Guru Ownership Trend
Guru Analysis for Vulcan Materials Company (VMC)
Vulcan Materials Company (VMC), a key player in the Materials sector, continues to attract institutional attention.
As of Q2 2026, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.7 B.
Top institutional holders include Chris Hohn and John Armitage.
Notably, John Armitage has expressed high conviction in this stock, allocating 5.62% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $879.82 M net inflow during the quarter.
Recent activity highlights Chris Hohn who opened a new position. Conversely, Renaissance Technologies (RenTech) reduced exposure by 98.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Vulcan Materials Company (VMC)
Major holders include Chris Hohn ($721.89 M), John Armitage ($581.67 M), Lee Ainslie ($188 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 6.04 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $879.82 M, with 6 managers increasing positions and 7 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 3 fully exited VMC. The total reported sell value was $127.94 M.
Yes, 3 managers opened new positions in VMC, and 3 increased their existing holdings. The total reported buy value was $1.01 B.
