Position in MLM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$26,594,795
-$3,061,875 QoQ
Shares Held
45,177
-5.1% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 89.47694623370299.ToString("F0")%
Shared 0.22135157270292408.ToString("F0")%
None 10.301702193594085.ToString("F0")%
Common Shares in MLM Over Time
Shares Held
Position Value (USD)
Position in Building Materials
Basic Materials · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $81,460,158 across 9 Building Materials names. MLM ranks #2 (32.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMC |
Vulcan Materials CO
|
123,609 | $33,658,730 | |
| 2 | MLM |
Martin Marietta Materials Inc
This page
|
45,177 | $26,594,795 | |
| 3 | CRH |
Crh Public Ltd Co
|
84,471 | $8,879,589 | |
| 4 | CX |
Cemex Sab De CV
|
329,371 | $3,768,003 | |
| 5 | EXP |
Eagle Materials Inc
|
14,004 | $2,653,057 | |
| 6 | KNF |
Knife River Corp
|
26,738 | $2,183,156 | |
| 7 | AMRZ |
Amrize Ltd
|
31,318 | $1,754,433 | |
| 8 | USLM |
United States Lime & Minerals Inc
|
9,943 | $1,298,655 |
All Filings in MLM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,594,795 | 45,177 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $29,656,670 | 47,629 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $31,690,476 | 50,280 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $27,940,415 | 50,897 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $22,864,174 | 47,820 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $23,759,515 | 46,001 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $25,362,877 | 47,121 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $27,996,970 | 51,674 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $32,981,467 | 53,721 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $26,317,001 | 52,749 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $18,882,077 | 46,000 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $20,728,032 | 44,896 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $22,784,198 | 64,170 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $25,974,005 | 76,853 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $24,875,974 | 77,233 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $22,434,917 | 74,973 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $26,145,961 | 67,931 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $34,706,807 | 78,786 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $25,720,643 | 75,277 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $25,262,771 | 71,808 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $23,542,660 | 70,105 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $19,705,244 | 69,392 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $16,103,093 | 68,419 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $4,068,395 | 19,695 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,844,476 | 25,601 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||