FIRST MANHATTAN CO. LLC.

Position in VMC — Vulcan Materials CO

CIK 728083 NEW YORK, NY

Position in VMC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,256,152

+$94,521 QoQ

Shares Held

4,258

-0.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#473

of 1,065 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Basic Materials · as of Jun 30, 2026

FIRST MANHATTAN CO. LLC. holds $193,109,426 across 4 Building Materials names. VMC ranks #4 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMRZ	Amrize Ltd	3,144,788	$167,617,200
2	MLM	Martin Marietta Materials Inc	35,200	$20,299,840
3	KNF	Knife River Corp	47,056	$3,936,234
4	VMC	Vulcan Materials CO This page	4,258	$1,256,152

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,256,152	4,258	-0.2%	Shares	Sole	2026-08-14
2026-03-31	$1,161,631	4,266	-13.5%	Shares	Sole	2026-05-15
2025-12-31	$1,406,705	4,932	-0.3%	Shares	Sole	2026-02-17
2025-09-30	$1,521,488	4,946	-2.0%	Shares	Sole	2025-11-14
2025-06-30	$1,316,097	5,046	-11.0%	Shares	Sole	2025-08-14
2025-03-31	$1,323,277	5,672	-4.5%	Shares	Sole	2025-05-15
2024-12-31	$1,527,174	5,937	0.0%	Shares	Sole	2025-02-14
2024-09-30	$1,486,802	5,937	0.0%	Shares	Sole	2024-11-14
2024-06-30	$1,476,413	5,937	-4.1%	Shares	Sole	2024-08-15
2024-03-31	$1,689,374	6,190	-4.2%	Shares	Sole	2024-05-15
2023-12-31	$1,466,711	6,461	-1.1%	Shares	Sole	2024-02-13
2023-09-30	$1,320,402	6,536	+3.1%	Shares	Sole	2023-11-14
2023-06-30	$1,429,064	6,339	-27.5%	Shares	Sole	2023-08-14
2023-03-31	$1,499,262	8,739	-4.1%	Shares	Sole	2023-05-15
2022-12-31	$1,596,477	9,117	+0.3%	Shares	Sole	2023-02-14
2022-09-30	$1,433,426	9,089	0.0%	Shares	Sole	2022-11-14
2022-06-30	$1,291,546	9,089	-0.1%	Shares	Sole	2022-08-15
2022-03-31	$1,670,935	9,096	0.0%	Shares	Sole	2022-05-16
2021-12-31	$1,888,147	9,096	-0.3%	Shares	Sole	2022-02-14
2021-09-30	$1,543,246	9,123	+0.4%	Shares	Sole	2021-11-15
2021-06-30	$1,582,296	9,090	+0.2%	Shares	Sole	2021-08-16
2021-03-31	$1,531,575	9,076	0.0%	Shares	Sole	2021-05-14
2020-12-31	$1,346,061	9,076	+0.5%	Shares	Sole	2021-02-16
2020-09-30	$1,224,468	9,034	+0.3%	Shares	Sole	2020-11-12
2020-06-30	$1,043,808	9,010	0.0%	Shares	Sole	2020-08-14
2020-03-31	$973,710	9,010	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.