Waverly Advisors, LLC

Position in MLM — Martin Marietta Materials Inc

CIK 1568787 BIRMINGHAM, AL

Position in MLM

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$893,027

-$182,929 QoQ

Shares Held

1,517

-12.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Basic Materials · as of Mar 31, 2026

Waverly Advisors, LLC holds $7,465,539 across 4 Building Materials names. MLM ranks #2 (12.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VMC	Vulcan Materials CO	20,992	$5,716,121
2	MLM	Martin Marietta Materials Inc This page	1,517	$893,027
3	CRH	Crh Public Ltd Co	5,051	$530,961
4	SMID	Smith Midland Corp	10,004	$325,430

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.