Position in VMC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$63,420,659
+$13,972,613 QoQ
Shares Held
214,978
+18.4% QoQ
Ownership
0.166%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#80
of 1,067 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VMC Over Time
Shares Held
Position Value (USD)
Position in Building Materials
Basic Materials · as of Jun 30, 2026SUVRETTA CAPITAL MANAGEMENT, LLC holds $78,414,859 across 2 Building Materials names. VMC ranks #1 (80.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMC |
Vulcan Materials CO
This page
|
214,978 | $63,420,659 | |
| 2 | MLM |
Martin Marietta Materials Inc
|
26,000 | $14,994,200 |
All Filings in VMC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,420,659 | 214,978 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $49,448,046 | 181,594 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||