Vulcan Materials (VMC) vs. MLM and EXP: Can Its Aggregates Shift Keep Lifting Margins?
Is VMC a good stock to buy? We came across a bullish thesis on Vulcan Materials Company on Contrarian Indicator’s Substack by Cameron Fen.
Vulcan Materials Co (VMC)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Egerton Capital Limited John Armitage | 1,971,694 | $581,669,447 | +12% | 5.62% |
| 2. | Walleye Capital Will England | 100,345 | $29,602,778 | +47% | 0.11% |
| 3. | Waratah Capital Advisors Brad Dunkley And Blair Levinsky | 20,203 | $5,960,087 | 0.2% | |
| 4. | Impax Asset Management Ian Simm | 6,724 | $1,983,647 | 0.01% | |
| 5. | Zevenbergen Capital Investments Nancy Zevenbergen | 5,630 | $1,660,906 | -11% | 0.04% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $191.46 | 500 | $95,730.00 | 500 | 2021-05-14 | Filing | |
| $93.00 | 5,000 | $465,000.00 | 5,000 | 2020-03-17 | Filing | |
| $104.01 | 555 | $57,725.55 | 58,803 | 2018-11-06 | Filing | |
| $101.40 | 900 | $91,260.00 | 58,248 | 2018-11-06 | Filing | |
| $99.50 | 500 | $49,750.00 | 57,348 | 2018-11-06 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $285.10 | 2,000 | $570,200.00 | 6,716 | 2026-08-07 | Filing | |
| $292.29 | 2,212 | $646,545.48 | 8,716 | 2026-06-15 | Filing | |
| $303.72 | 1,137 | $345,329.64 | 0 | 2026-02-20 | Filing | |
| $300.81 | 7,135 | $2,146,279.35 | 0 | 2025-12-11 | Filing | |
| $295.00 | 665 | $196,175.00 | 8,284 | 2025-12-10 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 9,723,208 | $2,868,443,788 | 0.04% | |
| 2. | 6,145,077 | $1,812,859,166 | 0.05% | |
| 3. | 5,466,956 | $1,612,821,313 | 0.79% | |
| 4. | 2,102,064 | $625,229,512 | 0.2% | |
| 5. | 1,893,294 | $558,540,663 | 1.49% |
News See All
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Baron Asset Fund Bets on Vulcan Materials Company’s (VMC) Attractive Long-Term Growth Potential
Baron Capital, an investment management company, released its Q1 2026 investor letter for the “Baron Asset Fund”. A copy of the letter is available to download here. U.S.
Vulcan Materials Company (NYSE:VMC) Q1 2026 Earnings Call Transcript
Operator: Good morning, everyone, and welcome to the Vulcan Materials Company First Quarter 2026 Earnings Call. My name is Jamie, and I will be your conference call coordinator today.
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Truist Raises its Price Target on Vulcan Materials Company (VMC) to $360 and Maintains a Buy Rating
Truist on February 19, 2026, raised its price target on Vulcan Materials Company (NYSE:VMC) to $360 from $320 and maintained a Buy rating.
10 High Growth S&P 500 Stocks to Buy Now
Earnings are quietly doing more of the heavy lifting again inside the S&P 500.
Vulcan Materials Company (NYSE:VMC) Q4 2025 Earnings Call Transcript
Operator: Thank you for your continued patience. Your meeting will begin shortly. If you need assistance at any time, please press 0 and a member of the team will be happy to help you.
Vulcan Materials Company (NYSE:VMC) Q3 2025 Earnings Call Transcript
Operator: Good morning, everyone. Welcome to the Vulcan Materials Company Third Quarter 2025 Earnings Call. My name is Bo, and I will be your conference call coordinator today.
Should You Invest in Vulcan Materials Co. (VMC)?
Macquarie Asset Management, an investment management company, released its “Macquarie Large Cap Growth Fund” investor letter for the third quarter of 2025.
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