Position in SMID
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$34,611
-$3,945 QoQ
Shares Held
1,064
+0.3% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SMID Over Time
Shares Held
Position Value (USD)
Position in Building Materials
Basic Materials · as of Mar 31, 2026CWM, LLC holds $15,459,896 across 12 Building Materials names. SMID ranks #10 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRH |
Crh Public Ltd Co
|
59,855 | $6,291,957 | |
| 2 | VMC |
Vulcan Materials CO
|
16,035 | $4,366,330 | |
| 3 | MLM |
Martin Marietta Materials Inc
|
4,428 | $2,606,675 | |
| 4 | EXP |
Eagle Materials Inc
|
3,978 | $753,632 | |
| 5 | USLM |
United States Lime & Minerals Inc
|
3,853 | $503,240 | |
| 6 | CX |
Cemex Sab De CV
|
41,949 | $479,896 | |
| 7 | KNF |
Knife River Corp
|
3,402 | $277,773 | |
| 8 | TTAM |
Titan America SA
|
5,342 | $80,023 |
All Filings in SMID
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,611 | 1,064 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $38,556 | 1,061 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $39,261 | 1,064 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,550 | 76 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,858 | 92 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,600 | 36 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,268 | 38 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||