VMC · CUSIP 929160109
VULCAN MATLS CO
Reported by 6 of 79 curated managers in Q2 2026, in the holdings snapshot last exported 2026-08-24.
- Managers holding
- 6
- Average portfolio weight
- 2.1%
- Combined reported value
- $1.6B
- Research group
- 79
6 of the 79 superinvestors Shameless Cloning tracks reported VULCAN MATLS CO (VMC) in their Q2 2026 13F filings, worth $1.6B combined, at an average 2.1% of their portfolios. The largest positions by portfolio weight belong to John Armitage (5.6%), Wallace Weitz (4.2%), Lee Ainslie (1.7%).
Reporting managers
This is a historical 13F snapshot, not a live shareholder register. The count covers all matched managers; dashboard rankings use only those with at least 95% coverage. Reported value is measured at filing quarter-end, not at today's price.
| Manager / SEC filer | % of portfolio | Reported value |
|---|---|---|
| John ArmitageEgerton Capital (UK) LLP | 5.6% | $581.7M |
| Wallace WeitzWEITZ INVESTMENT MANAGEMENT, INC. | 4.2% | $60.1M |
| Lee AinslieMAVERICK CAPITAL LTD | 1.7% | $188.0M |
| Chris HohnTCI FUND MANAGEMENT LTD | 1.4% | $721.9M |
| Thomas RussoGARDNER RUSSO & QUINN LLC | 0.0% | $2.1M |
| Dodge & Cox FundsDodge & Cox | 0.0% | $7.1M |