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Which hedge funds own MLM? MARTIN MARIETTA MATLS INC, Q2 2026 13F holders

Basic MaterialsBuilding Materials

72 tracked hedge funds disclosed a position in MLM (MARTIN MARIETTA MATLS INC) in their Q2 2026 13F filings, worth $4.1bn in total. The largest holder by portfolio weight is RDST Capital LLC at 7.8% of its book. 25 opened a new position this quarter: Bornite Capital Management LP, 59 North Capital Management, LP, TCI Fund Management Ltd, Junto Capital Management LP. 14 exited: Drummond Knight Asset Management Pty Ltd, Coalescence Partners Investment Management, LP, Saraza Management, LP.

72
Holders
Tracked managers whose filing for the quarter reports a long equity position in the security.
25
New this quarter
Holders whose previous filing (at most two quarters earlier) did not report the security.
14
Exited this quarter
Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
$1.1bn
Inflow, new holders
Combined value of the positions the new holders reported for the quarter.
$58.7m
Outflow, exits
Combined value the exiting managers reported for the security in their previous filing.
$4.1bn
Combined value
Sum of the holders' reported positions in the security.
5.8%
Share of managers holding
Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.

Holders, Q2 2026

72 rows
RDST Capital LLC Hedge fund7.8%$94.3m163,550+72%added
Bluegrass Capital Partners LP Hedge fund6.4%$9.8m17,000+113%added
Bornite Capital Management LP Hedge fund4.7%$37.6m65,200–new
Obion Capital Management LP Hedge fund4.6%$5.4m9,443−5.0%reduced
Gardner Russo & Quinn (Tom Russo) Long-only investor4.6%$407m705,367−1.4%reduced
Hawk Ridge Capital Management LP Hedge fund4.4%$138m238,655+49%added
Bridger Management, LLC Hedge fund4.2%$6.4m11,055+45%added
Pelham Capital Ltd. Hedge fund3.2%$5.7m9,857−47%reduced
Select Equity Group, L.P. Hedge fund3.1%$583m1.01m−2.1%reduced
Skye Global Management LP Hedge fund2.8%$145m252,000−6.0%reduced
59 North Capital Management, LP Hedge fund2.7%$123m214,146–new
SailingStone Capital Partners LLC Hedge fund2.5%$13.3m23,147+204%added
Bislett Management, LLC Hedge fund2.0%$2.9m5,0000.0%held
Waratah Capital Advisors Ltd. Hedge fund1.8%$23.1m40,094−8.1%reduced
Findlay Park Partners Long-only investor1.6%$120m207,262+6.7%added
TCI Fund Management Ltd Hedge fund1.4%$758m1.32m–new
Alkeon Capital Management LLC Hedge fund1.4%$362m627,351−16%reduced
Sirios Capital Management L P Hedge fund1.3%$11.0m19,056+28%added
Junto Capital Management LP Hedge fund1.3%$71.2m123,546–new
ClearAlpha Technologies LP Hedge fund1.1%$633k1,097–new
Dockside LLC Hedge fund0.8%$3.6m6,166+3.0%added
Marnell Management LLC Hedge fund0.8%$1.5m2,651+78%added
Cinctive Capital Management LP Hedge fund0.7%$17.3m29,991–new
Symmetry Investments LP Hedge fund0.6%$5.2m9,046–new
D1 Capital Partners L.P. Hedge fund0.6%$199m345,060+6.9%added
Baillie Gifford Long-only investor0.5%$572m991,786−8.8%reduced
Teza Capital Management LLC Hedge fund0.5%$269k466–new
Stockbridge Partners LLC Hedge fund0.5%$24.5m42,450+32%added
Freestone Grove Partners LP Hedge fund0.5%$71.7m124,262–new
Interval Partners, LP Hedge fund0.4%$13.7m23,683−75%reduced
Corient IA LP Hedge fund0.4%$467k8100.0%held
Skylands Capital, LLC Hedge fund0.4%$3.3m5,805−0.1%held
Montanova Capital, LLC Hedge fund0.3%$15.0m26,000–new
Delta Global Management LP Hedge fund0.3%$2.4m4,230–new
Aquatic Capital Management LLC Hedge fund0.2%$5.2m8,989–new
Campbell & CO Investment Adviser LLC Hedge fund0.1%$2.4m4,096–new
Rothschild Capital Partners, LLC Hedge fund0.1%$561k9720.0%held
AlphaGrep UK Ltd Hedge fund0.1%$345k599–new
Fulcrum Asset Management LLP Hedge fund0.10%$984k1,693–new
ExodusPoint Capital Management, LP Hedge fund0.09%$10.1m17,535+260%added
Quantitative Investment Management, LLC Hedge fund0.08%$763k1,324–new
Oak Thistle LLC Hedge fund0.08%$804k1,395–new
Stevens Capital Management LP Hedge fund0.07%$280k485–new
West Family Investments, Inc. Family office0.07%$231k400–new
IFM Investors Pty Ltd Hedge fund0.06%$8.4m14,591+12%added
Graham Capital Management, L.P. Hedge fund0.06%$2.1m3,600+31%added
First Manhattan Long-only investor0.05%$20.3m35,200+0.4%held
Pin Oak Investment Advisors Inc Hedge fund0.03%$48.0k840.0%held
SummitTX Capital, L.P. Hedge fund0.03%$1.1m1,866−68%reduced
Renaissance Technologies LLC Hedge fund0.03%$18.4m31,894–new