Waverly Advisors, LLC

Position in MLM — Martin Marietta Materials Inc

CIK 1568787 BIRMINGHAM, AL

Position in MLM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$736,445

-$156,582 QoQ

Shares Held

1,277

-15.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#560

of 1,075 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Basic Materials · as of Jun 30, 2026

Waverly Advisors, LLC holds $7,684,465 across 5 Building Materials names. MLM ranks #2 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VMC	Vulcan Materials CO	20,397	$6,017,318
2	MLM	Martin Marietta Materials Inc This page	1,277	$736,445
3	CRH	Crh Public Ltd Co	3,598	$384,986
4	SMID	Smith Midland Corp	10,004	$290,116
5	EXP	Eagle Materials Inc	1,136	$255,600

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$736,445	1,277	-15.8%	Shares	Sole	2026-08-14
2026-03-31	$893,027	1,517	-12.2%	Shares	Sole	2026-05-15
2025-12-31	$1,075,956	1,728	-6.6%	Shares	Sole	2026-02-17
2025-09-30	$1,166,648	1,851	-9.7%	Shares	Sole	2025-11-14
2025-06-30	$1,125,367	2,050	+4.4%	Shares	Sole	2025-08-14
2025-03-31	$939,046	1,964	+88.7%	Shares	Sole	2025-05-15
2024-12-31	$537,676	1,041	+78.9%	Shares	Sole	2025-02-14
2024-09-30	$313,261	582	+13.0%	Shares	Sole	2024-11-14
2024-06-30	$279,026	515	—	Shares	Sole	2024-08-14
No filing history on record for this holder in this stock.