Guru Ownership Trend
Guru Analysis for 馬丁-瑪麗埃塔材料 (MLM)
馬丁-瑪麗埃塔材料 (MLM), a key player in the 材料 sector, continues to attract institutional attention.
As of Q3 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $924.86 M.
Top institutional holders include 湯姆·魯索 and 鑽石山資本.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $34.42 M net outflow during the quarter.
Recent activity highlights 喬爾·葛林布雷 who increased their stake by 248.9%. Conversely, 鑽石山資本 reduced exposure by 9.4%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 4.65% | Reduce -3.5% | 687,537 | $433.34 M | Q3 2025 | |
| 1.74% | Reduce -9.4% | 581,935 | $366.78 M | Q3 2025 | |
| 0.04% | Add 35.5% | 90,248 | $56.73 M | Q3 2025 | |
| 1.41% | 41,275 | $26.01 M | Q3 2025 | ||
| 0.04% | Add 248.9% | 14,815 | $9.34 M | Q3 2025 | |
| 0.00% | New Buy | 1,855 | $1.17 M | Q3 2025 | |
| 0.00% | Add 17.8% | 556 | $350,436 | Q3 2025 | |
| 0.00% | New Buy | 383 | $241,894 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for 馬丁-瑪麗埃塔材料 (MLM)
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $34.42 M, with 5 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited MLM. The total reported sell value was $57.41 M.
Yes, 2 managers opened new positions in MLM, and 3 increased their existing holdings. The total reported buy value was $22.99 M.