Wallace Weitz's MLM Position Overview
Wallace Weitz (via Weitz Investment Management, Inc.) currently holds 41,275 shares of Martin Marietta Materials, Inc. (MLM) worth $26.01 M, representing 1.41% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Wallace Weitz has maintained a long-term strategic position in MLM, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2013, adding 164,901 shares. Largest reduction occurred in Q3 2017, reducing 694,180 shares.
Analysis based on 13F filings available since 2013 Q2
Wallace Weitz's Martin Marietta Materials (MLM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Martin Marietta Materials (MLM) Trades by Wallace Weitz
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +658,601 | Add 0.00% | 658,600 | $98.42 |
| Q3 2013 | +55,070 | Add 8.36% | 713,670 | $98.17 |
| Q4 2013 | +164,901 | Add 23.11% | 878,571 | $99.94 |
| Q1 2014 | -82,011 | Reduce 9.33% | 796,560 | $128.35 |
| Q2 2014 | -23,185 | Reduce 2.91% | 773,375 | $132.05 |
| Q3 2014 | -13,112 | Reduce 1.70% | 760,263 | $128.94 |
| Q4 2014 | +13,809 | Add 1.82% | 774,072 | $110.32 |
| Q1 2015 | -956 | Reduce 0.12% | 773,116 | $139.80 |
| Q2 2015 | -72,436 | Reduce 9.37% | 700,680 | $141.51 |
| Q3 2015 | -700,680 | Sold Out | 700,680 | $0.00 |
| Q3 2017 | +6,500 | New Buy | 6,500 | $206.15 |
| Q3 2018 | +1,000 | Add 15.38% | 7,500 | $182.00 |
| Q4 2018 | +59,630 | Add 795.07% | 67,130 | $171.88 |
| Q1 2019 | -1,100 | Reduce 1.64% | 66,030 | $201.18 |
| Q3 2019 | -2,500 | Reduce 3.79% | 63,530 | $274.11 |
| Q1 2020 | -9,100 | Reduce 14.32% | 54,430 | $189.23 |
| Q2 2020 | +16,020 | Add 29.43% | 70,450 | $206.57 |
| Q4 2021 | -4,268 | Reduce 6.06% | 66,182 | $440.51 |
| Q1 2022 | +1,068 | Add 1.61% | 67,250 | $384.89 |
| Q2 2022 | +1,800 | Add 2.68% | 69,050 | $299.25 |
| Q4 2022 | -3,000 | Reduce 4.34% | 66,050 | $337.97 |
| Q1 2023 | +500 | Add 0.76% | 66,550 | $355.06 |
| Q2 2023 | -450 | Reduce 0.68% | 66,100 | $461.69 |
| Q3 2023 | -4,100 | Reduce 6.20% | 62,000 | $410.48 |
| Q4 2023 | -12,700 | Reduce 20.48% | 49,300 | $498.91 |
| Q1 2024 | -8,625 | Reduce 17.49% | 40,675 | $613.94 |
| Q1 2025 | +600 | Add 1.48% | 41,275 | $478.13 |
Wallace Weitz's Martin Marietta Materials Investment FAQs
Wallace Weitz first purchased Martin Marietta Materials, Inc. (MLM) in Q2 2013, acquiring 658,600 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Wallace Weitz has held Martin Marietta Materials, Inc. (MLM) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Wallace Weitz's largest addition to Martin Marietta Materials, Inc. (MLM) was in Q2 2013, adding 658,600 shares worth $64.82 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Wallace Weitz's firm, Weitz Investment Management, Inc., owns 41,275 shares of Martin Marietta Materials, Inc. (MLM), valued at approximately $26.01 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Martin Marietta Materials, Inc. (MLM) represents approximately 1.41% of Wallace Weitz's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Wallace Weitz's peak holding in Martin Marietta Materials, Inc. (MLM) was 878,571 shares, as reported at the end of Q4 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.