Position in VMC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$91,010,585
-$8,106,615 QoQ
Shares Held
308,500
-15.2% QoQ
Ownership
0.238%
of shares outstanding
% of Portfolio
1.77%
of 13F equity value
Holder Rank
#62
of 1,067 holders
Holding Since
Mar 2023
12 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, 2026Skye Global Management LP holds $236,338,985 across 2 Building Materials names. VMC ranks #2 (38.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MLM |
Martin Marietta Materials Inc
|
252,000 | $145,328,400 | |
| 2 | VMC |
Vulcan Materials CO
This page
|
308,500 | $91,010,585 |
All Filings in VMC
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $91,010,585 | 308,500 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $99,117,200 | 364,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $124,926,360 | 438,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $134,737,560 | 438,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $125,845,650 | 482,500 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $116,183,400 | 498,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $110,094,440 | 428,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $39,067,080 | 156,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $18,899,680 | 76,000 | Shares | Sole | 2024-08-14 | |
| 2023-09-30 | $7,636,356 | 37,800 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,933,840 | 48,500 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $12,266,540 | 71,500 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||