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NYSE · Industrials

MARTIN MARIETTA MATLS INC MLM

Martin Marietta Materials, Inc., a natural resource-based building materials company, supplies aggregates and heavy-side building materials to the construction industry in the United States and internationally. It operates through East Group and West Group segments. The company offers crushed stone, sand, and gravel products; ready mixed concrete and asphalt; and paving products and services for use in the infrastructure projects, and nonresidential and residential construction projects, as well as in the railroad, agricultural, utility, and environmental industries.

Sources StockAnalysis company profile stockanalysis.com
Mining & Quarrying of Nonmetallic Minerals (No Fuels)

Company profile

Business mix

  • It operates through East Group and West Group segments.
  • It also produces magnesia-based chemicals products, and dolomitic lime primarily to customers for steel production and soil stabilization.
  • Its chemical products are used in flame retardants, wastewater treatment, pulp and paper production, and other applications.
  • The company was founded in 1939 and is based in Raleigh, North Carolina.

Current key questions

  • Can demand and competitive position in building materials support revenue growth and margins?
  • Which input costs, regulation, customer concentration, or execution risks matter most for earnings quality?
  • Does capital allocation improve long-term free cash flow and per-share value?
Holders 5 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 36.05 FCF 2.99% Buyback 1.47%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baillie Gifford legacy James Anderson 0.7% $640.1M 2026-03-31
Alkeon Capital Management 0.7% $440.0M 2026-03-31
Gardner Russo & Quinn Thomas Russo 5.0% $421.1M 2026-03-31
Weitz Investment Management Wallace Weitz 1.6% $23.4M 2026-03-31
Stockbridge Partners 0.5% $19.0M 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 2 Last 4 13F filing periods
Net reducers 4 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $19.6M Estimated from net added shares
Reduction amount $309.0M Estimated from net reduced shares
Net share change / base shares -15.8% -491,710 / 3,114,310
Eagle Capital Management 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -0.0% 13F value change +$23.5M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -1.4% 13F value change +$24.2M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -2.4% 13F value change -$7.4M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -99.9% 13F value change -$199.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 333,316 Last 4 periods -332,846 (-99.9%) Total shares 470 Value $276,514
Alkeon Capital Management 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor increase Shares 4.2% 13F value change +$72.1M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -6.9% 13F value change +$30.6M
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 770,351 Last 4 periods -23,000 (-3.0%) Total shares 747,351 Value $440.0M
Stockbridge Partners 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$19.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +32,213 (New) Total shares 32,213 Value $19.0M
Weitz Investment Management Wallace Weitz 4 filing periods
13F 2025-06-30 Filed 2025-08-12
Unchanged Shares 0.0% 13F value change $0
13F 2025-09-30 Filed 2025-11-10
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-12
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-14
Minor reduction Shares -3.6% 13F value change -$2.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 41,275 Last 4 periods -1,500 (-3.6%) Total shares 39,775 Value $23.4M
Gardner Russo & Quinn Thomas Russo 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Minor reduction Shares -0.2% 13F value change +$49.8M
13F 2025-09-30 Filed 2025-11-12
Minor reduction Shares -3.5% 13F value change +$42.1M
13F 2025-12-31 Filed 2026-02-12
Minor increase Shares 5.7% 13F value change +$19.1M
13F 2026-03-31 Filed 2026-05-13
Minor reduction Shares -1.5% 13F value change -$31.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-13
Base shares 714,252 Last 4 periods +1,159 (+0.2%) Total shares 715,411 Value $421.1M
Baillie Gifford legacy James Anderson 4 filing periods
13F 2025-06-30 Filed 2025-08-06
Minor reduction Shares -1.9% 13F value change +$75.6M
13F 2025-09-30 Filed 2025-10-31
Minor reduction Shares -2.9% 13F value change +$77.9M
13F 2025-12-31 Filed 2026-01-23
Minor reduction Shares -3.0% 13F value change -$31.8M
13F 2026-03-31 Filed 2026-05-08
Minor reduction Shares -6.2% 13F value change -$81.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 1,255,116 Last 4 periods -167,736 (-13.4%) Total shares 1,087,380 Value $640.1M

Recent mentions

No public mentions.