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 13 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.43 B.
Top institutional holders include Chris Hohn and John Armitage.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $880.36 M net inflow during the quarter.
Recent activity highlights Jefferies Group who increased their stake by 135.0%. Conversely, John Armitage reduced exposure by 48.9%.
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 ($246.57 M), Lee Ainslie ($188 M). According to the latest reported data, 13 tracked investment managers collectively hold approximately 5.11 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $880.36 M, with 7 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 4 increased their existing holdings. The total reported buy value was $1.01 B.