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”.
Martin Marietta Materials Inc (MLM)
Market is closed
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Select Equity Group Robert Joseph Caruso | 1,033,420 | $608,353,686 | -4% | 3.11% |
| 2. | Alkeon Capital Management Panayotis Takis Sparaggis | 747,351 | $439,950,586 | 0.74% | |
| 3. | Gardner Russo & Gardner Tom Russo | 715,411 | $421,148,042 | -2% | 4.96% |
| 4. | D1 Capital Partners Daniel Sundheim | 322,857 | $190,059,459 | 1.69% | |
| 5. | Diamond Hill Capital Ric Dillon | 289,150 | $170,216,822 | -36% | 1.06% |
Insider Trading: Purchases See All
| 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 Trading: Sales See All
| 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 |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 336,791 | $194,747,976 | 0.96% | |
| 2. | 88,146 | $50,833,798 | 1.05% | |
| 3. | 60,950 | $35,149,884 | 0.22% | |
| 4. | 52,207 | $30,107,703 | 0.47% | |
| 5. | 49,559 | $28,580,811 | 0.39% |
News See All
10 Best Stocks to Buy for Global Infrastructure Spending
Global infrastructure spending is entering a long investment cycle as governments and companies upgrade the physical systems needed for electrification, AI, transport, industrial reshoring, and urban ...
Martin Marietta Materials, Inc. (NYSE:MLM) Q1 2026 Earnings Call Transcript
Operator: Ladies and gentlemen, welcome to Martin Marietta's First Quarter 2026 Earnings Conference Call.
9 Best Cement Stocks to Buy For the Long Term
According to data published by the US Geological Survey (USGS) for November 2025, demand for cement in the United States showed a mixed picture.
Martin Marietta Materials, Inc. (NYSE:MLM) Q4 2025 Earnings Call Transcript
Martin Marietta Materials, Inc. (NYSE:MLM) Q4 2025 Earnings Call Transcript February 11, 2026Martin Marietta Materials, Inc. misses on earnings expectations.
Martin Marietta Materials (MLM) Surged Following an Asset Swap Deal
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Martin Marietta Materials (MLM) is Moving to Optimize Its Product Offerings
Diamond Hill Capital, an investment management company, released its “Large Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Martin Marietta Materials, Inc. (NYSE:MLM) Q3 2025 Earnings Call Transcript
Martin Marietta Materials, Inc. (NYSE:MLM) Q3 2025 Earnings Call Transcript November 4, 2025Martin Marietta Materials, Inc. misses on earnings expectations.
Jim Cramer Recently Offered Insights on These 11 Stocks
Jim Cramer, the host of Mad Money, on Thursday addressed the sharp downturn in markets driven by mounting concerns over deteriorating bank loans.
Martin Marietta Materials (MLM) Rose Due to Continued Pricing Strength In Aggregates
Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Hedge Fund Resource Center