LONDON CO OF VIRGINIA

Position in VMC — Vulcan Materials CO

CIK 1259887 RICHMOND, VA

Position in VMC

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

Position Value

$159,287,603

-$25,125,951 QoQ

Shares Held

584,971

-9.5% QoQ

Ownership

0.451%

of shares outstanding

% of Portfolio

1.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Basic Materials · as of Mar 31, 2026

LONDON CO OF VIRGINIA holds $275,333,799 across 3 Building Materials names. VMC ranks #1 (57.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VMC	Vulcan Materials CO This page	584,971	$159,287,603
2	MLM	Martin Marietta Materials Inc	189,623	$111,627,267
3	CRH	Crh Public Ltd Co	42,037	$4,418,929

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$159,287,603	584,971	-9.5%	Shares	Sole	2026-05-15
2025-12-31	$184,413,554	646,566	-6.2%	Shares	Sole	2026-02-17
2025-09-30	$212,154,747	689,665	-4.6%	Shares	Sole	2025-11-14
2025-06-30	$188,599,985	723,104	-4.1%	Shares	Sole	2025-08-14
2025-03-31	$175,886,036	753,905	-4.1%	Shares	Sole	2025-05-15
2024-12-31	$202,133,134	785,807	-0.6%	Shares	Sole	2025-02-14
2024-09-30	$197,901,305	790,246	+2.1%	Shares	Sole	2024-11-14
2024-06-30	$192,432,811	773,817	-11.7%	Shares	Sole	2024-08-14
2024-03-31	$239,071,642	875,977	-19.7%	Shares	Sole	2024-05-15
2023-12-31	$247,585,505	1,090,637	+1.7%	Shares	Sole	2024-02-14
2023-09-30	$216,572,106	1,072,033	+1.1%	Shares	Sole	2023-11-14
2023-06-30	$239,075,738	1,060,485	-5.9%	Shares	Sole	2023-08-14
2023-03-31	$193,339,198	1,126,948	-0.8%	Shares	Sole	2023-05-15
2022-12-31	$198,988,700	1,136,364	-1.4%	Shares	Sole	2023-02-14
2022-09-30	$181,740,745	1,152,373	-0.6%	Shares	Sole	2022-11-14
2022-06-30	$164,709,957	1,159,113	-1.3%	Shares	Sole	2022-08-15
2022-03-31	$215,691,722	1,174,152	+1.4%	Shares	Sole	2022-05-16
2021-12-31	$240,357,919	1,157,905	-3.9%	Shares	Sole	2022-02-14
2021-09-30	$203,893,284	1,205,328	-5.6%	Shares	Sole	2021-11-15
2021-06-30	$222,169,370	1,276,322	+2.7%	Shares	Sole	2021-08-16
2021-03-31	$209,752,200	1,242,976	+0.6%	Shares	Sole	2021-05-14
2020-12-31	$183,206,156	1,235,292	+4.1%	Shares	Sole	2021-02-16
2020-09-30	$160,808,993	1,186,432	+7.5%	Shares	Sole	2020-11-13
2020-06-30	$127,802,707	1,103,174	+26.3%	Shares	Sole	2020-08-14
2020-03-31	$94,431,457	873,799	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.