Position in MLM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$821,220
+$604,586 QoQ
Shares Held
1,424
+287.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#536
of 1,068 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in MLM Over Time
Shares Held
Position Value (USD)
Position in Building Materials
Basic Materials · as of Jun 30, 2026Arax Advisory Partners holds $10,084,393 across 12 Building Materials names. MLM ranks #3 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMC |
Vulcan Materials CO
|
20,534 | $6,057,735 | |
| 2 | CRH |
Crh Public Ltd Co
|
19,602 | $2,097,414 | |
| 3 | MLM |
Martin Marietta Materials Inc
This page
|
1,424 | $821,220 | |
| 4 | EXP |
Eagle Materials Inc
|
2,993 | $673,425 | |
| 5 | AMRZ |
Amrize Ltd
|
2,905 | $154,836 | |
| 6 | CX |
Cemex Sab De CV
|
5,157 | $61,884 | |
| 7 | USLM |
United States Lime & Minerals Inc
|
573 | $59,975 | |
| 8 | KNF |
Knife River Corp
|
598 | $50,022 |
All Filings in MLM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $821,220 | 1,424 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $216,634 | 368 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $142,589 | 229 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $881,761 | 1,399 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $230,014 | 419 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $175,473 | 367 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $323,845 | 627 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $462,356 | 859 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $464,322 | 857 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $411,339 | 670 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $343,748 | 689 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $314,016 | 765 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $322,259 | 698 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $232,209 | 654 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $217,314 | 643 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $201,950 | 627 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $181,339 | 606 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $230,549 | 599 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $296,029 | 672 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $225,850 | 661 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $280,744 | 798 | Shares | Sole | 2021-08-02 | |
| 2020-12-31 | $252,449 | 889 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $199,585 | 848 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $138,401 | 670 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $117,890 | 623 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||