DF DENT & CO INC

Position in VMC — Vulcan Materials CO

CIK 934999 BALTIMORE, MD

Position in VMC

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$148,025,819

-$63,310,221 QoQ

Shares Held

543,613

-26.6% QoQ

Ownership

0.419%

of shares outstanding

% of Portfolio

3.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Basic Materials · as of Mar 31, 2026

DF DENT & CO INC holds $162,179,817 across 2 Building Materials names. VMC ranks #1 (91.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	VMC	Vulcan Materials CO This page	543,613	$148,025,819
2	EXP	Eagle Materials Inc	74,711	$14,153,998

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$148,025,819	543,613	-26.6%	Shares	Sole	2026-05-15
2025-12-31	$211,336,040	740,958	-11.4%	Shares	Sole	2026-02-17
2025-09-30	$257,248,455	836,254	-4.9%	Shares	Sole	2025-11-14
2025-06-30	$229,436,572	879,674	-4.4%	Shares	Sole	2025-08-14
2025-03-31	$214,679,160	920,185	-4.6%	Shares	Sole	2025-05-15
2024-12-31	$248,070,039	964,390	-2.0%	Shares	Sole	2025-02-12
2024-09-30	$246,563,611	984,561	-0.8%	Shares	Sole	2024-11-15
2024-06-30	$246,736,565	992,185	-6.9%	Shares	Sole	2024-08-14
2024-03-31	$290,885,231	1,065,826	-4.7%	Shares	Sole	2024-05-15
2023-12-31	$253,934,975	1,118,607	-2.4%	Shares	Sole	2024-02-14
2023-09-30	$231,642,394	1,146,631	-4.1%	Shares	Sole	2023-11-14
2023-06-30	$269,662,986	1,196,163	-2.2%	Shares	Sole	2023-08-14
2023-03-31	$209,768,985	1,222,715	+15.7%	Shares	Sole	2023-05-15
2022-12-31	$185,135,397	1,057,252	+1.6%	Shares	Sole	2023-02-15
2022-09-30	$164,143,779	1,040,795	-2.3%	Shares	Sole	2022-11-14
2022-06-30	$151,330,105	1,064,955	-1.5%	Shares	Sole	2022-08-15
2022-03-31	$198,657,956	1,081,426	-24.7%	Shares	Sole	2022-05-16
2021-12-31	$298,104,807	1,436,096	-16.2%	Shares	Sole	2022-02-14
2021-09-30	$290,006,212	1,714,390	+4.0%	Shares	Sole	2021-11-15
2021-06-30	$286,953,524	1,648,495	-0.0%	Shares	Sole	2021-08-16
2021-03-31	$278,232,300	1,648,784	+0.9%	Shares	Sole	2021-05-17
2020-12-31	$242,389,558	1,634,344	+4.1%	Shares	Sole	2021-02-16
2020-09-30	$212,709,021	1,569,345	+5.4%	Shares	Sole	2020-11-16
2020-06-30	$172,514,667	1,489,121	+1.8%	Shares	Sole	2020-08-14
2020-03-31	$158,069,558	1,462,659	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.