Position in SMID
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$29
-$36 QoQ
Shares Held
1
-50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#53
of 54 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SMID Over Time
Shares Held
Position Value (USD)
Position in Building Materials
Basic Materials · as of Jun 30, 2026Essential Partners LLC holds $338,635 across 9 Building Materials names. SMID ranks #9 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXP |
Eagle Materials Inc
|
590 | $132,750 | |
| 2 | VMC |
Vulcan Materials CO
|
322 | $94,993 | |
| 3 | CRH |
Crh Public Ltd Co
|
660 | $70,620 | |
| 4 | MLM |
Martin Marietta Materials Inc
|
42 | $24,221 | |
| 5 | USLM |
United States Lime & Minerals Inc
|
66 | $6,908 | |
| 6 | KNF |
Knife River Corp
|
71 | $5,939 | |
| 7 | TTAM |
Titan America SA
|
110 | $2,052 | |
| 8 | TGLS |
Tecnoglass Holdings Inc.
|
24 | $1,123 |
All Filings in SMID
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29 | 1 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $65 | 2 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $72 | 2 | Shares | Sole | 2026-05-21 | |
| 2025-09-30 | $73 | 2 | Shares | Sole | 2026-05-21 | |
| 2025-06-30 | $33 | 1 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||