Tom Russo's MLM Position Overview
Tom Russo (via Gardner Russo & Quinn LLC) currently holds 726,612 shares of Martin Marietta Materials, Inc. (MLM) worth $452.43 M, representing 4.88% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 quarters.
Based on 13F filings since 2013, Tom Russo has maintained a long-term strategic position in MLM, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2017, adding 268,198 shares. Largest reduction occurred in Q4 2016, reducing 254,997 shares.
Analysis based on 13F filings available since 2013 Q2
Tom Russo's Martin Marietta Materials (MLM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Martin Marietta Materials (MLM) Trades by Tom Russo
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +39,075 | Add 5.68% | 726,612 | $622.66 |
| Q3 2025 | -25,242 | Reduce 3.54% | 687,537 | $630.28 |
| Q2 2025 | -1,473 | Reduce 0.21% | 712,779 | $548.96 |
| Q1 2025 | +7,242 | Add 1.02% | 714,252 | $478.13 |
| Q4 2024 | -43,062 | Reduce 5.74% | 707,010 | $516.50 |
| Q3 2024 | -13,987 | Reduce 1.83% | 750,072 | $538.25 |
| Q2 2024 | -23,421 | Reduce 2.97% | 764,059 | $541.80 |
| Q1 2024 | -153,088 | Reduce 16.28% | 787,480 | $613.94 |
| Q4 2023 | -18,195 | Reduce 1.90% | 940,568 | $498.91 |
| Q3 2023 | -14,757 | Reduce 1.52% | 958,763 | $410.48 |
| Q2 2023 | -27,818 | Reduce 2.78% | 973,520 | $461.69 |
| Q1 2023 | -9,065 | Reduce 0.90% | 1 M | $355.06 |
| Q4 2022 | -57,380 | Reduce 5.37% | 1.01 M | $337.97 |
| Q3 2022 | -12,044 | Reduce 1.12% | 1.07 M | $322.09 |
| Q2 2022 | -13,144 | Reduce 1.20% | 1.08 M | $299.24 |
| Q1 2022 | -75,707 | Reduce 6.48% | 1.09 M | $384.89 |
| Q4 2021 | -23,619 | Reduce 1.98% | 1.17 M | $440.52 |
| Q3 2021 | -43,478 | Reduce 3.52% | 1.19 M | $341.68 |
| Q2 2021 | -34,775 | Reduce 2.74% | 1.24 M | $351.81 |
| Q1 2021 | -125,283 | Reduce 8.98% | 1.27 M | $335.82 |
| Q4 2020 | -105,105 | Reduce 7.00% | 1.4 M | $283.97 |
| Q3 2020 | -62,998 | Reduce 4.03% | 1.5 M | $235.36 |
| Q2 2020 | -85,880 | Reduce 5.21% | 1.56 M | $206.57 |
| Q1 2020 | -37,438 | Reduce 2.22% | 1.65 M | $189.23 |
| Q4 2019 | -50,423 | Reduce 2.90% | 1.69 M | $279.64 |
| Q3 2019 | -56,773 | Reduce 3.16% | 1.74 M | $274.10 |
| Q2 2019 | -58,720 | Reduce 3.17% | 1.79 M | $230.11 |
| Q1 2019 | -91,767 | Reduce 4.72% | 1.85 M | $201.18 |
| Q4 2018 | -42,343 | Reduce 2.13% | 1.94 M | $171.87 |
| Q3 2018 | -3,908 | Reduce 0.20% | 1.99 M | $181.95 |
| Q2 2018 | -24,410 | Reduce 1.21% | 1.99 M | $223.33 |
| Q1 2018 | +3,841 | Add 0.19% | 2.02 M | $207.30 |
| Q4 2017 | -22,394 | Reduce 1.10% | 2.01 M | $221.04 |
| Q3 2017 | +268,198 | Add 15.19% | 2.03 M | $206.23 |
| Q2 2017 | -13,719 | Reduce 0.77% | 1.77 M | $222.58 |
| Q1 2017 | -34,667 | Reduce 1.91% | 1.78 M | $218.25 |
| Q4 2016 | -254,997 | Reduce 12.32% | 1.81 M | $221.53 |
| Q3 2016 | -16,222 | Reduce 0.78% | 2.07 M | $179.11 |
| Q2 2016 | -18,085 | Reduce 0.86% | 2.09 M | $192.00 |
| Q1 2016 | +1,170 | Add 0.06% | 2.1 M | $159.51 |
| Q4 2015 | +31,946 | Add 1.54% | 2.1 M | $136.58 |
| Q3 2015 | -25,881 | Reduce 1.23% | 2.07 M | $151.95 |
| Q2 2015 | +17,825 | Add 0.86% | 2.1 M | $141.51 |
| Q1 2015 | +30,665 | Add 1.50% | 2.08 M | $139.80 |
| Q4 2014 | +72,309 | Add 3.66% | 2.05 M | $110.32 |
| Q3 2014 | +3,197 | Add 0.16% | 1.98 M | $128.94 |
| Q2 2014 | -20,190 | Reduce 1.01% | 1.97 M | $132.05 |
| Q1 2014 | +61,040 | Add 3.16% | 1.99 M | $128.35 |
| Q4 2013 | +145,502 | Add 8.15% | 1.93 M | $99.94 |
| Q3 2013 | +48,555 | Add 2.79% | 1.79 M | $98.17 |
| Q2 2013 | +1.74 M | Add 0.00% | 1.74 M | $98.42 |
Tom Russo's Martin Marietta Materials Investment FAQs
Tom Russo first purchased Martin Marietta Materials, Inc. (MLM) in Q2 2013, acquiring 1,737,505 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tom Russo has held Martin Marietta Materials, Inc. (MLM) for 51 quarters since Q2 2013.
Tom Russo's largest addition to Martin Marietta Materials, Inc. (MLM) was in Q2 2013, adding 1,737,505 shares worth $171 M.
According to the latest 13F filing for Q4 2025, Tom Russo's firm, Gardner Russo & Quinn LLC, owns 726,612 shares of Martin Marietta Materials, Inc. (MLM), valued at approximately $452.43 M.
As of the Q4 2025 filing, Martin Marietta Materials, Inc. (MLM) represents approximately 4.88% of Tom Russo's publicly disclosed stock portfolio, making it one of their key holdings.
Tom Russo's peak holding in Martin Marietta Materials, Inc. (MLM) was 2,103,643 shares, as reported at the end of Q1 2016.