ALKEON CAPITAL MANAGEMENT LLC

Position in VMC — Vulcan Materials CO

CIK 1230239 New York, NY

Back to VMC Full portfolio

Position in VMC

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$402,635,305

-$19,104,106 QoQ

Shares Held

1,478,646

0.0% QoQ

Ownership

1.14%

of shares outstanding

% of Portfolio

1.90%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 84% Shared 16% None 0%

Common Shares in VMC Over Time

Shares Held

Position Value (USD)

Position in Building Materials

Basic Materials · as of Mar 31, 2026

ALKEON CAPITAL MANAGEMENT LLC holds $1,058,081,890 across 3 Building Materials names. VMC ranks #2 (38.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MLM	Martin Marietta Materials Inc	747,351	$439,950,586
2	VMC	Vulcan Materials CO This page	1,478,646	$402,635,305
3	CRH	Crh Public Ltd Co	2,050,000	$215,495,999

All Filings in VMC

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$402,635,305	1,478,646	0.0%	Shares	Sole	2026-05-15
2025-12-31	$421,739,411	1,478,646	0.0%	Shares	Sole	2026-02-17
2025-09-30	$454,861,081	1,478,646	0.0%	Shares	Defined	2025-11-14
2025-06-30	$385,660,448	1,478,646	+10.5%	Shares	Defined	2025-08-14
2025-03-31	$312,236,121	1,338,346	+4.4%	Shares	Defined	2025-05-15
2024-12-31	$329,769,116	1,282,001	+54.1%	Shares	Defined	2025-02-14
2024-09-30	$208,358,010	832,001	-0.1%	Shares	Other	2024-11-14
2024-06-30	$207,097,967	832,789	+5.7%	Shares	Other	2024-08-14
2024-03-31	$215,003,373	787,789	+18.0%	Shares	Other	2024-05-15
2023-12-31	$151,594,779	667,789	-6.7%	Shares	Other	2024-02-14
2023-09-30	$144,600,460	715,773	-0.1%	Shares	Sole	2023-11-14
2023-06-30	$161,491,012	716,337	+39.0%	Shares	Other	2023-08-14
2023-03-31	$88,406,411	515,309	-12.9%	Shares	Sole	2023-05-15
2022-12-31	$103,628,346	591,790	-12.4%	Shares	Other	2023-02-14
2022-09-30	$106,503,770	675,314	-34.5%	Shares	Other	2022-11-10
2022-06-30	$146,433,623	1,030,497	+39.0%	Shares	Sole	2022-08-15
2022-03-31	$136,180,850	741,322	+4.4%	Shares	Other	2022-05-16
2021-12-31	$147,327,828	709,740	-27.9%	Shares	Sole	2022-02-14
2021-09-30	$166,578,617	984,740	-0.1%	Shares	Other	2021-11-15
2021-06-30	$171,655,474	986,129	+11.3%	Shares	Sole	2021-08-16
2021-03-31	$149,534,268	886,129	+8.7%	Shares	Other	2021-05-17
2020-12-31	$120,944,876	815,487	-10.9%	Shares	Other	2021-02-16
2020-09-30	$124,085,107	915,487	+8.9%	Shares	Sole	2020-11-16
2020-06-30	$97,370,418	840,487	-5.6%	Shares	Sole	2020-08-14
2020-03-31	$96,234,929	890,487	—	Shares	Other	2020-05-15
No filing history on record for this holder in this stock.