Skye Global Management LP

Position in MLM — Martin Marietta Materials Inc

CIK 1675884 WEST PALM BEACH, FL

Position in MLM

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

Position Value

$145,328,400

-$12,437,840 QoQ

Shares Held

252,000

-6.0% QoQ

Ownership

0.420%

of shares outstanding

% of Portfolio

2.83%

of 13F equity value

Holder Rank

#38

of 1,072 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Basic Materials · as of Jun 30, 2026

Skye Global Management LP holds $236,338,985 across 2 Building Materials names. MLM ranks #1 (61.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MLM	Martin Marietta Materials Inc This page	252,000	$145,328,400
2	VMC	Vulcan Materials CO	308,500	$91,010,585

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$145,328,400	252,000	-6.0%	Shares	Sole	2026-08-14
2026-03-31	$157,766,240	268,000	-2.2%	Shares	Sole	2026-05-15
2025-12-31	$170,608,840	274,000	+0.7%	Shares	Sole	2026-02-17
2025-09-30	$171,436,160	272,000	-5.1%	Shares	Sole	2025-11-14
2025-06-30	$157,277,040	286,500	-4.0%	Shares	Sole	2025-08-14
2025-03-31	$142,721,805	298,500	+16.4%	Shares	Sole	2025-05-15
2024-12-31	$132,482,250	256,500	+85.2%	Shares	Sole	2025-02-14
2024-09-30	$74,547,625	138,500	+63.9%	Shares	Sole	2024-11-14
2024-06-30	$45,782,100	84,500	+72.4%	Shares	Sole	2024-08-14
2024-03-31	$30,083,060	49,000	+199.7%	Shares	Sole	2024-05-15
2023-12-31	$8,157,178	16,350	+386.6%	Shares	Sole	2024-02-14
2023-09-30	$1,379,212	3,360	0.0%	Shares	Sole	2023-11-14
2023-06-30	$1,551,278	3,360	-30.0%	Shares	Sole	2023-08-14
2023-03-31	$1,704,288	4,800	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.