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Martin Marietta Materials, Inc.

MLM Materials
$507.36 +$4.88 (0.97%)
Market Cap: $36.22 B
Gurus Holding
10
Popularity Rank
#488
% of Shares Held
3.42%
Net Activity (Q2 2026)
+$739.06 M

Guru Ownership Trend

Guru Analysis for Martin Marietta Materials, Inc. (MLM)

Martin Marietta Materials, Inc. (MLM), a key player in the Materials sector, continues to attract institutional attention.

As of Q2 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.23 B.

Top institutional holders include Chris Hohn and Tom Russo.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $739.06 M net inflow during the quarter.

Recent activity highlights Chris Hohn who opened a new position. Conversely, Jefferies Group reduced exposure by 70.7%.

Key Holders

Top 5 by Value

$758.42 M
$406.78 M
$38.64 M
$27.32 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$790.72 M
Total Buy Value
New Buys 2
Additions 5
-$51.67 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
4
Net Buyers
7

FAQs for Martin Marietta Materials, Inc. (MLM)

Major holders include Chris Hohn ($758.42 M), Tom Russo ($406.78 M), Diamond Hill Capital ($123.36 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 2.43 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $739.06 M, with 7 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited MLM. The total reported sell value was $51.67 M.

Yes, 2 managers opened new positions in MLM, and 5 increased their existing holdings. The total reported buy value was $790.72 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.44% New Buy 1,315,109 $758.42 M Q2 2026
4.56% Reduce -1.4% 705,367 $406.78 M Q2 2026
0.99% Reduce -26.0% 213,905 $123.36 M Q2 2026
0.01% Add 2.4% 67,001 $38.64 M Q2 2026
1.89% Add 19.1% 47,370 $27.32 M Q2 2026
0.05% Add 66.9% 36,670 $21.15 M Q2 2026
0.03% New Buy 31,894 $18.39 M Q2 2026
0.01% Add 2.5% 9,516 $5.49 M Q2 2026
0.00% Add 1.7% 2,694 $1.55 M Q2 2026
0.01% Reduce -70.7% 1,624 $936,561 Q2 2026
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SEC Form