Fourth Sail Capital LP

Position in VMC — Vulcan Materials CO

CIK 1803158 GRAND CAYMAN, E9

Position in VMC

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$16,019,043

New position

Shares Held

54,300

first reported quarter

Ownership

0.042%

of shares outstanding

% of Portfolio

2.43%

of 13F equity value

Holder Rank

#169

of 1,065 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Basic Materials · as of Jun 30, 2026

Fourth Sail Capital LP holds $53,613,857 across 3 Building Materials names. VMC ranks #2 (29.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LOMA	Loma Negra Compania Industrial Argentina Sociedad Anonima	1,923,486	$22,023,914
2	VMC	Vulcan Materials CO This page	54,300	$16,019,043
3	MLM	Martin Marietta Materials Inc	27,000	$15,570,900

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,019,043	54,300	—	Shares	Sole	2026-08-05
No filing history on record for this holder in this stock.