Position in VMC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$189,953,103
New position
Shares Held
643,887
first reported quarter
Ownership
0.496%
of shares outstanding
% of Portfolio
4.23%
of 13F equity value
Holder Rank
#40
of 1,065 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Building Materials
Basic Materials · as of Jun 30, 202659 North Capital Management, LP holds $313,451,101 across 2 Building Materials names. VMC ranks #1 (60.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMC |
Vulcan Materials CO
This page
|
643,887 | $189,953,103 | |
| 2 | MLM |
Martin Marietta Materials Inc
|
214,146 | $123,497,998 |
All Filings in VMC
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $189,953,103 | 643,887 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||