquelet | 5,805 | $3,347,744 | -1% | 0.41% |
| 3. | Regents Gate Capital Joshua White | 0 | $0 | 0% | |
| 4. | Bayforest Capital Theodoros Tsagaris | 0 | $0 | 0% | |
| 5. | Fisher Asset Management Ken Fisher | 0 | $0 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $454.37 | 550 | $249,903.50 | 8,985 | 2025-03-04 | Filing | |
| $177.24 | 8 | $1,458.30 | 23,190 | 2020-03-31 | Filing | |
| $277.43 | 5 | $1,455.42 | 23,106 | 2019-12-31 | Filing | |
| $271.29 | 5 | $1,452.47 | 23,038 | 2019-09-30 | Filing | |
| $226.65 | 6 | $1,264.93 | 22,966 | 2019-06-28 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $613.32 | 1,038 | $636,626.16 | 15,417 | 2025-08-08 | Filing | |
| $475.00 | 1,332 | $632,700.00 | 3,523 | 2025-03-05 | Filing | |
| $603.29 | 10,000 | $6,032,900.00 | 59,970 | 2024-03-14 | Filing | |
| $604.26 | 5,000 | $3,021,300.00 | 70,400 | 2024-03-05 | Filing | |
| $604.26 | 15,000 | $9,063,900.00 | 134,640 | 2024-03-05 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,116,369 | $1,220,529,068 | 0.6% | |
| 2. | 991,786 | $571,962,986 | 0.52% | |
| 3. | 345,624 | $199,321,271 | 0.03% | |
| 4. | 336,791 | $194,747,976 | 0.96% | |
| 5. | 160,365 | $92,482,495 | 0.34% |