Position in VMC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$114,261,436
+$8,979,319 QoQ
Shares Held
419,616
+13.7% QoQ
Ownership
0.323%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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 Mar 31, 2026London & Capital Asset Management Ltd holds $215,237,907 across 2 Building Materials names. VMC ranks #1 (53.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMC |
Vulcan Materials CO
This page
|
419,616 | $114,261,436 | |
| 2 | EXP |
Eagle Materials Inc
|
532,998 | $100,976,471 |
All Filings in VMC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $114,261,436 | 419,616 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $105,282,117 | 369,126 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $33,249,722 | 108,087 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $22,311,064 | 85,542 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,349,645 | 18,644 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||