TimesSquare Capital Management, LLC

CIK

1313816

City

NEW YORK

State / Country

Stock

MLM — Martin Marietta Materials Inc

Top Portfolio Positions

148 positions · $5,831,374,018 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
EME	EMCOR Group, Inc. Industrials	211,862	$156,419,833	2.68%
MPWR	Monolithic Power Systems Inc Technology	138,840	$151,800,714	2.60%
COR	Cencora, Inc. Healthcare	422,070	$132,589,069	2.27%
LSCC	Lattice Semiconductor Corp Technology	1,370,573	$127,134,351	2.18%
CRS	Carpenter Technology Corp Industrials	293,279	$115,595,917	1.98%
CW	Curtiss Wright Corp Industrials	164,493	$112,039,472	1.92%
LNG	Cheniere Energy, Inc. Energy	384,896	$109,218,088	1.87%
FIX	Comfort Systems USA Inc Industrials	73,968	$102,001,132	1.75%
KRMN	Karman Holdings Inc. Industrials	1,265,289	$101,286,384	1.74%
FROG	JFrog Ltd Technology	2,097,587	$98,439,757	1.69%

25 quarters · across all stocks

Compact Export CSV

25 of 25 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$43,149,655	73,299	-19.5%	Shares	Sole	2026-05-07
2025-12-31	$56,720,590	91,094	-4.8%	Shares	Sole	2026-02-06
2025-09-30	$60,320,317	95,704	-10.9%	Shares	Sole	2025-11-07
2025-06-30	$58,983,007	107,445	-4.0%	Shares	Sole	2025-08-08
2025-03-31	$53,517,090	111,930	+20.1%	Shares	Sole	2025-05-02
2024-12-31	$48,117,140	93,160	-13.8%	Shares	Sole	2025-02-03
2024-09-30	$58,160,065	108,054	-1.0%	Shares	Sole	2024-11-04
2024-06-30	$59,128,801	109,134	-1.2%	Shares	Sole	2024-08-08
2024-03-31	$67,812,128	110,454	-8.4%	Shares	Sole	2024-05-07
2023-12-31	$60,173,036	120,609	-22.4%	Shares	Sole	2024-02-07
2023-09-30	$63,819,788	155,476	-4.5%	Shares	Sole	2023-11-17
2023-06-30	$75,163,132	162,800	-6.0%	Shares	Sole	2023-08-09
2023-03-31	$61,462,661	173,105	-6.2%	Shares	Sole	2023-05-10
2022-12-31	$62,372,363	184,550	-9.4%	Shares	Sole	2023-02-10
2022-09-30	$65,641,942	203,800	+0.4%	Shares	Sole	2022-11-09
2022-06-30	$60,715,796	202,900	-3.5%	Shares	Sole	2022-08-05
2022-03-31	$80,894,255	210,175	-6.7%	Shares	Sole	2022-05-06
2021-12-31	$99,205,104	225,200	-9.8%	Shares	Sole	2022-02-04
2021-09-30	$85,351,664	249,800	+95.6%	Shares	Sole	2021-11-08
2021-06-30	$44,926,137	127,700	+2.4%	Shares	Sole	2021-08-09
2021-03-31	$41,893,545	124,750	-9.0%	Shares	Sole	2021-05-12
2020-12-31	$38,918,088	137,050	-35.4%	Shares	Sole	2021-02-12
2020-09-30	$49,919,856	212,100	-28.6%	Shares	Sole	2020-11-06
2020-06-30	$61,351,290	297,000	-13.8%	Shares	Sole	2020-08-07
2020-03-31	$65,227,581	344,700	—	Shares	Sole	2020-05-08
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