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)
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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:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 4,685,757 | $2,758,411,492 | 0.05% | |
| 2. | 3,917,383 | $2,306,085,024 | 0.05% | |
| 3. | 3,160,444 | $1,860,490,174 | 0.09% | |
| 4. | 2,877,568 | $1,693,966,730 | 0.06% | |
| 5. | 2,607,979 | $1,535,264,877 | 0.08% |
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