Jeremy Grantham's MLM Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 476,741 shares of Martin Marietta Materials, Inc. (MLM) worth $228.75 M, representing 0.49% of the portfolio. First purchased in 2013-Q2, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in MLM, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2026, adding 467,225 shares. Largest reduction occurred in Q1 2014, reducing 67,597 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Martin Marietta Materials (MLM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Martin Marietta Materials (MLM) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2026 | +467,225 | Add 4909.89% | 476,741 | $479.81 |
| Q2 2026 | +232 | Add 2.50% | 9,516 | $576.71 |
| Q1 2026 | -340 | Reduce 3.53% | 9,284 | $588.69 |
| Q4 2025 | +9,624 | New Buy | 9,624 | $622.66 |
| Q1 2025 | -5,014 | Sold Out | 0 | $0.00 |
| Q4 2024 | +5,014 | New Buy | 5,014 | $516.50 |
| Q1 2014 | -67,597 | Sold Out | 0 | $0.00 |
| Q2 2013 | +67,597 | Add 0.00% | 67,597 | $98.42 |
Jeremy Grantham's Martin Marietta Materials Investment FAQs
Jeremy Grantham first purchased Martin Marietta Materials, Inc. (MLM) in Q2 2013, acquiring 67,597 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Martin Marietta Materials, Inc. (MLM) for 10 quarters since Q2 2013.
Jeremy Grantham's largest addition to Martin Marietta Materials, Inc. (MLM) was in Q3 2026, adding 476,741 shares worth $228.75 M.
According to the latest 13F filing for Q3 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 476,741 shares of Martin Marietta Materials, Inc. (MLM), valued at approximately $228.75 M.
As of the Q3 2026 filing, Martin Marietta Materials, Inc. (MLM) represents approximately 0.49% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Martin Marietta Materials, Inc. (MLM) was 476,741 shares, as reported at the end of Q3 2026.